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MD Financial Management’s Valero Energy VLO Stock Holding History

MD Financial Management’s Portfolio VLO Stock Details VLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-14,612
Closed -$1.05M – 383
2021
Q1 		$1.05M Buy
+14,612
New +$993K 0.03% 163

Other funds holding VLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MD Financial Management's VLO Position: Q2 2021 in Review

MD Financial Management sold out of Valero Energy (VLO) in Q2 2021, closing a stake of 14,612 shares — an estimated $1.05M sold.

MD Financial Management first reported a position in VLO in Q1 2021 and held it in 1 quarter. The position peaked at $1.05M in Q1 2021. 1,043 funds tracked by Wall St. Rank hold VLO as of Q2 2021.

  • MD Financial Management reported no remaining Valero Energy position as of Q2 2021 after selling out during the quarter.
  • MD Financial Management sold 14,612 Valero Energy shares in Q2 2021, an estimated $1.05M.
  • MD Financial Management first reported a position in Valero Energy in Q1 2021 and held it in 1 quarter.
  • MD Financial Management's Valero Energy position peaked at $1.05M in Q1 2021.
  • 1,043 funds tracked by Wall St. Rank held Valero Energy as of Q2 2021.

Based on MD Financial Management's 13F filing for Q2 2021, filed 21 Jul 2021.