Mercer Capital Advisers’s Valero Energy VLO Stock Holding History

Mercer Capital Advisers’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
2020 Q1	–	Sell	-200	Closed	-$19K	–	192
2019 Q4	$19K	Hold	200	–	–	0.01%	174
2019 Q3	$17K	Hold	200	–	–	0.01%	181
2019 Q2	$17K	Hold	200	–	–	0.01%	180
2019 Q1	$17K	Hold	200	–	–	0.01%	185
2018 Q4	$15K	Hold	200	–	–	0.01%	187
2018 Q3	$23K	Hold	200	–	–	0.02%	176
2018 Q2	$22K	Hold	200	–	–	0.02%	187
2018 Q1	$19K	Hold	200	–	–	0.01%	190
2017 Q4	$18K	Hold	200	–	–	0.01%	190
2017 Q3	$15K	Hold	200	–	–	0.01%	203
2017 Q2	$13K	Hold	200	–	–	0.01%	214
2017 Q1	$13K	Hold	200	–	–	0.01%	218
2016 Q4	$14K	Hold	200	–	–	0.01%	215
2016 Q3	$11K	Hold	200	–	–	0.01%	235
2016 Q2	$10K	Hold	200	–	–	0.01%	237
2016 Q1	$13K	Hold	200	–	–	0.01%	224
2015 Q4	$14K	Sell	200 -300	-60%	-$20.4K	0.01%	226
2015 Q3	$30K	Hold	500	–	–	0.03%	185
2015 Q2	$31K	Hold	500	–	–	0.03%	188
2015 Q1	$32K	Hold	500	–	–	0.03%	188
2014 Q4	$25K	Buy	+500	New	+$24.2K	0.02%	205

Other funds holding VLO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mercer Capital Advisers's VLO Position: Q1 2020 in Review

Mercer Capital Advisers sold out of Valero Energy (VLO) in Q1 2020, closing a stake of 200 shares — an estimated $19K sold.

Mercer Capital Advisers first reported a position in VLO in Q4 2014 and held it in 21 quarters. The position peaked at $32K in Q1 2015. 1,000 funds tracked by Wall St. Rank hold VLO as of Q1 2020.

Mercer Capital Advisers reported no remaining Valero Energy position as of Q1 2020 after selling out during the quarter.
Mercer Capital Advisers sold 200 Valero Energy shares in Q1 2020, an estimated $19K.
Mercer Capital Advisers first reported a position in Valero Energy in Q4 2014 and held it in 21 quarters.
Mercer Capital Advisers's Valero Energy position peaked at $32K in Q1 2015.
1,000 funds tracked by Wall St. Rank held Valero Energy as of Q1 2020.

Based on Mercer Capital Advisers's 13F filing for Q1 2020, filed 23 Apr 2020.