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Meridian Financial Partners’s Valero Energy VLO Stock Holding History

Meridian Financial Partners’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
-3,411
Closed -$318K – 53
2019
Q4 		$318K Buy
3,411
+90
+3% +$8.51K 0.32% 46
2019
Q3 		$275K Buy
3,321
+354
+12% +$28.6K 0.31% 46
2019
Q2 		$243K Buy
2,967
+214
+8% +$17.7K 0.27% 49
2019
Q1 		$246K Buy
+2,753
New +$227K 0.28% 48

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Meridian Financial Partners's VLO Position: Q1 2020 in Review

Meridian Financial Partners sold out of Valero Energy (VLO) in Q1 2020, closing a stake of 3,411 shares — an estimated $318K sold.

Meridian Financial Partners first reported a position in VLO in Q1 2019 and held it in 4 quarters. The position peaked at $318K in Q4 2019. 1,000 funds tracked by Wall St. Rank hold VLO as of Q1 2020.

  • Meridian Financial Partners reported no remaining Valero Energy position as of Q1 2020 after selling out during the quarter.
  • Meridian Financial Partners sold 3,411 Valero Energy shares in Q1 2020, an estimated $318K.
  • Meridian Financial Partners first reported a position in Valero Energy in Q1 2019 and held it in 4 quarters.
  • Meridian Financial Partners's Valero Energy position peaked at $318K in Q4 2019.
  • 1,000 funds tracked by Wall St. Rank held Valero Energy as of Q1 2020.

Based on Meridian Financial Partners's 13F filing for Q1 2020, filed 21 Apr 2020.