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Merrion Investment Management’s Valero Energy VLO Stock Holding History

Merrion Investment 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
Q1 		– Sell
-1,000
Closed -$57K – 234
2020
Q4 		$57K Buy
+1,000
New +$49.1K 0.05% 120

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Merrion Investment Management's VLO Position: Q1 2021 in Review

Merrion Investment Management sold out of Valero Energy (VLO) in Q1 2021, closing a stake of 1,000 shares — an estimated $57K sold.

Merrion Investment Management first reported a position in VLO in Q4 2020 and held it in 1 quarter. The position peaked at $57K in Q4 2020. 1,016 funds tracked by Wall St. Rank hold VLO as of Q1 2021.

  • Merrion Investment Management reported no remaining Valero Energy position as of Q1 2021 after selling out during the quarter.
  • Merrion Investment Management sold 1,000 Valero Energy shares in Q1 2021, an estimated $57K.
  • Merrion Investment Management first reported a position in Valero Energy in Q4 2020 and held it in 1 quarter.
  • Merrion Investment Management's Valero Energy position peaked at $57K in Q4 2020.
  • 1,016 funds tracked by Wall St. Rank held Valero Energy as of Q1 2021.

Based on Merrion Investment Management's 13F filing for Q1 2021, filed 29 Apr 2021.