Miles Capital’s Valero Energy VLO Stock Holding History

Miles Capital’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	$365K	Buy	8,051 +31	+0.4%	+$2.25K	0.39%	70
2019 Q4	$751K	Sell	8,020 -167	-2%	-$15.8K	0.6%	44
2019 Q3	$698K	Buy	+8,187	New	+$662K	0.58%	48
2018 Q3	–	Sell	-2,884	Closed	-$320K	–	209
2018 Q2	$320K	Sell	2,884 -60	-2%	-$6.73K	0.2%	107
2018 Q1	$273K	Sell	2,944 -25	-0.8%	-$2.33K	0.15%	136
2017 Q4	$273K	Sell	2,969 -15	-0.5%	-$1.24K	0.16%	109
2017 Q3	$230K	Sell	2,984 -500	-14%	-$34.4K	0.13%	146
2017 Q2	$235K	Sell	3,484 -2	-0.1%	-$130	0.13%	154
2017 Q1	$231K	Sell	3,486 -1,721	-33%	-$115K	0.13%	157
2016 Q4	$356K	Buy	+5,207	New	+$320K	0.22%	72

Other funds holding VLO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Miles Capital's VLO Position: Q1 2020 in Review

Miles Capital increased its Valero Energy (VLO) stake by 0.39% in Q1 2020, buying an estimated $2.25K and bringing the position to 8,051 shares worth $365K. The position accounts for 0.39% of the portfolio, ranked #70.

Miles Capital first reported a position in VLO in Q4 2016 and has held it in 10 quarters since. The position peaked at $751K in Q4 2019. 1,001 funds tracked by Wall St. Rank hold VLO as of Q1 2020.

Miles Capital held 8,051 shares of Valero Energy worth $365K as of Q1 2020.
Miles Capital bought 31 Valero Energy shares in Q1 2020, an estimated $2.25K.
Valero Energy made up 0.39% of Miles Capital's portfolio in Q1 2020, its #70 holding.
Miles Capital first reported a position in Valero Energy in Q4 2016 and has held it in 10 quarters since.
Miles Capital's Valero Energy position peaked at $751K in Q4 2019.
1,001 funds tracked by Wall St. Rank held Valero Energy as of Q1 2020.

Based on Miles Capital's 13F filing for Q1 2020, filed 13 May 2020.