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MPS Loria Financial Planners’s Valero Energy VLO Stock Holding History

MPS Loria Financial Planners’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
-85
Closed -$6K – 546
2021
Q1 		$6K Hold
85
– – ﹤0.01% 337
2020
Q4 		$5K Buy
85
+37
+77% +$1.81K ﹤0.01% 373
2020
Q3 		$2K Hold
48
– – ﹤0.01% 300
2020
Q2 		$3K Buy
+48
New +$2.87K ﹤0.01% 303
2017
Q3 		– Sell
-48
Closed -$3K – 329
2017
Q2 		$3K Buy
+48
New +$3.11K ﹤0.01% 346

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

MPS Loria Financial Planners's VLO Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Valero Energy (VLO) in Q2 2021, closing a stake of 85 shares — an estimated $6K sold.

MPS Loria Financial Planners first reported a position in VLO in Q2 2017 and held it in 5 quarters. The position peaked at $6K in Q1 2021. 1,043 funds tracked by Wall St. Rank hold VLO as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Valero Energy position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 85 Valero Energy shares in Q2 2021, an estimated $6K.
  • MPS Loria Financial Planners first reported a position in Valero Energy in Q2 2017 and held it in 5 quarters.
  • MPS Loria Financial Planners's Valero Energy position peaked at $6K in Q1 2021.
  • 1,043 funds tracked by Wall St. Rank held Valero Energy as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.