Nachman Norwood & Parrott’s Valero Energy VLO Stock Holding History

Nachman Norwood & Parrott’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	$255K	Buy	3,269 +28	+0.9%	+$2.17K	0.03%	253
2021 Q1	$232K	Buy	+3,241	New	+$220K	0.03%	251
2020 Q4	–	Sell	-3,706	Closed	-$161K	–	1012
2020 Q3	$161K	Buy	3,706 +27	+0.7%	+$1.41K	0.02%	278
2020 Q2	$216K	Sell	3,679 -1,278	-26%	-$76.3K	0.04%	229
2020 Q1	$225K	Sell	4,957 -436	-8%	-$31.7K	0.05%	208
2019 Q4	$505K	Buy	5,393 +13	+0.2%	+$1.23K	0.08%	158
2019 Q3	$459K	Buy	5,380 +559	+12%	+$45.2K	0.08%	158
2019 Q2	$413K	Buy	+4,821	New	+$398K	0.07%	169

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nachman Norwood & Parrott's VLO Position: Q2 2021 in Review

Nachman Norwood & Parrott increased its Valero Energy (VLO) stake by 0.86% in Q2 2021, buying an estimated $2.17K and bringing the position to 3,269 shares worth $255K. The position accounts for 0.03% of the portfolio, ranked #253.

Nachman Norwood & Parrott first reported a position in VLO in Q2 2019 and has held it in 8 quarters since. The position peaked at $505K in Q4 2019. 1,044 funds tracked by Wall St. Rank hold VLO as of Q2 2021.

Nachman Norwood & Parrott held 3,269 shares of Valero Energy worth $255K as of Q2 2021.
Nachman Norwood & Parrott bought 28 Valero Energy shares in Q2 2021, an estimated $2.17K.
Valero Energy made up 0.03% of Nachman Norwood & Parrott's portfolio in Q2 2021, its #253 holding.
Nachman Norwood & Parrott first reported a position in Valero Energy in Q2 2019 and has held it in 8 quarters since.
Nachman Norwood & Parrott's Valero Energy position peaked at $505K in Q4 2019.
1,044 funds tracked by Wall St. Rank held Valero Energy as of Q2 2021.

Based on Nachman Norwood & Parrott's 13F filing for Q2 2021, filed 13 Aug 2021.