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Nelson Capital Management’s Valero Energy VLO Stock Holding History

Nelson Capital 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
2019
Q4 		– Sell
-279
Closed -$24K – 282
2019
Q3 		$24K Buy
279
+100
+56% +$8.08K 0.01% 198
2019
Q2 		$15K Hold
179
– – ﹤0.01% 213
2019
Q1 		$15K Buy
179
+9
+5% +$744 ﹤0.01% 201
2018
Q4 		$13K Hold
170
– – ﹤0.01% 206
2018
Q3 		$19K Hold
170
– – ﹤0.01% 185
2018
Q2 		$19K Hold
170
– – ﹤0.01% 176
2018
Q1 		$16K Buy
+170
New +$15.9K ﹤0.01% 192

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nelson Capital Management's VLO Position: Q4 2019 in Review

Nelson Capital Management sold out of Valero Energy (VLO) in Q4 2019, closing a stake of 279 shares — an estimated $24K sold.

Nelson Capital Management first reported a position in VLO in Q1 2018 and held it in 7 quarters. The position peaked at $24K in Q3 2019. 1,218 funds tracked by Wall St. Rank hold VLO as of Q4 2019.

  • Nelson Capital Management reported no remaining Valero Energy position as of Q4 2019 after selling out during the quarter.
  • Nelson Capital Management sold 279 Valero Energy shares in Q4 2019, an estimated $24K.
  • Nelson Capital Management first reported a position in Valero Energy in Q1 2018 and held it in 7 quarters.
  • Nelson Capital Management's Valero Energy position peaked at $24K in Q3 2019.
  • 1,218 funds tracked by Wall St. Rank held Valero Energy as of Q4 2019.

Based on Nelson Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.