New England Private Wealth Advisors’s Valero Energy VLO Stock Holding History

New England Private Wealth Advisors’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	-3,216	Closed	-$277K	–	159
2019 Q3	$277K	Buy	3,216 +17	+0.5%	+$1.37K	0.07%	122
2019 Q2	$275K	Buy	3,199 +598	+23%	+$49.4K	0.07%	125
2019 Q1	$220K	Buy	+2,601	New	+$215K	0.06%	143
2018 Q4	–	Sell	-2,467	Closed	-$281K	–	164
2018 Q3	$281K	Sell	2,467 -109	-4%	-$12.4K	0.08%	114
2018 Q2	$285K	Buy	2,576 +6	+0.2%	+$673	0.08%	114
2018 Q1	$238K	Buy	2,570 +113	+5%	+$10.5K	0.07%	126
2017 Q4	$227K	Buy	+2,457	New	+$203K	0.06%	125

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

New England Private Wealth Advisors's VLO Position: Q4 2019 in Review

New England Private Wealth Advisors sold out of Valero Energy (VLO) in Q4 2019, closing a stake of 3,216 shares — an estimated $277K sold.

New England Private Wealth Advisors first reported a position in VLO in Q4 2017 and held it in 7 quarters. The position peaked at $285K in Q2 2018. 1,218 funds tracked by Wall St. Rank hold VLO as of Q4 2019.

New England Private Wealth Advisors reported no remaining Valero Energy position as of Q4 2019 after selling out during the quarter.
New England Private Wealth Advisors sold 3,216 Valero Energy shares in Q4 2019, an estimated $277K.
New England Private Wealth Advisors first reported a position in Valero Energy in Q4 2017 and held it in 7 quarters.
New England Private Wealth Advisors's Valero Energy position peaked at $285K in Q2 2018.
1,218 funds tracked by Wall St. Rank held Valero Energy as of Q4 2019.

Based on New England Private Wealth Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.