Outlook Wealth Advisors’s Valero Energy VLO Stock Holding History

Outlook 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 Q1	–	Sell	-505	Closed	-$379K	–	185
2018 Q4	$379K	Buy	+505	New	+$44.4K	0.17%	129

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Outlook Wealth Advisors's VLO Position: Q1 2019 in Review

Outlook Wealth Advisors sold out of Valero Energy (VLO) in Q1 2019, closing a stake of 505 shares — an estimated $379K sold.

Outlook Wealth Advisors first reported a position in VLO in Q4 2018 and held it in 1 quarter. The position peaked at $379K in Q4 2018. 1,102 funds tracked by Wall St. Rank hold VLO as of Q1 2019.

Outlook Wealth Advisors reported no remaining Valero Energy position as of Q1 2019 after selling out during the quarter.
Outlook Wealth Advisors sold 505 Valero Energy shares in Q1 2019, an estimated $379K.
Outlook Wealth Advisors first reported a position in Valero Energy in Q4 2018 and held it in 1 quarter.
Outlook Wealth Advisors's Valero Energy position peaked at $379K in Q4 2018.
1,102 funds tracked by Wall St. Rank held Valero Energy as of Q1 2019.

Based on Outlook Wealth Advisors's 13F filing for Q1 2019, filed 6 May 2019.