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Palo Capital’s Valero Energy VLO Stock Holding History

Palo Capital’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
2018
Q4 		– Sell
-2,435
Closed -$277K – 155
2018
Q3 		$277K Hold
2,435
– – 0.1% 136
2018
Q2 		$270K Sell
2,435
-15
-0.6% -$1.68K 0.1% 153
2018
Q1 		$227K Sell
2,450
-141
-5% -$13.2K 0.08% 163
2017
Q4 		$238K Sell
2,591
-269
-9% -$22.2K 0.11% 117
2017
Q3 		$220K Buy
+2,860
New +$197K 0.12% 119

Other funds holding VLO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Palo Capital's VLO Position: Q4 2018 in Review

Palo Capital sold out of Valero Energy (VLO) in Q4 2018, closing a stake of 2,435 shares — an estimated $277K sold.

Palo Capital first reported a position in VLO in Q3 2017 and held it in 5 quarters. The position peaked at $277K in Q3 2018. 1,075 funds tracked by Wall St. Rank hold VLO as of Q4 2018.

  • Palo Capital reported no remaining Valero Energy position as of Q4 2018 after selling out during the quarter.
  • Palo Capital sold 2,435 Valero Energy shares in Q4 2018, an estimated $277K.
  • Palo Capital first reported a position in Valero Energy in Q3 2017 and held it in 5 quarters.
  • Palo Capital's Valero Energy position peaked at $277K in Q3 2018.
  • 1,075 funds tracked by Wall St. Rank held Valero Energy as of Q4 2018.

Based on Palo Capital's 13F filing for Q4 2018, filed 30 Jan 2019.