Paradigm Financial Advisors’s Valero Energy VLO Stock Holding History

Paradigm Financial 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
2021 Q4	$223K	Hold	2,970	–	–	0.05%	195
2021 Q3	$210K	Sell	2,970 -496	-14%	-$33K	0.05%	207
2021 Q2	$271K	Sell	3,466 -166	-5%	-$12.9K	0.06%	177
2021 Q1	$260K	Sell	3,632 -1,016	-22%	-$69.1K	0.06%	164
2020 Q4	$263K	Buy	+4,648	New	+$228K	0.07%	135
2014 Q2	–	Sell	-30	Closed	-$2K	–	218
2014 Q1	$2K	Hold	30	–	–	﹤0.01%	250
2013 Q4	$2K	Buy	+30	New	+$1.26K	﹤0.01%	253

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Paradigm Financial Advisors's VLO Position: Q4 2021 in Review

Paradigm Financial Advisors held its Valero Energy (VLO) position steady in Q4 2021 at 2,970 shares worth $223K. The position accounts for 0.05% of the portfolio, ranked #195.

Paradigm Financial Advisors first reported a position in VLO in Q4 2013 and has held it in 7 quarters since. The position peaked at $271K in Q2 2021. 1,063 funds tracked by Wall St. Rank hold VLO as of Q4 2021.

Paradigm Financial Advisors held 2,970 shares of Valero Energy worth $223K as of Q4 2021.
Paradigm Financial Advisors left its Valero Energy share count unchanged in Q4 2021.
Valero Energy made up 0.05% of Paradigm Financial Advisors's portfolio in Q4 2021, its #195 holding.
Paradigm Financial Advisors first reported a position in Valero Energy in Q4 2013 and has held it in 7 quarters since.
Paradigm Financial Advisors's Valero Energy position peaked at $271K in Q2 2021.
1,063 funds tracked by Wall St. Rank held Valero Energy as of Q4 2021.

Based on Paradigm Financial Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.