Peachtree Investment Advisors’s Valero Energy VLO Stock Holding History

Peachtree Investment 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
2018 Q4	$379K	Hold	5,060	–	–	0.29%	54
2018 Q3	$576K	Hold	5,060	–	–	0.39%	48
2018 Q2	$561K	Hold	5,060	–	–	0.41%	47
2018 Q1	$469K	Hold	5,060	–	–	0.35%	52
2017 Q4	$465K	Hold	5,060	–	–	0.36%	53
2017 Q3	$389K	Hold	5,060	–	–	0.33%	59
2017 Q2	$341K	Hold	5,060	–	–	0.29%	69
2017 Q1	$335K	Hold	5,060	–	–	0.31%	67
2016 Q4	$346K	Sell	5,060 -400	-7%	-$24.6K	0.34%	69
2016 Q3	$289K	Hold	5,460	–	–	0.28%	74
2016 Q2	$278K	Sell	5,460 -200	-4%	-$11.3K	0.28%	80
2016 Q1	$363K	Hold	5,660	–	–	0.36%	67
2015 Q4	$400K	Hold	5,660	–	–	0.42%	61
2015 Q3	$340K	Sell	5,660 -460	-8%	-$29.2K	0.35%	75
2015 Q2	$383K	Hold	6,120	–	–	0.29%	88
2015 Q1	$389K	Hold	6,120	–	–	0.28%	88
2014 Q4	$303K	Hold	6,120	–	–	0.2%	112
2014 Q3	$283K	Hold	6,120	–	–	0.19%	117
2014 Q2	$307K	Hold	6,120	–	–	0.2%	106
2014 Q1	$325K	Hold	6,120	–	–	0.22%	102
2013 Q4	$308K	Buy	+6,120	New	+$258K	0.21%	102

Other funds holding VLO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

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

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

Peachtree Investment Advisors's VLO Position: Q4 2018 in Review

Peachtree Investment Advisors held its Valero Energy (VLO) position steady in Q4 2018 at 5,060 shares worth $379K. The position accounts for 0.29% of the portfolio, ranked #54.

Peachtree Investment Advisors first reported a position in VLO in Q4 2013 and has held it in 21 quarters since. The position peaked at $576K in Q3 2018. 1,074 funds tracked by Wall St. Rank hold VLO as of Q4 2018.

Peachtree Investment Advisors held 5,060 shares of Valero Energy worth $379K as of Q4 2018.
Peachtree Investment Advisors left its Valero Energy share count unchanged in Q4 2018.
Valero Energy made up 0.29% of Peachtree Investment Advisors's portfolio in Q4 2018, its #54 holding.
Peachtree Investment Advisors first reported a position in Valero Energy in Q4 2013 and has held it in 21 quarters since.
Peachtree Investment Advisors's Valero Energy position peaked at $576K in Q3 2018.
1,074 funds tracked by Wall St. Rank held Valero Energy as of Q4 2018.

Based on Peachtree Investment Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.