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Peak Capital Management’s Valero Energy VLO Stock Holding History

Peak Capital Management’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
Q3 		– Sell
-13,567
Closed -$1.5M – 171
2018
Q2 		$1.5M Buy
+13,567
New +$1.52M 0.91% 29
2018
Q1 		– Sell
-15,442
Closed -$1.19M – 98
2017
Q4 		$1.19M Sell
15,442
-120
-0.8% -$9.9K 0.81% 29
2017
Q3 		$1.2M Sell
15,562
-4,655
-23% -$321K 0.8% 29
2017
Q2 		$1.36M Buy
+20,217
New +$1.31M 0.76% 29

Other funds holding VLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Peak Capital Management's VLO Position: Q3 2018 in Review

Peak Capital Management sold out of Valero Energy (VLO) in Q3 2018, closing a stake of 13,567 shares — an estimated $1.5M sold.

Peak Capital Management first reported a position in VLO in Q2 2017 and held it in 4 quarters. The position peaked at $1.5M in Q2 2018. 1,152 funds tracked by Wall St. Rank hold VLO as of Q3 2018.

  • Peak Capital Management reported no remaining Valero Energy position as of Q3 2018 after selling out during the quarter.
  • Peak Capital Management sold 13,567 Valero Energy shares in Q3 2018, an estimated $1.5M.
  • Peak Capital Management first reported a position in Valero Energy in Q2 2017 and held it in 4 quarters.
  • Peak Capital Management's Valero Energy position peaked at $1.5M in Q2 2018.
  • 1,152 funds tracked by Wall St. Rank held Valero Energy as of Q3 2018.

Based on Peak Capital Management's 13F filing for Q3 2018, filed 20 Nov 2018.