Peloton Wealth Strategists’s Valero Energy VLO Stock Holding History

Peloton Wealth Strategists’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
2017 Q3	–	Sell	-9,100	Closed	-$614K	–	70
2017 Q2	$614K	Sell	9,100 -650	-7%	-$42.2K	0.48%	61
2017 Q1	$646K	Sell	9,750 -16,700	-63%	-$1.12M	0.53%	62
2016 Q4	$1.81M	Buy	26,450 +200	+0.8%	+$12.3K	1.48%	27
2016 Q3	$1.39M	Buy	+26,250	New	+$1.4M	1.16%	36
2016 Q1	$1.65M	Hold	25,650	–	–	1.39%	32
2015 Q4	$1.81M	Hold	25,650	–	–	1.57%	26
2015 Q3	$1.54M	Sell	25,650 -100	-0.4%	-$6.35K	1.35%	35
2015 Q2	$1.61M	Sell	25,750 -400	-2%	-$23.6K	1.28%	39
2015 Q1	$1.66M	Buy	26,150 +1,000	+4%	+$55.8K	1.29%	38
2014 Q4	$1.25M	Sell	25,150 -100	-0.4%	-$4.84K	0.95%	50
2014 Q3	$1.17M	Buy	25,250 +1,800	+8%	+$90.8K	0.92%	46
2014 Q2	$1.2M	Buy	23,450 +1,750	+8%	+$96.5K	1.05%	43
2014 Q1	$1.15M	Buy	+21,700	New	+$1.11M	0.95%	47

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Peloton Wealth Strategists's VLO Position: Q3 2017 in Review

Peloton Wealth Strategists sold out of Valero Energy (VLO) in Q3 2017, closing a stake of 9,100 shares — an estimated $614K sold.

Peloton Wealth Strategists first reported a position in VLO in Q1 2014 and held it in 13 quarters. The position peaked at $1.81M in Q4 2015. 967 funds tracked by Wall St. Rank hold VLO as of Q3 2017.

Peloton Wealth Strategists reported no remaining Valero Energy position as of Q3 2017 after selling out during the quarter.
Peloton Wealth Strategists sold 9,100 Valero Energy shares in Q3 2017, an estimated $614K.
Peloton Wealth Strategists first reported a position in Valero Energy in Q1 2014 and held it in 13 quarters.
Peloton Wealth Strategists's Valero Energy position peaked at $1.81M in Q4 2015.
967 funds tracked by Wall St. Rank held Valero Energy as of Q3 2017.

Based on Peloton Wealth Strategists's 13F filing for Q3 2017, filed 9 Nov 2017.