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Point View Wealth Management’s Valero Energy VLO Stock Holding History

Point View Wealth 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
2020
Q4 		$559K Sell
9,880
-1,569
-14% -$77K 0.23% 143
2020
Q3 		$496K Buy
11,449
+445
+4% +$23.3K 0.23% 134
2020
Q2 		$647K Buy
11,004
+3
+0% +$179 0.31% 104
2020
Q1 		$499K Sell
11,001
-369
-3% -$26.8K 0.27% 118
2019
Q4 		$1.06M Hold
11,370
– – 0.44% 75
2019
Q3 		$969K Hold
11,370
– – 0.44% 77
2019
Q2 		$973K Hold
11,370
– – 0.41% 81
2019
Q1 		$965K Sell
11,370
-200
-2% -$16.5K 0.43% 78
2018
Q4 		$867K Sell
11,570
-55
-0.5% -$4.83K 0.44% 80
2018
Q3 		$1.32M Sell
11,625
-268
-2% -$30.4K 0.59% 50
2018
Q2 		$1.32M Sell
11,893
-167
-1% -$18.7K 0.61% 49
2018
Q1 		$1.12M Sell
12,060
-2,079
-15% -$194K 0.54% 56
2017
Q4 		$1.3M Sell
14,139
-233
-2% -$19.2K 0.62% 47
2017
Q3 		$1.11M Sell
14,372
-1,573
-10% -$108K 0.53% 61
2017
Q2 		$1.08M Hold
15,945
– – 0.53% 65
2017
Q1 		$1.06M Buy
15,945
+1,207
+8% +$80.8K 0.54% 59
2016
Q4 		$1.01M Sell
14,738
-1,063
-7% -$65.4K 0.58% 54
2016
Q3 		$837K Sell
15,801
-133
-0.8% -$7.09K 0.5% 66
2016
Q2 		$813K Hold
15,934
– – 0.49% 68
2016
Q1 		$1.02M Sell
15,934
-493
-3% -$31.4K 0.66% 42
2015
Q4 		$1.16M Sell
16,427
-202
-1% -$13.8K 0.84% 30
2015
Q3 		$999K Sell
16,629
-641
-4% -$40.7K 0.8% 36
2015
Q2 		$1.08M Sell
17,270
-33
-0.2% -$1.95K 0.84% 35
2015
Q1 		$1.1M Sell
17,303
-557
-3% -$31.1K 0.85% 36
2014
Q4 		$884K Sell
17,860
-329
-2% -$15.9K 0.66% 44
2014
Q3 		$842K Sell
18,189
-156
-0.9% -$7.87K 0.71% 42
2014
Q2 		$919K Sell
18,345
-470
-2% -$25.9K 0.8% 39
2014
Q1 		$999K Sell
18,815
-414
-2% -$21.2K 0.91% 32
2013
Q4 		$969K Buy
+19,229
New +$810K 0.92% 30

Other funds holding VLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Point View Wealth Management's VLO Position: Q4 2020 in Review

Point View Wealth Management reduced its Valero Energy (VLO) stake by 14% in Q4 2020, selling an estimated $77K and leaving 9,880 shares worth $559K. The position accounts for 0.23% of the portfolio, ranked #143.

Point View Wealth Management first reported a position in VLO in Q4 2013 and has held it in 29 quarters since. The position peaked at $1.32M in Q3 2018. 973 funds tracked by Wall St. Rank hold VLO as of Q4 2020.

  • Point View Wealth Management held 9,880 shares of Valero Energy worth $559K as of Q4 2020.
  • Point View Wealth Management sold 1,569 Valero Energy shares in Q4 2020, an estimated $77K.
  • Valero Energy made up 0.23% of Point View Wealth Management's portfolio in Q4 2020, its #143 holding.
  • Point View Wealth Management first reported a position in Valero Energy in Q4 2013 and has held it in 29 quarters since.
  • Point View Wealth Management's Valero Energy position peaked at $1.32M in Q3 2018.
  • 973 funds tracked by Wall St. Rank held Valero Energy as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.