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Private Wealth Advisors (Pennsylvania)’s Valero Energy VLO Stock Holding History

Private Wealth Advisors (Pennsylvania)’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
Q1 		– Sell
-10,253
Closed -$881K – 123
2019
Q4 		$881K Buy
10,253
+560
+6% +$52.9K 0.47% 58
2019
Q3 		$826K Sell
9,693
-3,395
-26% -$274K 0.42% 64
2019
Q2 		$1.12M Sell
13,088
-1,868
-12% -$154K 0.4% 59
2019
Q1 		$1.27M Sell
14,956
-300
-2% -$24.8K 0.47% 56
2018
Q4 		$1.14M Sell
15,256
-990
-6% -$87K 0.5% 55
2018
Q3 		$1.85M Hold
16,246
– – 0.68% 44
2018
Q2 		$1.8M Sell
16,246
-281
-2% -$31.5K 0.72% 45
2018
Q1 		$1.53M Sell
16,527
-299
-2% -$27.9K 0.61% 50
2017
Q4 		$1.55M Sell
16,826
-114
-0.7% -$9.4K 0.6% 51
2017
Q3 		$1.3M Sell
16,940
-84
-0.5% -$5.79K 0.54% 56
2017
Q2 		$1.15M Sell
17,024
-304
-2% -$19.7K 0.49% 60
2017
Q1 		$1.15M Sell
17,328
-519
-3% -$34.7K 0.52% 58
2016
Q4 		$1.22M Sell
17,847
-1,279
-7% -$78.7K 0.57% 55
2016
Q3 		$1.01M Sell
19,126
-399
-2% -$21.3K 0.48% 61
2016
Q2 		$996K Sell
19,525
-2,818
-13% -$159K 0.49% 58
2016
Q1 		$1.43M Buy
22,343
+2,826
+14% +$180K 0.76% 42
2015
Q4 		$1.38M Buy
19,517
+3,068
+19% +$209K 0.78% 40
2015
Q3 		$989K Buy
16,449
+1,274
+8% +$80.9K 0.49% 58
2015
Q2 		$950K Buy
15,175
+5,427
+56% +$320K 0.43% 67
2015
Q1 		$620K Buy
+9,748
New +$544K 0.29% 79

Other funds holding VLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Private Wealth Advisors (Pennsylvania)'s VLO Position: Q1 2020 in Review

Private Wealth Advisors (Pennsylvania) sold out of Valero Energy (VLO) in Q1 2020, closing a stake of 10,253 shares — an estimated $881K sold.

Private Wealth Advisors (Pennsylvania) first reported a position in VLO in Q1 2015 and held it in 20 quarters. The position peaked at $1.85M in Q3 2018. 1,000 funds tracked by Wall St. Rank hold VLO as of Q1 2020.

  • Private Wealth Advisors (Pennsylvania) reported no remaining Valero Energy position as of Q1 2020 after selling out during the quarter.
  • Private Wealth Advisors (Pennsylvania) sold 10,253 Valero Energy shares in Q1 2020, an estimated $881K.
  • Private Wealth Advisors (Pennsylvania) first reported a position in Valero Energy in Q1 2015 and held it in 20 quarters.
  • Private Wealth Advisors (Pennsylvania)'s Valero Energy position peaked at $1.85M in Q3 2018.
  • 1,000 funds tracked by Wall St. Rank held Valero Energy as of Q1 2020.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q1 2020, filed 7 May 2020.