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River Wealth Advisors’s Valero Energy VLO Stock Holding History

River Wealth 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
2020
Q1 		– Sell
-2,545
Closed -$238K – 171
2019
Q4 		$238K Buy
+2,545
New +$241K 0.08% 152
2019
Q1 		– Sell
-1,389
Closed -$104K – 484
2018
Q4 		$104K Sell
1,389
-929
-40% -$81.6K 0.05% 185
2018
Q3 		$264K Sell
2,318
-725
-24% -$82.3K 0.1% 148
2018
Q2 		$337K Hold
3,043
– – 0.13% 134
2018
Q1 		$282K Buy
3,043
+125
+4% +$11.7K 0.12% 141
2017
Q4 		$268K Sell
2,918
-270
-8% -$22.3K 0.11% 144
2017
Q3 		$245K Sell
3,188
-350
-10% -$24.1K 0.11% 144
2017
Q2 		$239K Buy
3,538
+470
+15% +$30.5K 0.11% 145
2017
Q1 		$203K Sell
3,068
-915
-23% -$61.2K 0.1% 151
2016
Q4 		$272K Sell
3,983
-1,500
-27% -$92.3K 0.14% 134
2016
Q3 		$291K Sell
5,483
-275
-5% -$14.7K 0.16% 130
2016
Q2 		$294K Sell
5,758
-210
-4% -$11.9K 0.17% 132
2016
Q1 		$383K Buy
5,968
+75
+1% +$4.77K 0.23% 117
2015
Q4 		$417K Buy
+5,893
New +$402K 0.26% 106

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

River Wealth Advisors's VLO Position: Q1 2020 in Review

River Wealth Advisors sold out of Valero Energy (VLO) in Q1 2020, closing a stake of 2,545 shares — an estimated $238K sold.

River Wealth Advisors first reported a position in VLO in Q4 2015 and held it in 14 quarters. The position peaked at $417K in Q4 2015. 1,000 funds tracked by Wall St. Rank hold VLO as of Q1 2020.

  • River Wealth Advisors reported no remaining Valero Energy position as of Q1 2020 after selling out during the quarter.
  • River Wealth Advisors sold 2,545 Valero Energy shares in Q1 2020, an estimated $238K.
  • River Wealth Advisors first reported a position in Valero Energy in Q4 2015 and held it in 14 quarters.
  • River Wealth Advisors's Valero Energy position peaked at $417K in Q4 2015.
  • 1,000 funds tracked by Wall St. Rank held Valero Energy as of Q1 2020.

Based on River Wealth Advisors's 13F filing for Q1 2020, filed 5 May 2020.