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Safeguard Investment Advisory Group’s Valero Energy VLO Stock Holding History

Safeguard Investment Advisory Group’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
2021
Q1 		– Sell
-19
Closed -$1K – 696
2020
Q4 		$1K Buy
+19
New +$932 ﹤0.01% 689

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Safeguard Investment Advisory Group's VLO Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Valero Energy (VLO) in Q1 2021, closing a stake of 19 shares — an estimated $1K sold.

Safeguard Investment Advisory Group first reported a position in VLO in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 1,016 funds tracked by Wall St. Rank hold VLO as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Valero Energy position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 19 Valero Energy shares in Q1 2021, an estimated $1K.
  • Safeguard Investment Advisory Group first reported a position in Valero Energy in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Valero Energy position peaked at $1K in Q4 2020.
  • 1,016 funds tracked by Wall St. Rank held Valero Energy as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.