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Sheets Smith Wealth Management’s Valero Energy VLO Stock Holding History

Sheets Smith 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
2018
Q4 		– Sell
-4,713
Closed -$536K – 321
2018
Q3 		$536K Buy
+4,713
New +$535K 0.11% 207

Other funds holding VLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sheets Smith Wealth Management's VLO Position: Q4 2018 in Review

Sheets Smith Wealth Management sold out of Valero Energy (VLO) in Q4 2018, closing a stake of 4,713 shares — an estimated $536K sold.

Sheets Smith Wealth Management first reported a position in VLO in Q3 2018 and held it in 1 quarter. The position peaked at $536K in Q3 2018. 1,075 funds tracked by Wall St. Rank hold VLO as of Q4 2018.

  • Sheets Smith Wealth Management reported no remaining Valero Energy position as of Q4 2018 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 4,713 Valero Energy shares in Q4 2018, an estimated $536K.
  • Sheets Smith Wealth Management first reported a position in Valero Energy in Q3 2018 and held it in 1 quarter.
  • Sheets Smith Wealth Management's Valero Energy position peaked at $536K in Q3 2018.
  • 1,075 funds tracked by Wall St. Rank held Valero Energy as of Q4 2018.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2018, filed 11 Jan 2019.