SkyOak Wealth’s Valero Energy VLO Stock Holding History

SkyOak Wealth’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	-5,290	Closed	-$495K	–	306
2019 Q4	$495K	Buy	+5,290	New	+$500K	0.15%	154

Other funds holding VLO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SkyOak Wealth's VLO Position: Q1 2020 in Review

SkyOak Wealth sold out of Valero Energy (VLO) in Q1 2020, closing a stake of 5,290 shares — an estimated $495K sold.

SkyOak Wealth first reported a position in VLO in Q4 2019 and held it in 1 quarter. The position peaked at $495K in Q4 2019. 1,000 funds tracked by Wall St. Rank hold VLO as of Q1 2020.

SkyOak Wealth reported no remaining Valero Energy position as of Q1 2020 after selling out during the quarter.
SkyOak Wealth sold 5,290 Valero Energy shares in Q1 2020, an estimated $495K.
SkyOak Wealth first reported a position in Valero Energy in Q4 2019 and held it in 1 quarter.
SkyOak Wealth's Valero Energy position peaked at $495K in Q4 2019.
1,000 funds tracked by Wall St. Rank held Valero Energy as of Q1 2020.

Based on SkyOak Wealth's 13F filing for Q1 2020, filed 4 May 2020.