Squar Milner Financial Services’s Valero Energy VLO Stock Holding History

Squar Milner Financial Services’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 Q3	–	Sell	-4,293	Closed	-$253K	–	189
2020 Q2	$253K	Sell	4,293 -206	-5%	-$12.3K	0.14%	174
2020 Q1	$204K	Buy	4,499 +998	+29%	+$72.5K	0.12%	163
2019 Q4	$327K	Buy	+3,501	New	+$331K	0.16%	130
2019 Q3	–	Sell	-2,768	Closed	-$237K	–	701
2019 Q2	$237K	Buy	2,768 +1,080	+64%	+$89.2K	0.16%	142
2019 Q1	$143K	Sell	1,688 -60	-3%	-$4.96K	0.11%	209
2018 Q4	$131K	Sell	1,748 -20	-1%	-$1.76K	0.13%	189
2018 Q3	$201K	Sell	1,768 -350	-17%	-$39.7K	0.18%	154
2018 Q2	$235K	Sell	2,118 -160	-7%	-$17.9K	0.21%	136
2018 Q1	$211K	Hold	2,278	–	–	0.27%	146
2017 Q4	$220K	Buy	+2,278	New	+$188K	0.27%	134

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

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

Squar Milner Financial Services's VLO Position: Q3 2020 in Review

Squar Milner Financial Services sold out of Valero Energy (VLO) in Q3 2020, closing a stake of 4,293 shares — an estimated $253K sold.

Squar Milner Financial Services first reported a position in VLO in Q4 2017 and held it in 10 quarters. The position peaked at $327K in Q4 2019. 902 funds tracked by Wall St. Rank hold VLO as of Q3 2020.

Squar Milner Financial Services reported no remaining Valero Energy position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 4,293 Valero Energy shares in Q3 2020, an estimated $253K.
Squar Milner Financial Services first reported a position in Valero Energy in Q4 2017 and held it in 10 quarters.
Squar Milner Financial Services's Valero Energy position peaked at $327K in Q4 2019.
902 funds tracked by Wall St. Rank held Valero Energy as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.