Stelac Advisory Services’s Valero Energy VLO Stock Holding History

Stelac Advisory 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
2021 Q4	–	Sell	-3,226	Closed	-$228K	–	229
2021 Q3	$228K	Sell	3,226 -1,949	-38%	-$130K	0.06%	178
2021 Q2	$404K	Hold	5,175	–	–	0.09%	150
2021 Q1	$371K	Buy	5,175 +129	+3%	+$8.77K	0.14%	113
2020 Q4	$285K	Sell	5,046 -1,137	-18%	-$55.8K	0.07%	148
2020 Q3	$268K	Buy	6,183 +1,200	+24%	+$62.9K	0.09%	115
2020 Q2	$293K	Buy	+4,983	New	+$298K	0.11%	90
2018 Q3	–	Sell	-1,131	Closed	-$125K	–	174
2018 Q2	$125K	Buy	+1,131	New	+$127K	0.03%	118

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Stelac Advisory Services's VLO Position: Q4 2021 in Review

Stelac Advisory Services sold out of Valero Energy (VLO) in Q4 2021, closing a stake of 3,226 shares — an estimated $228K sold.

Stelac Advisory Services first reported a position in VLO in Q2 2018 and held it in 7 quarters. The position peaked at $404K in Q2 2021. 1,063 funds tracked by Wall St. Rank hold VLO as of Q4 2021.

Stelac Advisory Services reported no remaining Valero Energy position as of Q4 2021 after selling out during the quarter.
Stelac Advisory Services sold 3,226 Valero Energy shares in Q4 2021, an estimated $228K.
Stelac Advisory Services first reported a position in Valero Energy in Q2 2018 and held it in 7 quarters.
Stelac Advisory Services's Valero Energy position peaked at $404K in Q2 2021.
1,063 funds tracked by Wall St. Rank held Valero Energy as of Q4 2021.

Based on Stelac Advisory Services's 13F filing for Q4 2021, filed 14 Feb 2022.