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Stonebridge Financial Planning Group’s Valero Energy VLO Stock Holding History

Stonebridge Financial Planning 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
2020
Q4 		– Sell
-27
Closed -$1K – 405
2020
Q3 		$1K Sell
27
-1,520
-98% -$79.6K ﹤0.01% 375
2020
Q2 		$87K Hold
1,547
– – 0.07% 143
2020
Q1 		$80K Buy
1,547
+25
+2% +$1.82K 0.08% 136
2019
Q4 		$143K Buy
+1,522
New +$144K 0.13% 110

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Stonebridge Financial Planning Group's VLO Position: Q4 2020 in Review

Stonebridge Financial Planning Group sold out of Valero Energy (VLO) in Q4 2020, closing a stake of 27 shares — an estimated $1K sold.

Stonebridge Financial Planning Group first reported a position in VLO in Q4 2019 and held it in 4 quarters. The position peaked at $143K in Q4 2019. 973 funds tracked by Wall St. Rank hold VLO as of Q4 2020.

  • Stonebridge Financial Planning Group reported no remaining Valero Energy position as of Q4 2020 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 27 Valero Energy shares in Q4 2020, an estimated $1K.
  • Stonebridge Financial Planning Group first reported a position in Valero Energy in Q4 2019 and held it in 4 quarters.
  • Stonebridge Financial Planning Group's Valero Energy position peaked at $143K in Q4 2019.
  • 973 funds tracked by Wall St. Rank held Valero Energy as of Q4 2020.

Based on Stonebridge Financial Planning Group's 13F filing for Q4 2020, filed 27 Jan 2021.