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Taylor Hoffman Wealth Management’s Valero Energy VLO Stock Holding History

Taylor Hoffman 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
2020
Q3 		– Sell
-1,210
Closed -$71K – 350
2020
Q2 		$71K Buy
+1,210
New +$72.3K 0.04% 175
2020
Q1 		– Sell
-1,210
Closed -$113K – 370
2019
Q4 		$113K Hold
1,210
– – 0.07% 153
2019
Q3 		$103K Hold
1,210
– – 0.07% 151
2019
Q2 		$104K Buy
+1,210
New +$99.9K 0.08% 147

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Taylor Hoffman Wealth Management's VLO Position: Q3 2020 in Review

Taylor Hoffman Wealth Management sold out of Valero Energy (VLO) in Q3 2020, closing a stake of 1,210 shares — an estimated $71K sold.

Taylor Hoffman Wealth Management first reported a position in VLO in Q2 2019 and held it in 4 quarters. The position peaked at $113K in Q4 2019. 901 funds tracked by Wall St. Rank hold VLO as of Q3 2020.

  • Taylor Hoffman Wealth Management reported no remaining Valero Energy position as of Q3 2020 after selling out during the quarter.
  • Taylor Hoffman Wealth Management sold 1,210 Valero Energy shares in Q3 2020, an estimated $71K.
  • Taylor Hoffman Wealth Management first reported a position in Valero Energy in Q2 2019 and held it in 4 quarters.
  • Taylor Hoffman Wealth Management's Valero Energy position peaked at $113K in Q4 2019.
  • 901 funds tracked by Wall St. Rank held Valero Energy as of Q3 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.