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

Taylor Wealth Management Partners’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
2018 Q1	–	Sell	-1,325	Closed	-$122K	–	154
2017 Q4	$122K	Hold	1,325	–	–	0.05%	73
2017 Q3	$102K	Hold	1,325	–	–	0.05%	80
2017 Q2	$89K	Hold	1,325	–	–	0.04%	85
2017 Q1	$88K	Hold	1,325	–	–	0.04%	87
2016 Q4	$91K	Hold	1,325	–	–	0.04%	83
2016 Q3	$70K	Sell	1,325 -900	-40%	-$48K	0.03%	84
2016 Q2	$113K	Hold	2,225	–	–	0.05%	63
2016 Q1	$143K	Buy	2,225 +900	+68%	+$57.2K	0.07%	49
2015 Q4	$94K	Hold	1,325	–	–	0.04%	61
2015 Q3	$80K	Sell	1,325 -200	-13%	-$12.7K	0.04%	62
2015 Q2	$95K	Buy	+1,525	New	+$90.1K	0.03%	69

Other funds holding VLO

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

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

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

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Taylor Wealth Management Partners's VLO Position: Q1 2018 in Review

Taylor Wealth Management Partners sold out of Valero Energy (VLO) in Q1 2018, closing a stake of 1,325 shares — an estimated $122K sold.

Taylor Wealth Management Partners first reported a position in VLO in Q2 2015 and held it in 11 quarters. The position peaked at $143K in Q1 2016. 1,088 funds tracked by Wall St. Rank hold VLO as of Q1 2018.

Taylor Wealth Management Partners reported no remaining Valero Energy position as of Q1 2018 after selling out during the quarter.
Taylor Wealth Management Partners sold 1,325 Valero Energy shares in Q1 2018, an estimated $122K.
Taylor Wealth Management Partners first reported a position in Valero Energy in Q2 2015 and held it in 11 quarters.
Taylor Wealth Management Partners's Valero Energy position peaked at $143K in Q1 2016.
1,088 funds tracked by Wall St. Rank held Valero Energy as of Q1 2018.

Based on Taylor Wealth Management Partners's 13F filing for Q1 2018, filed 11 Apr 2018.