Torch Wealth Management’s Valero Energy VLO Stock Holding History

Torch 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
2019 Q4	$968K	Sell	10,345 -60	-0.6%	-$5.67K	0.53%	59
2019 Q3	$887K	Buy	+10,405	New	+$841K	0.53%	58
2018 Q1	–	Sell	-11,130	Closed	-$1.02M	–	104
2017 Q4	$1.02M	Buy	+11,130	New	+$918K	0.63%	58
2015 Q1	–	Sell	-45,479	Closed	-$2.25M	–	95
2014 Q4	$2.25M	Buy	45,479 +40,275	+774%	+$1.95M	1.73%	20
2014 Q3	$241K	Hold	5,204	–	–	0.18%	88
2014 Q2	$261K	Sell	5,204 -5,000	-49%	-$276K	0.18%	85
2014 Q1	$542K	Hold	10,204	–	–	0.39%	62
2013 Q4	$514K	Buy	+10,204	New	+$430K	0.39%	62

Other funds holding VLO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Torch Wealth Management's VLO Position: Q4 2019 in Review

Torch Wealth Management reduced its Valero Energy (VLO) stake by 0.58% in Q4 2019, selling an estimated $5.67K and leaving 10,345 shares worth $968K. The position accounts for 0.53% of the portfolio, ranked #59.

Torch Wealth Management first reported a position in VLO in Q4 2013 and has held it in 8 quarters since. The position peaked at $2.25M in Q4 2014. 1,219 funds tracked by Wall St. Rank hold VLO as of Q4 2019.

Torch Wealth Management held 10,345 shares of Valero Energy worth $968K as of Q4 2019.
Torch Wealth Management sold 60 Valero Energy shares in Q4 2019, an estimated $5.67K.
Valero Energy made up 0.53% of Torch Wealth Management's portfolio in Q4 2019, its #59 holding.
Torch Wealth Management first reported a position in Valero Energy in Q4 2013 and has held it in 8 quarters since.
Torch Wealth Management's Valero Energy position peaked at $2.25M in Q4 2014.
1,219 funds tracked by Wall St. Rank held Valero Energy as of Q4 2019.

Based on Torch Wealth Management's 13F filing for Q4 2019, filed 25 Feb 2020.