tru Independence’s Valero Energy VLO Stock Holding History

tru Independence’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 Q1	–	Sell	-11	Closed	-$1	–	700
2020 Q4	$1	Buy	+11	New	+$540	﹤0.01%	746
2020 Q3	–	Sell	-2,350	Closed	-$139	–	838
2020 Q2	$139	Sell	2,350 -800	-25%	-$47.8K	0.02%	276
2020 Q1	$143	Hold	3,150	–	–	0.02%	223
2019 Q4	$143K	Buy	+3,150	New	+$298K	0.02%	276

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

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

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

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

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

tru Independence's VLO Position: Q1 2021 in Review

tru Independence sold out of Valero Energy (VLO) in Q1 2021, closing a stake of 11 shares — an estimated $1 sold.

tru Independence first reported a position in VLO in Q4 2019 and held it in 4 quarters. The position peaked at $143K in Q4 2019. 1,016 funds tracked by Wall St. Rank hold VLO as of Q1 2021.

tru Independence reported no remaining Valero Energy position as of Q1 2021 after selling out during the quarter.
tru Independence sold 11 Valero Energy shares in Q1 2021, an estimated $1.
tru Independence first reported a position in Valero Energy in Q4 2019 and held it in 4 quarters.
tru Independence's Valero Energy position peaked at $143K in Q4 2019.
1,016 funds tracked by Wall St. Rank held Valero Energy as of Q1 2021.

Based on tru Independence's 13F filing for Q1 2021, filed 20 May 2021.