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Wealthfront’s Valero Energy VLO Stock Holding History

Wealthfront’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
Q3 		$1.57M Sell
13,830
-1,381
-9% -$157K 0.02% 170
2018
Q2 		$1.69M Sell
15,211
-778
-5% -$87.3K 0.02% 149
2018
Q1 		$1.48M Buy
15,989
+2,894
+22% +$270K 0.02% 178
2017
Q4 		$1.2M Buy
13,095
+2,073
+19% +$171K 0.01% 198
2017
Q3 		$848K Buy
11,022
+2,204
+25% +$152K 0.01% 228
2017
Q2 		$595K Buy
8,818
+66
+0.8% +$4.28K 0.01% 236
2017
Q1 		$580K Buy
8,752
+476
+6% +$31.9K 0.01% 199
2016
Q4 		$565K Buy
8,276
+2,090
+34% +$129K 0.01% 177
2016
Q3 		$328K Buy
6,186
+568
+10% +$30.3K 0.01% 259
2016
Q2 		$287K Buy
5,618
+266
+5% +$15.1K 0.01% 268
2016
Q1 		$343K Sell
5,352
-2,898
-35% -$184K 0.01% 221
2015
Q4 		$583K Buy
8,250
+907
+12% +$61.8K 0.02% 125
2015
Q3 		$441K Buy
7,343
+1,142
+18% +$72.5K 0.02% 149
2015
Q2 		$388K Buy
6,201
+1,952
+46% +$115K 0.02% 147
2015
Q1 		$270K Buy
4,249
+1,423
+50% +$79.4K 0.01% 182
2014
Q4 		$140K Buy
2,826
+2,500
+767% +$121K 0.01% 293
2014
Q3 		$15K Sell
326
-1,028
-76% -$51.9K ﹤0.01% 516
2014
Q2 		$69K Buy
1,354
+417
+45% +$23K 0.01% 306
2014
Q1 		$52K Buy
+937
New +$48K 0.01% 261

Other funds holding VLO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthfront's VLO Position: Q3 2018 in Review

Wealthfront reduced its Valero Energy (VLO) stake by 9.1% in Q3 2018, selling an estimated $157K and leaving 13,830 shares worth $1.57M. The position accounts for 0.02% of the portfolio, ranked #170.

Wealthfront first reported a position in VLO in Q1 2014 and has held it in 19 quarters since. The position peaked at $1.69M in Q2 2018. 1,153 funds tracked by Wall St. Rank hold VLO as of Q3 2018.

  • Wealthfront held 13,830 shares of Valero Energy worth $1.57M as of Q3 2018.
  • Wealthfront sold 1,381 Valero Energy shares in Q3 2018, an estimated $157K.
  • Valero Energy made up 0.02% of Wealthfront's portfolio in Q3 2018, its #170 holding.
  • Wealthfront first reported a position in Valero Energy in Q1 2014 and has held it in 19 quarters since.
  • Wealthfront's Valero Energy position peaked at $1.69M in Q2 2018.
  • 1,153 funds tracked by Wall St. Rank held Valero Energy as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.