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Wealthspire Advisors (Maryland)’s Valero Energy VLO Stock Holding History

Wealthspire Advisors (Maryland)’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
-3,447
Closed -$203K – 549
2020
Q2 		$203K Sell
3,447
-997
-22% -$59.6K 0.01% 421
2020
Q1 		$202K Sell
4,444
-554
-11% -$40.2K 0.02% 394
2019
Q4 		$468K Sell
4,998
-29
-0.6% -$2.74K 0.03% 290
2019
Q3 		$428K Sell
5,027
-86
-2% -$6.95K 0.03% 285
2019
Q2 		$438K Buy
5,113
+52
+1% +$4.29K 0.03% 277
2019
Q1 		$429K Sell
5,061
-108
-2% -$8.92K 0.03% 280
2018
Q4 		$388K Sell
5,169
-331
-6% -$29.1K 0.03% 269
2018
Q3 		$626K Sell
5,500
-103
-2% -$11.7K 0.05% 204
2018
Q2 		$621K Sell
5,603
-532
-9% -$59.7K 0.06% 197
2018
Q1 		$569K Buy
6,135
+728
+13% +$68K 0.05% 220
2017
Q4 		$497K Sell
5,407
-113
-2% -$9.32K 0.05% 251
2017
Q3 		$425K Buy
5,520
+9
+0.2% +$620 0.05% 269
2017
Q2 		$372K Buy
5,511
+398
+8% +$25.8K 0.04% 290
2017
Q1 		$339K Sell
5,113
-442
-8% -$29.6K 0.05% 263
2016
Q4 		$379K Sell
5,555
-5,285
-49% -$325K 0.06% 226
2016
Q3 		$575K Buy
10,840
+4,772
+79% +$254K 0.09% 153
2016
Q2 		$309K Sell
6,068
-1,008
-14% -$57K 0.05% 245
2016
Q1 		$454K Buy
7,076
+4,680
+195% +$298K 0.08% 170
2015
Q4 		$169K Buy
+2,396
New +$163K 0.03% 399

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

Wealthspire Advisors (Maryland)'s VLO Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) sold out of Valero Energy (VLO) in Q3 2020, closing a stake of 3,447 shares — an estimated $203K sold.

Wealthspire Advisors (Maryland) first reported a position in VLO in Q4 2015 and held it in 19 quarters. The position peaked at $626K in Q3 2018. 901 funds tracked by Wall St. Rank hold VLO as of Q3 2020.

  • Wealthspire Advisors (Maryland) reported no remaining Valero Energy position as of Q3 2020 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 3,447 Valero Energy shares in Q3 2020, an estimated $203K.
  • Wealthspire Advisors (Maryland) first reported a position in Valero Energy in Q4 2015 and held it in 19 quarters.
  • Wealthspire Advisors (Maryland)'s Valero Energy position peaked at $626K in Q3 2018.
  • 901 funds tracked by Wall St. Rank held Valero Energy as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.