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WFG Advisors’s Valero Energy VLO Stock Holding History

WFG Advisors’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
2017
Q2 		$44K Buy
659
+163
+33% +$10.6K 0.01% 730
2017
Q1 		$33K Sell
496
-3,343
-87% -$224K 0.01% 771
2016
Q4 		$262K Buy
3,839
+1,924
+100% +$118K 0.06% 307
2016
Q3 		$101K Buy
1,915
+330
+21% +$17.6K 0.03% 518
2016
Q2 		$81K Sell
1,585
-1,705
-52% -$96.5K 0.02% 554
2016
Q1 		$211K Sell
3,290
-397
-11% -$25.2K 0.06% 291
2015
Q4 		$261K Sell
3,687
-169
-4% -$11.5K 0.08% 245
2015
Q3 		$232K Buy
3,856
+4
+0.1% +$254 0.07% 260
2015
Q2 		$241K Buy
3,852
+4
+0.1% +$236 0.07% 292
2015
Q1 		$245K Buy
3,848
+729
+23% +$40.7K 0.07% 299
2014
Q4 		$154K Buy
3,119
+506
+19% +$24.5K 0.03% 514
2014
Q3 		$121K Sell
2,613
-1,060
-29% -$53.5K 0.02% 596
2014
Q2 		$184K Buy
3,673
+855
+30% +$47.1K 0.03% 464
2014
Q1 		$150K Sell
2,818
-1,835
-39% -$94K 0.03% 503
2013
Q4 		$235K Sell
4,653
-3,452
-43% -$145K 0.03% 479
2013
Q3 		$277K Sell
8,105
-694
-8% -$24.5K 0.04% 408
2013
Q2 		$306K Buy
+8,799
New +$335K 0.05% 365

Other funds holding VLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

WFG Advisors's VLO Position: Q2 2017 in Review

WFG Advisors increased its Valero Energy (VLO) stake by 33% in Q2 2017, buying an estimated $10.6K and bringing the position to 659 shares worth $44K. The position accounts for 0.01% of the portfolio, ranked #730.

WFG Advisors first reported a position in VLO in Q2 2013 and has held it in 17 quarters since. The position peaked at $306K in Q2 2013. 938 funds tracked by Wall St. Rank hold VLO as of Q2 2017.

  • WFG Advisors held 659 shares of Valero Energy worth $44K as of Q2 2017.
  • WFG Advisors bought 163 Valero Energy shares in Q2 2017, an estimated $10.6K.
  • Valero Energy made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #730 holding.
  • WFG Advisors first reported a position in Valero Energy in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Valero Energy position peaked at $306K in Q2 2013.
  • 938 funds tracked by Wall St. Rank held Valero Energy as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.