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Winslow Evans & Crocker’s Valero Energy VLO Stock Holding History

Winslow Evans & Crocker’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
Q4 		$11K Hold
200
– – ﹤0.01% 938
2020
Q3 		$9K Sell
200
-115
-37% -$6.02K ﹤0.01% 784
2020
Q2 		$19K Sell
315
-1
-0.3% -$60 0.01% 625
2020
Q1 		$16K Sell
316
-520
-62% -$37.8K 0.01% 624
2019
Q4 		$80K Sell
836
-130
-13% -$12.3K 0.02% 427
2019
Q3 		$84K Sell
966
-106
-10% -$8.57K 0.02% 423
2019
Q2 		$94K Buy
1,072
+2
+0.2% +$165 0.03% 411
2019
Q1 		$94K Sell
1,070
-72
-6% -$5.95K 0.03% 395
2018
Q4 		$86K Buy
1,142
+150
+15% +$13.2K 0.03% 384
2018
Q3 		$116K Buy
992
+186
+23% +$21.1K 0.04% 352
2018
Q2 		$92K Buy
806
+100
+14% +$11.2K 0.03% 383
2018
Q1 		$65.4K Hold
706
– – 0.02% 433
2017
Q4 		$64.8K Buy
706
+250
+55% +$20.6K 0.02% 442
2017
Q3 		$35K Sell
456
-199
-30% -$13.7K 0.01% 555
2017
Q2 		$44.2K Sell
655
-1
-0.2% -$65 0.01% 577
2017
Q1 		$43.4K Hold
656
– – 0.01% 565
2016
Q4 		$44.8K Sell
656
-342
-34% -$21K 0.01% 560
2016
Q3 		$52.8K Hold
998
– – 0.02% 525
2016
Q2 		$50.8K Buy
998
+222
+29% +$12.6K 0.02% 509
2016
Q1 		$49.8K Buy
776
+498
+179% +$31.7K 0.02% 504
2015
Q4 		$19.5K Buy
278
+42
+18% +$2.86K 0.01% 754
2015
Q3 		$14.1K Hold
236
– – ﹤0.01% 813
2015
Q2 		$14.7K Sell
236
-590
-71% -$34.8K ﹤0.01% 836
2015
Q1 		$52.6K Hold
826
– – 0.01% 539
2014
Q4 		$40.9K Sell
826
-350
-30% -$17K 0.01% 577
2014
Q3 		$54.4K Hold
1,176
– – 0.02% 538
2014
Q2 		$58.9K Sell
1,176
-200
-15% -$11K 0.02% 465
2014
Q1 		$73.1K Sell
1,376
-100
-7% -$5.12K 0.03% 431
2013
Q4 		$74K Buy
+1,476
New +$62.2K 0.03% 445

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Winslow Evans & Crocker's VLO Position: Q4 2020 in Review

Winslow Evans & Crocker held its Valero Energy (VLO) position steady in Q4 2020 at 200 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #938.

Winslow Evans & Crocker first reported a position in VLO in Q4 2013 and has held it in 29 quarters since. The position peaked at $116K in Q3 2018. 973 funds tracked by Wall St. Rank hold VLO as of Q4 2020.

  • Winslow Evans & Crocker held 200 shares of Valero Energy worth $11K as of Q4 2020.
  • Winslow Evans & Crocker left its Valero Energy share count unchanged in Q4 2020.
  • Valero Energy made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #938 holding.
  • Winslow Evans & Crocker first reported a position in Valero Energy in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's Valero Energy position peaked at $116K in Q3 2018.
  • 973 funds tracked by Wall St. Rank held Valero Energy as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.