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Woodard & Company Asset Management Group’s Valero Energy VLO Stock Holding History

Woodard & Company Asset Management Group’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
Q4 		– Sell
-854
Closed -$96K – 220
2018
Q3 		$96K Hold
854
– – 0.09% 68
2018
Q2 		$94.6K Buy
854
+24
+3% +$2.69K 0.09% 68
2018
Q1 		$78K Hold
830
– – 0.08% 71
2017
Q4 		$75K Buy
+830
New +$68.5K 0.07% 80

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
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Woodard & Company Asset Management Group's VLO Position: Q4 2018 in Review

Woodard & Company Asset Management Group sold out of Valero Energy (VLO) in Q4 2018, closing a stake of 854 shares — an estimated $96K sold.

Woodard & Company Asset Management Group first reported a position in VLO in Q4 2017 and held it in 4 quarters. The position peaked at $96K in Q3 2018. 1,075 funds tracked by Wall St. Rank hold VLO as of Q4 2018.

  • Woodard & Company Asset Management Group reported no remaining Valero Energy position as of Q4 2018 after selling out during the quarter.
  • Woodard & Company Asset Management Group sold 854 Valero Energy shares in Q4 2018, an estimated $96K.
  • Woodard & Company Asset Management Group first reported a position in Valero Energy in Q4 2017 and held it in 4 quarters.
  • Woodard & Company Asset Management Group's Valero Energy position peaked at $96K in Q3 2018.
  • 1,075 funds tracked by Wall St. Rank held Valero Energy as of Q4 2018.

Based on Woodard & Company Asset Management Group's 13F filing for Q4 2018, filed 1 Feb 2019.