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Benson Investment Management Company’s Valero Energy VLO Stock Holding History

Benson Investment Management Company’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
2024
Q3 		– Sell
-31,529
Closed -$4.94M – 62
2024
Q2 		$4.94M Sell
31,529
-135
-0.4% -$21.8K 2.04% 25
2024
Q1 		$5.4M Sell
31,664
-1,057
-3% -$151K 2.3% 12
2023
Q4 		$4.25M Buy
32,721
+284
+0.9% +$36.1K 2.18% 28
2023
Q3 		$4.6M Buy
32,437
+4,859
+18% +$637K 2.58% 6
2023
Q2 		$3.23M Sell
27,578
-3,980
-13% -$463K 1.8% 38
2023
Q1 		$4.41M Sell
31,558
-310
-1% -$41.6K 2.52% 8
2022
Q4 		$4.04M Sell
31,868
-410
-1% -$51.5K 2.39% 16
2022
Q3 		$3.45M Sell
32,278
-130
-0.4% -$14.3K 2.43% 22
2022
Q2 		$3.42M Sell
32,408
-16,510
-34% -$1.95M 2.13% 28
2022
Q1 		$4.97M Sell
48,918
-2,515
-5% -$218K 2.49% 11
2021
Q4 		$3.86M Buy
51,433
+350
+0.7% +$26.1K 1.87% 34
2021
Q3 		$3.6M Buy
51,083
+160
+0.3% +$10.6K 1.86% 30
2021
Q2 		$3.98M Buy
+50,923
New +$3.94M 2.03% 24
2019
Q2 		– Sell
-34,150
Closed -$2.9M – 65
2019
Q1 		$2.9M Buy
34,150
+290
+0.9% +$24K 2.24% 30
2018
Q4 		$2.54M Buy
+33,860
New +$2.97M 2.15% 30

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Benson Investment Management Company's VLO Position: Q3 2024 in Review

Benson Investment Management Company sold out of Valero Energy (VLO) in Q3 2024, closing a stake of 31,529 shares — an estimated $4.94M sold.

Benson Investment Management Company first reported a position in VLO in Q4 2018 and held it in 15 quarters. The position peaked at $5.4M in Q1 2024. 1,446 funds tracked by Wall St. Rank hold VLO as of Q3 2024.

  • Benson Investment Management Company reported no remaining Valero Energy position as of Q3 2024 after selling out during the quarter.
  • Benson Investment Management Company sold 31,529 Valero Energy shares in Q3 2024, an estimated $4.94M.
  • Benson Investment Management Company first reported a position in Valero Energy in Q4 2018 and held it in 15 quarters.
  • Benson Investment Management Company's Valero Energy position peaked at $5.4M in Q1 2024.
  • 1,446 funds tracked by Wall St. Rank held Valero Energy as of Q3 2024.

Based on Benson Investment Management Company's 13F filing for Q3 2024, filed 11 Oct 2024.