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Berman Capital Advisors’s Valero Energy VLO Stock Holding History

Berman Capital 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
2021
Q3 		$116K Buy
1,665
+443
+36% +$29.5K 0.02% 398
2021
Q2 		$95K Buy
1,222
+371
+44% +$28.7K 0.02% 398
2021
Q1 		$60K Buy
851
+368
+76% +$25K 0.01% 420
2020
Q4 		$27K Sell
483
-19
-4% -$932 0.01% 596
2020
Q3 		$21K Buy
502
+51
+11% +$2.67K 0.01% 575
2020
Q2 		$25K Buy
451
+34
+8% +$2.03K 0.01% 483
2020
Q1 		$18K Sell
417
-539
-56% -$39.2K 0.01% 527
2019
Q4 		$89K Buy
956
+2
+0.2% +$189 0.03% 239
2019
Q3 		$81K Buy
954
+104
+12% +$8.41K 0.03% 240
2019
Q2 		$72K Buy
850
+49
+6% +$4.04K 0.02% 251
2019
Q1 		$68K Buy
801
+146
+22% +$12.1K 0.02% 240
2018
Q4 		$48K Buy
+655
New +$57.5K 0.02% 257

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Berman Capital Advisors's VLO Position: Q3 2021 in Review

Berman Capital Advisors increased its Valero Energy (VLO) stake by 36% in Q3 2021, buying an estimated $29.5K and bringing the position to 1,665 shares worth $116K. The position accounts for 0.02% of the portfolio, ranked #398.

Berman Capital Advisors first reported a position in VLO in Q4 2018 and has held it in 12 quarters since. 995 funds tracked by Wall St. Rank hold VLO as of Q3 2021.

  • Berman Capital Advisors held 1,665 shares of Valero Energy worth $116K as of Q3 2021.
  • Berman Capital Advisors bought 443 Valero Energy shares in Q3 2021, an estimated $29.5K.
  • Valero Energy made up 0.02% of Berman Capital Advisors's portfolio in Q3 2021, its #398 holding.
  • Berman Capital Advisors first reported a position in Valero Energy in Q4 2018 and has held it in 12 quarters since.
  • 995 funds tracked by Wall St. Rank held Valero Energy as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.