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Bingham Osborn & Scarborough’s Valero Energy VLO Stock Holding History

Bingham Osborn & Scarborough’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
Q3 		– Sell
-4,418
Closed -$260K – 167
2020
Q2 		$260K Sell
4,418
-78
-2% -$4.66K 0.02% 134
2020
Q1 		$204K Sell
4,496
-123
-3% -$8.94K 0.02% 142
2019
Q4 		$433K Buy
4,619
+283
+7% +$26.7K 0.04% 103
2019
Q3 		$370K Sell
4,336
-135
-3% -$10.9K 0.03% 104
2019
Q2 		$383K Buy
+4,471
New +$369K 0.03% 103
2014
Q2 		– Sell
-4,000
Closed -$212K – 125
2014
Q1 		$212K Hold
4,000
– – 0.03% 99
2013
Q4 		$202K Buy
+4,000
New +$169K 0.03% 100

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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Bingham Osborn & Scarborough's VLO Position: Q3 2020 in Review

Bingham Osborn & Scarborough sold out of Valero Energy (VLO) in Q3 2020, closing a stake of 4,418 shares — an estimated $260K sold.

Bingham Osborn & Scarborough first reported a position in VLO in Q4 2013 and held it in 7 quarters. The position peaked at $433K in Q4 2019. 901 funds tracked by Wall St. Rank hold VLO as of Q3 2020.

  • Bingham Osborn & Scarborough reported no remaining Valero Energy position as of Q3 2020 after selling out during the quarter.
  • Bingham Osborn & Scarborough sold 4,418 Valero Energy shares in Q3 2020, an estimated $260K.
  • Bingham Osborn & Scarborough first reported a position in Valero Energy in Q4 2013 and held it in 7 quarters.
  • Bingham Osborn & Scarborough's Valero Energy position peaked at $433K in Q4 2019.
  • 901 funds tracked by Wall St. Rank held Valero Energy as of Q3 2020.

Based on Bingham Osborn & Scarborough's 13F filing for Q3 2020, filed 4 Nov 2020.