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UBP Investment Advisors’s Valero Energy VLO Stock Holding History

UBP Investment 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
2020
Q3 		– Sell
-3,695
Closed -$217K – 67
2020
Q2 		$217K Buy
+3,695
New +$221K 0.17% 52

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

UBP Investment Advisors's VLO Position: Q3 2020 in Review

UBP Investment Advisors sold out of Valero Energy (VLO) in Q3 2020, closing a stake of 3,695 shares — an estimated $217K sold.

UBP Investment Advisors first reported a position in VLO in Q2 2020 and held it in 1 quarter. The position peaked at $217K in Q2 2020. 901 funds tracked by Wall St. Rank hold VLO as of Q3 2020.

  • UBP Investment Advisors reported no remaining Valero Energy position as of Q3 2020 after selling out during the quarter.
  • UBP Investment Advisors sold 3,695 Valero Energy shares in Q3 2020, an estimated $217K.
  • UBP Investment Advisors first reported a position in Valero Energy in Q2 2020 and held it in 1 quarter.
  • UBP Investment Advisors's Valero Energy position peaked at $217K in Q2 2020.
  • 901 funds tracked by Wall St. Rank held Valero Energy as of Q3 2020.

Based on UBP Investment Advisors's 13F filing for Q3 2020, filed 22 Oct 2020.