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YHB Investment Advisors’s Valero Energy VLO Stock Holding History

YHB 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
Q1 		– Sell
-2,368
Closed -$222K – 186
2019
Q4 		$222K Buy
+2,368
New +$224K 0.03% 178
2018
Q4 		– Sell
-2,451
Closed -$279K – 191
2018
Q3 		$279K Sell
2,451
-700
-22% -$79.5K 0.04% 165
2018
Q2 		$349K Sell
3,151
-100
-3% -$11.2K 0.06% 149
2018
Q1 		$302K Sell
3,251
-225
-6% -$21K 0.05% 153
2017
Q4 		$319K Hold
3,476
– – 0.05% 155
2017
Q3 		$267K Hold
3,476
– – 0.05% 160
2017
Q2 		$234K Hold
3,476
– – 0.04% 168
2017
Q1 		$225K Buy
3,476
+110
+3% +$7.36K 0.04% 169
2016
Q4 		$230K Buy
+3,366
New +$207K 0.05% 164
2016
Q2 		– Sell
-3,566
Closed -$229K – 169
2016
Q1 		$229K Sell
3,566
-300
-8% -$19.1K 0.06% 141
2015
Q4 		$273K Sell
3,866
-300
-7% -$20.4K 0.06% 142
2015
Q3 		$250K Buy
4,166
+476
+13% +$30.2K 0.06% 142
2015
Q2 		$231K Sell
3,690
-200
-5% -$11.8K 0.05% 155
2015
Q1 		$247K Buy
+3,890
New +$217K 0.06% 153

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

YHB Investment Advisors's VLO Position: Q1 2020 in Review

YHB Investment Advisors sold out of Valero Energy (VLO) in Q1 2020, closing a stake of 2,368 shares — an estimated $222K sold.

YHB Investment Advisors first reported a position in VLO in Q1 2015 and held it in 14 quarters. The position peaked at $349K in Q2 2018. 1,000 funds tracked by Wall St. Rank hold VLO as of Q1 2020.

  • YHB Investment Advisors reported no remaining Valero Energy position as of Q1 2020 after selling out during the quarter.
  • YHB Investment Advisors sold 2,368 Valero Energy shares in Q1 2020, an estimated $222K.
  • YHB Investment Advisors first reported a position in Valero Energy in Q1 2015 and held it in 14 quarters.
  • YHB Investment Advisors's Valero Energy position peaked at $349K in Q2 2018.
  • 1,000 funds tracked by Wall St. Rank held Valero Energy as of Q1 2020.

Based on YHB Investment Advisors's 13F filing for Q1 2020, filed 16 Apr 2020.