Schechter Investment Advisors, LLC Valero Energy Corp Transaction History

Schechter Investment Advisors, LLC

$853 Million
Q1 2025

A detailed history of Schechter Investment Advisors, LLC transactions in Valero Energy Corp stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 1,717 shares of VLO stock, worth $291,134. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,717

Previous 1,710 0.41%

Holding current value

$291,134

Previous $209,000 8.13%

% of portfolio

0.03%

Previous 0.02%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	BUY	$121.76 - $142.99 $852 - $1,000	7 Added 0.41%	1,717 $226,000
Q4 2024 Feb 06, 2025	SELL	$118.59 - $144.02 $33,560 - $40,757	-283 Reduced 14.2%	1,710 $209,000
Q3 2024 Nov 12, 2024	BUY	$132.81 - $163.48 $12,749 - $15,694	96 Added 5.06%	1,993 $269,000
Q2 2024 Aug 12, 2024	BUY	$148.38 - $183.39 $1,483 - $1,833	10 Added 0.53%	1,897 $297,000
Q1 2024 May 06, 2024	BUY	$124.77 - $170.98 $16,719 - $22,911	134 Added 7.64%	1,887 $322,000
Q4 2023 Jan 17, 2024	SELL	$119.92 - $138.09 $13,431 - $15,466	-112 Reduced 6.01%	1,753 $227,000
Q3 2023 Nov 06, 2023	BUY	$112.61 - $147.18 $11,035 - $14,423	98 Added 5.55%	1,865 $264,000
Q2 2023 Jul 26, 2023	SELL	$104.31 - $138.53 $43,080 - $57,212	-413 Reduced 18.94%	1,767 $207,000
Q1 2023 Apr 28, 2023	BUY	$119.51 - $149.96 $38,601 - $48,437	323 Added 17.39%	2,180 $304,000
Q4 2022 Feb 13, 2023	BUY	$108.68 - $141.95 $201,818 - $263,601	1,857 New	1,857 $235,000
Q2 2022 Nov 03, 2022	BUY	$100.74 - $145.08 $197,752 - $284,792	1,963 New	1,963 $209,000

Others Institutions Holding VLO

# of Institutions

1,773

Shares Held

266M

Call Options Held

4.03M

Put Options Held

4.28M

View Full List

About VALERO ENERGY CORP

Ticker VLO
Exchange NYSE
Sector Energy
Industry Oil & Gas Refining & Marketing
Shares Outstandng 385,523,008
Market Cap $65.4B
Description
Valero Energy Corporation manufactures, markets, and sells transportation fuels and petrochemical products in the United States, Canada, the United Kingdom, Ireland, and internationally. The company operates through three segments: Refining, Renewable Diesel, and Ethanol. It produces conventional, premium, and reformulated gasolines; gasoline me...

More about VLO

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Schechter Investment Advisors, LLC Valero Energy Corp Transaction History