Avitas Wealth Management LLC Valero Energy Corp Transaction History

Avitas Wealth Management LLC

  • $701 Million
  • Q3 2024

A detailed history of Avitas Wealth Management LLC transactions in Valero Energy Corp stock. As of the latest transaction made, Avitas Wealth Management LLC holds 39,740 shares of VLO stock, worth $5.6 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares
39,740
Previous 39,158 1.49%
Holding current value
$5.6 Million
Previous $6.14 Million 12.58%
% of portfolio
0.77%
Previous 0.91%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024
BUY
$132.81 - $163.48 $77,295 - $95,145
582 Added 1.49%
39,740 $5.37 Million
Q2 2024

Jul 24, 2024
BUY
$148.38 - $183.39 $26,114 - $32,276
176 Added 0.45%
39,158 $6.14 Million
Q1 2024

Apr 24, 2024
BUY
$124.77 - $170.98 $71,742 - $98,313
575 Added 1.5%
38,982 $6.65 Million
Q4 2023

Jan 24, 2024
BUY
$119.92 - $138.09 $171,005 - $196,916
1,426 Added 3.86%
38,407 $4.99 Million
Q3 2023

Nov 02, 2023
BUY
$112.61 - $147.18 $1,914 - $2,502
17 Added 0.05%
36,981 $5.24 Million
Q2 2023

Jul 18, 2023
BUY
$104.31 - $138.53 $46,209 - $61,368
443 Added 1.21%
36,964 $4.34 Million
Q1 2023

May 15, 2023
SELL
$119.51 - $149.96 $14,938 - $18,745
-125 Reduced 0.34%
36,521 $5.1 Million
Q4 2022

Jan 10, 2023
SELL
$108.68 - $141.95 $3,369 - $4,400
-31 Reduced 0.08%
36,646 $0
Q3 2022

Oct 27, 2022
BUY
$97.89 - $123.42 $53,056 - $66,893
542 Added 1.5%
36,677 $3.92 Million
Q2 2022

Jul 29, 2022
SELL
$100.74 - $145.08 $2.27 Million - $3.27 Million
-22,520 Reduced 38.39%
36,135 $3.84 Million
Q1 2022

Apr 28, 2022
SELL
$77.14 - $101.54 $139,546 - $183,685
-1,809 Reduced 2.99%
58,655 $5.96 Million
Q4 2021

Jan 26, 2022
BUY
$66.94 - $82.69 $74,838 - $92,447
1,118 Added 1.88%
60,464 $4.54 Million
Q3 2021

Oct 28, 2021
BUY
$60.2 - $78.07 $3.57 Million - $4.63 Million
59,346 New
59,346 $4.19 Million
Q1 2020

May 13, 2020
SELL
$32.62 - $96.89 $1.4 Million - $4.16 Million
-42,927 Closed
0 $0
Q4 2019

Feb 13, 2020
BUY
$82.8 - $101.4 $13,082 - $16,021
158 Added 0.37%
42,927 $4.02 Million
Q3 2019

Oct 18, 2019
BUY
$71.71 - $86.17 $48,332 - $58,078
674 Added 1.6%
42,769 $3.65 Million
Q2 2019

Jul 23, 2019
BUY
$70.4 - $91.15 $471,820 - $610,887
6,702 Added 18.94%
42,095 $3.6 Million
Q1 2019

May 01, 2019
BUY
$74.2 - $87.82 $16,546 - $19,583
223 Added 0.63%
35,393 $3 Million
Q4 2018

Feb 08, 2019
BUY
$68.94 - $119.99 $2.42 Million - $4.22 Million
35,170 New
35,170 $2.64 Million

Others Institutions Holding VLO

# of Institutions
1,607
Shares Held
256M
Call Options Held
11M
Put Options Held
6.24M
View Full List

About VALERO ENERGY CORP

VLO Quotes by TradingView
  • Ticker VLO
  • Exchange NYSE
  • Sector Energy
  • Industry Oil & Gas Refining & Marketing
  • Shares Outstandng 385,523,008
  • Market Cap $54.3B
  • 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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