A detailed history of Bergan Kdv Wealth Management, LLC transactions in Valero Energy Corp stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 22 shares of VLO stock, worth $2,614. This represents 0.0% of its overall portfolio holdings.

Number of Shares
22
Previous 69 68.12%
Holding current value
$2,614
Previous $9,000 77.78%
% of portfolio
0.0%
Previous 0.0%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023

SELL
$104.31 - $138.53 $4,902 - $6,510
-47 Reduced 68.12%
22 $2,000
Q1 2023

Apr 27, 2023

BUY
$119.51 - $149.96 $119 - $149
1 Added 1.47%
69 $9,000
Q3 2022

Oct 24, 2022

SELL
$97.89 - $123.42 $3,621 - $4,566
-37 Reduced 35.24%
68 $7,000
Q2 2022

Jul 13, 2022

SELL
$100.74 - $145.08 $100 - $145
-1 Reduced 0.94%
105 $11,000
Q4 2021

Jan 28, 2022

SELL
$66.94 - $82.69 $267 - $330
-4 Reduced 3.64%
106 $8,000
Q3 2021

Nov 12, 2021

BUY
$60.2 - $78.07 $301 - $390
5 Added 4.76%
110 $8,000
Q2 2021

Aug 10, 2021

BUY
$68.48 - $84.39 $68 - $84
1 Added 0.96%
105 $8,000
Q1 2021

May 11, 2021

SELL
$55.73 - $82.48 $19,505 - $28,868
-350 Reduced 77.09%
104 $7,000
Q4 2020

Feb 04, 2021

BUY
$36.19 - $61.27 $1,085 - $1,838
30 Added 7.08%
454 $26,000
Q3 2020

Nov 05, 2020

SELL
$43.32 - $59.69 $346 - $477
-8 Reduced 1.85%
424 $18,000
Q2 2020

Aug 13, 2020

SELL
$40.34 - $75.62 $80 - $151
-2 Reduced 0.46%
432 $25,000
Q1 2020

Apr 24, 2020

BUY
$32.62 - $96.89 $293 - $872
9 Added 2.12%
434 $20,000
Q4 2019

Feb 10, 2020

BUY
$82.8 - $101.4 $2,070 - $2,535
25 Added 6.25%
425 $40,000
Q2 2018

Jul 23, 2018

BUY
$91.56 - $124.44 $36,624 - $49,776
400 New
400 $44,000

Others Institutions Holding VLO

About VALERO ENERGY CORP


  • Ticker VLO
  • Exchange NYSE
  • Sector Energy
  • Industry Oil & Gas Refining & Marketing
  • Shares Outstandng 385,523,008
  • Market Cap $45.8B
  • 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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