Clear Perspectives Financial Planning, LLC Valero Energy Corp Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 05, 2021	SELL	$60.2 - $78.07 $16,856 - $21,859	-280 Closed	0 $0
Q2 2021 Aug 05, 2021	BUY	$68.48 - $84.39 $19,174 - $23,629	280 New	280 $22,000

Others Institutions Holding VLO

# of Institutions

1,666

Shares Held

255M

Call Options Held

10.3M

Put Options Held

6.16M

Vanguard Group Inc Valley Forge, PA

31.7M
Shares

$4.98 Billion
0.11% of portfolio
Black Rock Inc. New York, NY

28.9M
Shares

$4.53 Billion
0.12% of portfolio
State Street Corp Boston, MA

22.3M
Shares

$3.5 Billion
0.17% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

10.1M
Shares

$1.59 Billion
0.4% of portfolio
Morgan Stanley New York, NY

8.6M
Shares

$1.35 Billion
0.12% of portfolio

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 $60.4B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Clear Perspectives Financial Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clear Perspectives Financial Planning, LLC with notifications on news.

Account