Clearstead Advisors, LLC Valero Energy Corp Transaction History

Clearstead Advisors, LLC

$6.3 Billion
Q1 2025

A detailed history of Clearstead Advisors, LLC transactions in Valero Energy Corp stock. As of the latest transaction made, Clearstead Advisors, LLC holds 9,719 shares of VLO stock, worth $1.25 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

9,719

Previous 8,710 11.58%

Holding current value

$1.25 Million

Previous $1.07 Million 20.24%

% of portfolio

0.02%

Previous 0.02%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$121.76 - $142.99 $122,855 - $144,276	1,009 Added 11.58%	9,719 $1.28 Million
Q4 2024 Feb 10, 2025	BUY	$118.59 - $144.02 $48,503 - $58,904	409 Added 4.93%	8,710 $1.07 Million
Q3 2024 Nov 13, 2024	SELL	$132.81 - $163.48 $91,771 - $112,964	-691 Reduced 7.68%	8,301 $1.12 Million
Q2 2024 Aug 09, 2024	BUY	$148.38 - $183.39 $950,077 - $1.17 Million	6,403 Added 247.32%	8,992 $1.41 Million
Q1 2024 May 14, 2024	BUY	$124.77 - $170.98 $34,311 - $47,019	275 Added 11.88%	2,589 $441,000
Q4 2023 Feb 12, 2024	BUY	$119.92 - $138.09 $23,984 - $27,618	200 Added 9.46%	2,314 $300,000
Q3 2023 Nov 07, 2023	BUY	$112.61 - $147.18 $105,853 - $138,349	940 Added 80.07%	2,114 $299,000
Q2 2023 Aug 07, 2023	BUY	$104.31 - $138.53 $53,198 - $70,650	510 Added 76.81%	1,174 $137,000
Q1 2023 May 09, 2023	BUY	$119.51 - $149.96 $4,660 - $5,848	39 Added 6.24%	664 $92,000
Q4 2022 Feb 14, 2023	BUY	$108.68 - $141.95 $4,999 - $6,529	46 Added 7.94%	625 $79,000
Q3 2022 Nov 14, 2022	BUY	$97.89 - $123.42 $11,355 - $14,316	116 Added 25.05%	579 $62,000
Q2 2022 Aug 12, 2022	BUY	$100.74 - $145.08 $2,216 - $3,191	22 Added 4.99%	463 $49,000
Q3 2021 Nov 12, 2021	SELL	$60.2 - $78.07 $82,594 - $107,112	-1,372 Reduced 75.68%	441 $31,000
Q2 2021 Aug 12, 2021	SELL	$68.48 - $84.39 $10,135 - $12,489	-148 Reduced 7.55%	1,813 $142,000
Q1 2021 May 14, 2021	BUY	$55.73 - $82.48 $12,316 - $18,228	221 Added 12.7%	1,961 $140,000
Q4 2020 Feb 11, 2021	BUY	$36.19 - $61.27 $14,476 - $24,508	400 Added 29.85%	1,740 $98,000
Q3 2020 Nov 12, 2020	SELL	$43.32 - $59.69 $8,664 - $11,938	-200 Reduced 12.99%	1,340 $58,000
Q2 2020 Aug 11, 2020	SELL	$40.34 - $75.62 $36,104 - $67,679	-895 Reduced 36.76%	1,540 $91,000
Q1 2020 May 14, 2020	SELL	$32.62 - $96.89 $2,283 - $6,782	-70 Reduced 2.79%	2,435 $110,000
Q4 2019 Feb 11, 2020	SELL	$82.8 - $101.4 $17,388 - $21,294	-210 Reduced 7.73%	2,505 $235,000
Q3 2019 Nov 12, 2019	SELL	$71.71 - $86.17 $358 - $430	-5 Reduced 0.18%	2,715 $231,000
Q2 2019 Aug 08, 2019	SELL	$70.4 - $91.15 $26,400 - $34,181	-375 Reduced 12.12%	2,720 $233,000
Q1 2019 May 14, 2019	BUY	$74.2 - $87.82 $229,649 - $271,802	3,095 New	3,095 $263,000

Others Institutions Holding VLO

# of Institutions

1,683

Shares Held

270M

Call Options Held

3.91M

Put Options Held

4.78M

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 $49.7B
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...

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Clearstead Advisors, LLC Valero Energy Corp Transaction History