Ep Wealth Advisors, LLC Valero Energy Corp Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Valero Energy Corp stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 203,092 shares of VLO stock, worth $35.4 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
203,092
Previous 193,087 5.18%
Holding current value
$35.4 Million
Previous $25.5 Million 7.05%
% of portfolio
0.19%
Previous 0.21%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$104.69 - $141.77 $1.05 Million - $1.42 Million
10,005 Added 5.18%
203,092 $27.3 Million
Q1 2025

May 15, 2025
BUY
$121.76 - $142.99 $852,563 - $1 Million
7,002 Added 3.76%
193,087 $25.5 Million
Q4 2024

Feb 13, 2025
BUY
$118.59 - $144.02 $517,645 - $628,647
4,365 Added 2.4%
186,085 $22.8 Million
Q3 2024

Nov 14, 2024
BUY
$132.81 - $163.48 $1.35 Million - $1.67 Million
10,197 Added 5.94%
181,720 $24.5 Million
Q2 2024

Aug 19, 2024
SELL
$148.38 - $183.39 $372,878 - $460,859
-2,513 Reduced 1.44%
171,523 $26.9 Million
Q1 2024

May 14, 2024
SELL
$124.77 - $170.98 $18.4 Million - $25.3 Million
-147,765 Reduced 45.92%
174,036 $29.7 Million
Q4 2023

Feb 28, 2024
BUY
$119.92 - $138.09 $451,139 - $519,494
3,762 Added 1.18%
321,801 $41.8 Million
Q3 2023

Nov 22, 2023
BUY
$112.61 - $147.18 $14.5 Million - $18.9 Million
128,398 Added 67.71%
318,039 $45.1 Million
Q2 2023

Aug 14, 2023
SELL
$104.31 - $138.53 $134 Million - $177 Million
-1,280,784 Reduced 87.1%
189,641 $22.2 Million
Q1 2023

Jun 05, 2023
BUY
$119.51 - $149.96 $135 Million - $170 Million
1,131,398 Added 333.72%
1,470,425 $205 Million
Q4 2022

Jun 12, 2023
SELL
$108.68 - $141.95 $125 Million - $163 Million
-1,151,119 Reduced 78.28%
319,306 $40.5 Million
Q3 2022

Dec 02, 2022
SELL
$97.89 - $123.42 $1.46 Million - $1.84 Million
-14,901 Reduced 4.21%
339,027 $36.2 Million
Q2 2022

Aug 11, 2022
SELL
$100.74 - $145.08 $3.3 Million - $4.76 Million
-32,781 Reduced 8.48%
353,928 $37.6 Million
Q1 2022

May 20, 2022
BUY
$77.14 - $101.54 $383,925 - $505,364
4,977 Added 1.3%
386,709 $39.3 Million
Q4 2021

Feb 17, 2022
BUY
$66.94 - $82.69 $956,773 - $1.18 Million
14,293 Added 3.89%
381,732 $28.7 Million
Q3 2021

Nov 23, 2021
BUY
$60.2 - $78.07 $20.2 Million - $26.2 Million
336,222 Added 1077.05%
367,439 $25.9 Million
Q3 2021

Nov 16, 2021
SELL
$60.2 - $78.07 $17.8 Million - $23.1 Million
-296,142 Reduced 90.46%
31,217 $25.9 Million
Q2 2021

Aug 24, 2021
BUY
$68.48 - $84.39 $790,807 - $974,535
11,548 Added 3.66%
327,359 $25.6 Million
Q1 2021

May 17, 2021
BUY
$55.73 - $82.48 $1.02 Million - $1.52 Million
18,385 Added 6.18%
315,811 $22.6 Million
Q4 2020

Feb 18, 2021
BUY
$36.19 - $61.27 $1.25 Million - $2.11 Million
34,498 Added 13.12%
297,426 $16.8 Million
Q3 2020

Nov 17, 2020
BUY
$43.32 - $59.69 $1.63 Million - $2.25 Million
37,629 Added 16.7%
262,928 $11.4 Million
Q2 2020

Aug 14, 2020
BUY
$40.34 - $75.62 $3.54 Million - $6.63 Million
87,719 Added 63.76%
225,299 $13.3 Million
Q1 2020

May 18, 2020
BUY
$32.62 - $96.89 $4.22 Million - $12.5 Million
129,461 Added 1594.54%
137,580 $6.24 Million
Q4 2019

Feb 14, 2020
SELL
$82.8 - $101.4 $107,971 - $132,225
-1,304 Reduced 13.84%
8,119 $760,000
Q3 2019

Nov 18, 2019
SELL
$71.71 - $86.17 $95,446 - $114,692
-1,331 Reduced 12.38%
9,423 $803,000
Q2 2019

Aug 27, 2019
BUY
$70.4 - $91.15 $757,081 - $980,227
10,754 New
10,754 $921,000
Q1 2019

May 20, 2019
SELL
$74.2 - $87.82 $830,298 - $982,705
-11,190 Closed
0 $0
Q4 2018

Feb 19, 2019
BUY
$68.94 - $119.99 $369,035 - $642,306
5,353 Added 91.71%
11,190 $839,000
Q3 2018

Nov 15, 2018
BUY
$106.09 - $121.21 $619,247 - $707,502
5,837 New
5,837 $664,000

Others Institutions Holding VLO

# of Institutions
1,758
Shares Held
266M
Call Options Held
4.03M
Put Options Held
4.28M
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 $67.2B
  • 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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