A detailed history of Iht Wealth Management, LLC transactions in Valero Energy Corp stock. As of the latest transaction made, Iht Wealth Management, LLC holds 7,699 shares of VLO stock, worth $1.08 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,699
Previous 7,246 6.25%
Holding current value
$1.08 Million
Previous $1.14 Million 8.46%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Nov 14, 2024

BUY
$132.81 - $163.48 $60,162 - $74,056
453 Added 6.25%
7,699 $1.04 Million
Q2 2024

Aug 14, 2024

BUY
$148.38 - $183.39 $18,695 - $23,107
126 Added 1.77%
7,246 $1.14 Million
Q1 2024

May 15, 2024

SELL
$124.77 - $170.98 $121,775 - $166,876
-976 Reduced 12.06%
7,120 $1.22 Million
Q4 2023

Feb 14, 2024

BUY
$119.92 - $138.09 $129,153 - $148,722
1,077 Added 15.34%
8,096 $1.05 Million
Q3 2023

Nov 14, 2023

SELL
$112.61 - $147.18 $89,412 - $116,860
-794 Reduced 10.16%
7,019 $994,000
Q2 2023

Aug 14, 2023

SELL
$104.31 - $138.53 $28,685 - $38,095
-275 Reduced 3.4%
7,813 $916,000
Q1 2023

May 15, 2023

BUY
$119.51 - $149.96 $43,382 - $54,435
363 Added 4.7%
8,088 $1.13 Million
Q4 2022

Feb 14, 2023

BUY
$108.68 - $141.95 $34,777 - $45,424
320 Added 4.32%
7,725 $979,000
Q3 2022

Nov 22, 2022

BUY
$97.89 - $123.42 $76,745 - $96,761
784 Added 11.84%
7,405 $791,000
Q2 2022

Aug 15, 2022

BUY
$100.74 - $145.08 $159,370 - $229,516
1,582 Added 31.4%
6,621 $704,000
Q1 2022

May 16, 2022

SELL
$77.14 - $101.54 $72,125 - $94,939
-935 Reduced 15.65%
5,039 $512,000
Q4 2021

Feb 14, 2022

BUY
$66.94 - $82.69 $3,949 - $4,878
59 Added 1.0%
5,974 $449,000
Q3 2021

Nov 15, 2021

SELL
$60.2 - $78.07 $197,636 - $256,303
-3,283 Reduced 35.69%
5,915 $417,000
Q2 2021

Aug 16, 2021

BUY
$68.48 - $84.39 $253,581 - $312,496
3,703 Added 67.39%
9,198 $718,000
Q1 2021

May 18, 2021

SELL
$55.73 - $82.48 $21,177 - $31,342
-380 Reduced 6.47%
5,495 $393,000
Q4 2020

Feb 17, 2021

BUY
$36.19 - $61.27 $26,129 - $44,236
722 Added 14.01%
5,875 $332,000
Q3 2020

Nov 19, 2020

SELL
$43.32 - $59.69 $29,024 - $39,992
-670 Reduced 11.51%
5,153 $223,000
Q2 2020

Aug 14, 2020

SELL
$40.34 - $75.62 $19,201 - $35,995
-476 Reduced 7.56%
5,823 $343,000
Q1 2020

May 13, 2020

BUY
$32.62 - $96.89 $25,737 - $76,446
789 Added 14.32%
6,299 $286,000
Q4 2019

Feb 18, 2020

BUY
$82.8 - $101.4 $30,636 - $37,518
370 Added 7.2%
5,510 $516,000
Q3 2019

Nov 15, 2019

BUY
$71.71 - $86.17 $122,337 - $147,006
1,706 Added 49.68%
5,140 $453,000
Q2 2019

Aug 12, 2019

BUY
$70.4 - $91.15 $70,188 - $90,876
997 Added 40.91%
3,434 $289,000
Q1 2019

May 16, 2019

BUY
$74.2 - $87.82 $180,825 - $214,017
2,437 New
2,437 $207,000
Q4 2018

Feb 15, 2019

SELL
$68.94 - $119.99 $148,427 - $258,338
-2,153 Closed
0 $0
Q3 2018

Nov 14, 2018

BUY
$106.09 - $121.21 $15,064 - $17,211
142 Added 7.06%
2,153 $245,000
Q2 2018

Aug 13, 2018

BUY
$91.56 - $124.44 $45,780 - $62,220
500 Added 33.09%
2,011 $223,000
Q1 2018

May 15, 2018

SELL
$86.77 - $98.95 $80,696 - $92,023
-930 Reduced 38.1%
1,511 $138,000
Q4 2017

Feb 14, 2018

BUY
$76.29 - $92.3 $8,315 - $10,060
109 Added 4.67%
2,441 $230,000
Q3 2017

Nov 14, 2017

BUY
$64.55 - $76.93 $150,530 - $179,400
2,332
2,332 $180,000

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 $53.9B
  • 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

Track Iht Wealth Management, LLC Portfolio

Follow Iht Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Iht Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iht Wealth Management, LLC with notifications on news.