A detailed history of Institute For Wealth Management, Llc. transactions in Valero Energy Corp stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 4,557 shares of VLO stock, worth $642,764. This represents 0.08% of its overall portfolio holdings.

Number of Shares
4,557
Previous 4,557 -0.0%
Holding current value
$642,764
Previous $714,000 13.87%
% of portfolio
0.08%
Previous 0.1%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024

BUY
$148.38 - $183.39 $3,412 - $4,217
23 Added 0.51%
4,557 $714,000
Q1 2024

Apr 30, 2024

BUY
$124.77 - $170.98 $8,110 - $11,113
65 Added 1.45%
4,534 $773,000
Q4 2023

Jan 31, 2024

SELL
$119.92 - $138.09 $2,638 - $3,037
-22 Reduced 0.49%
4,469 $580,000
Q3 2023

Oct 13, 2023

SELL
$112.61 - $147.18 $4,391 - $5,740
-39 Reduced 0.86%
4,491 $636,000
Q1 2023

Apr 20, 2023

SELL
$119.51 - $149.96 $7,768 - $9,747
-65 Reduced 1.41%
4,530 $632,000
Q4 2022

Feb 02, 2023

BUY
$108.68 - $141.95 $7,281 - $9,510
67 Added 1.48%
4,595 $582,000
Q3 2022

Oct 18, 2022

SELL
$97.89 - $123.42 $692,278 - $872,826
-7,072 Reduced 60.97%
4,528 $484,000
Q2 2022

Jul 25, 2022

SELL
$100.74 - $145.08 $500,677 - $721,047
-4,970 Reduced 29.99%
11,600 $1.23 Million
Q1 2022

Apr 29, 2022

BUY
$77.14 - $101.54 $931,774 - $1.23 Million
12,079 Added 268.96%
16,570 $1.68 Million
Q4 2021

Jan 21, 2022

SELL
$66.94 - $82.69 $1,673 - $2,067
-25 Reduced 0.55%
4,491 $337,000
Q2 2021

Jul 21, 2021

SELL
$68.48 - $84.39 $4,177 - $5,147
-61 Reduced 1.33%
4,516 $353,000
Q1 2021

May 04, 2021

SELL
$55.73 - $82.48 $4,291 - $6,350
-77 Reduced 1.65%
4,577 $328,000
Q4 2020

Feb 01, 2021

SELL
$36.19 - $61.27 $58,591 - $99,196
-1,619 Reduced 25.81%
4,654 $263,000
Q3 2020

Nov 03, 2020

SELL
$43.32 - $59.69 $52,937 - $72,941
-1,222 Reduced 16.3%
6,273 $272,000
Q2 2020

Jul 30, 2020

BUY
$40.34 - $75.62 $2,864 - $5,369
71 Added 0.96%
7,495 $441,000
Q1 2020

Apr 29, 2020

SELL
$32.62 - $96.89 $6,230 - $18,505
-191 Reduced 2.51%
7,424 $337,000
Q4 2019

Feb 27, 2020

BUY
$82.8 - $101.4 $571,485 - $699,862
6,902 Added 968.02%
7,615 $713,000
Q4 2019

Jan 27, 2020

SELL
$82.8 - $101.4 $566,434 - $693,677
-6,841 Reduced 90.56%
713 $713,000
Q3 2019

Oct 28, 2019

SELL
$71.71 - $86.17 $464,322 - $557,950
-6,475 Reduced 46.15%
7,554 $644,000
Q2 2019

Aug 02, 2019

BUY
$70.4 - $91.15 $34,003 - $44,025
483 Added 3.57%
14,029 $1.2 Million
Q1 2019

May 15, 2019

SELL
$74.2 - $87.82 $12,836 - $15,192
-173 Reduced 1.26%
13,546 $1.15 Million
Q4 2018

Feb 08, 2019

SELL
$68.94 - $119.99 $13,856 - $24,117
-201 Reduced 1.44%
13,719 $1.03 Million
Q3 2018

Oct 29, 2018

BUY
$106.09 - $121.21 $12,836 - $14,666
121 Added 0.88%
13,920 $1.61 Million
Q2 2018

Aug 10, 2018

BUY
$91.56 - $124.44 $116,372 - $158,163
1,271 Added 10.15%
13,799 $1.53 Million
Q1 2018

May 15, 2018

BUY
$86.77 - $98.95 $1.09 Million - $1.24 Million
12,528 New
12,528 $1.39 Million
Q4 2017

Feb 12, 2018

SELL
$76.29 - $92.3 $1.17 Million - $1.42 Million
-15,401 Closed
0 $0
Q3 2017

Nov 14, 2017

BUY
$64.55 - $76.93 $387 - $461
6 Added 0.04%
15,401 $1.19 Million
Q2 2017

Aug 14, 2017

BUY
N/A
15,395
15,395 $1.04 Million

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 $54.4B
  • 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
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