Mount Yale Investment Advisors, LLC Valero Energy Corp Transaction History

Mount Yale Investment Advisors, LLC

$1.21 Billion
Q2 2025

A detailed history of Mount Yale Investment Advisors, LLC transactions in Valero Energy Corp stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 2,462 shares of VLO stock, worth $417,456. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,462

Previous 10,339 76.19%

Holding current value

$417,456

Previous $1.37 Million 75.82%

% of portfolio

0.03%

Previous 0.12%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	SELL	$104.69 - $141.77 $824,643 - $1.12 Million	-7,877 Reduced 76.19%	2,462 $330,000
Q1 2025 Apr 16, 2025	BUY	$121.76 - $142.99 $80,970 - $95,088	665 Added 6.87%	10,339 $1.37 Million
Q4 2024 Jan 22, 2025	BUY	$118.59 - $144.02 $159,029 - $193,130	1,341 Added 16.09%	9,674 $1.19 Million
Q3 2024 Oct 23, 2024	BUY	$132.81 - $163.48 $477,850 - $588,201	3,598 Added 75.99%	8,333 $1.13 Million
Q2 2024 Aug 13, 2024	SELL	$148.38 - $183.39 $140,070 - $173,120	-944 Reduced 16.62%	4,735 $742,000
Q1 2024 May 15, 2024	BUY	$124.77 - $170.98 $708,568 - $970,995	5,679 New	5,679 $969,000
Q3 2020 Nov 16, 2020	SELL	$43.32 - $59.69 $159,071 - $219,181	-3,672 Closed	0 $0
Q2 2020 Jul 09, 2020	SELL	$40.34 - $75.62 $245,993 - $461,130	-6,098 Reduced 62.42%	3,672 $216,000
Q1 2020 May 04, 2020	SELL	$32.62 - $96.89 $40,383 - $119,949	-1,238 Reduced 11.25%	9,770 $443,000
Q4 2019 Feb 13, 2020	BUY	$82.8 - $101.4 $30,056 - $36,808	363 Added 3.41%	11,008 $928,000
Q3 2019 Nov 14, 2019	BUY	$71.71 - $86.17 $81,605 - $98,061	1,138 Added 11.97%	10,645 $1.07 Million
Q2 2019 Aug 13, 2019	BUY	$70.4 - $91.15 $209,369 - $271,080	2,974 Added 45.52%	9,507 $721,000
Q1 2019 May 15, 2019	BUY	$74.2 - $87.82 $24,263 - $28,717	327 Added 5.27%	6,533 $554,000
Q4 2018 Feb 14, 2019	BUY	$68.94 - $119.99 $377,101 - $656,345	5,470 Added 743.21%	6,206 $517,000
Q3 2018 Nov 13, 2018	SELL	$106.09 - $121.21 $26,840 - $30,666	-253 Reduced 25.58%	736 $68,000
Q2 2018 Aug 22, 2018	SELL	$91.56 - $124.44 $6.09 Million - $8.27 Million	-66,480 Reduced 98.53%	989 $110,000
Q1 2018 Jun 25, 2018	BUY	$86.77 - $98.95 $5.85 Million - $6.68 Million	67,469 New	67,469 $6.26 Million

Others Institutions Holding VLO

# of Institutions

1,773

Shares Held

266M

Call Options Held

4.03M

Put Options Held

4.28M

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 $65.4B
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...

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Mount Yale Investment Advisors, LLC Valero Energy Corp Transaction History