A detailed history of Personal Cfo Solutions, LLC transactions in Valero Energy Corp stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 6,689 shares of VLO stock, worth $1.06 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
6,689
Previous 6,502 2.88%
Holding current value
$1.06 Million
Previous $845,000 35.03%
% of portfolio
0.19%
Previous 0.15%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

BUY
$124.77 - $170.98 $23,331 - $31,973
187 Added 2.88%
6,689 $1.14 Million
Q4 2023

Feb 13, 2024

BUY
$119.92 - $138.09 $102,291 - $117,790
853 Added 15.1%
6,502 $845,000
Q3 2023

Nov 13, 2023

SELL
$112.61 - $147.18 $19,143 - $25,020
-170 Reduced 2.92%
5,649 $800,000
Q2 2023

Aug 10, 2023

SELL
$104.31 - $138.53 $49,130 - $65,247
-471 Reduced 7.49%
5,819 $682,000
Q1 2023

May 09, 2023

SELL
$119.51 - $149.96 $717 - $899
-6 Reduced 0.1%
6,290 $878,000
Q4 2022

Feb 14, 2023

BUY
$108.68 - $141.95 $462,759 - $604,423
4,258 Added 208.93%
6,296 $798,000
Q3 2022

Nov 01, 2022

BUY
$97.89 - $123.42 $199,499 - $251,529
2,038 New
2,038 $218,000
Q1 2020

Apr 30, 2020

SELL
$32.62 - $96.89 $100,469 - $298,421
-3,080 Closed
0 $0
Q4 2019

Feb 13, 2020

SELL
$82.8 - $101.4 $144,651 - $177,145
-1,747 Reduced 36.19%
3,080 $286,000
Q3 2019

Nov 13, 2019

BUY
$71.71 - $86.17 $346,144 - $415,942
4,827 New
4,827 $495,000

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 $61.1B
  • 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 Personal Cfo Solutions, LLC Portfolio

Follow Personal Cfo Solutions, 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 Personal Cfo Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Personal Cfo Solutions, LLC with notifications on news.