Phoenix Wealth Advisors Valero Energy Corp Transaction History

Phoenix Wealth Advisors

$228 Million
Q1 2025

A detailed history of Phoenix Wealth Advisors transactions in Valero Energy Corp stock. As of the latest transaction made, Phoenix Wealth Advisors holds 3,085 shares of VLO stock, worth $403,980. This represents 0.18% of its overall portfolio holdings.

Number of Shares

3,085

Previous 3,200 3.59%

Holding current value

$403,980

Previous $392,000 3.83%

% of portfolio

0.18%

Previous 0.17%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$121.76 - $142.99 $14,002 - $16,443	-115 Reduced 3.59%	3,085 $407,000
Q4 2024 Jan 17, 2025	SELL	$118.59 - $144.02 $2,134 - $2,592	-18 Reduced 0.56%	3,200 $392,000
Q3 2024 Nov 08, 2024	SELL	$132.81 - $163.48 $46,483 - $57,218	-350 Reduced 9.81%	3,218 $434,000
Q2 2024 Jul 17, 2024	BUY	$148.38 - $183.39 $59,500 - $73,539	401 Added 12.66%	3,568 $559,000
Q1 2024 Apr 26, 2024	SELL	$124.77 - $170.98 $3,493 - $4,787	-28 Reduced 0.88%	3,167 $540,000
Q4 2023 Jan 30, 2024	BUY	$119.92 - $138.09 $2,758 - $3,176	23 Added 0.73%	3,195 $415,000
Q3 2023 Nov 06, 2023	SELL	$112.61 - $147.18 $14,977 - $19,574	-133 Reduced 4.02%	3,172 $449,000
Q2 2023 Jul 13, 2023	SELL	$104.31 - $138.53 $1,773 - $2,355	-17 Reduced 0.51%	3,305 $387,000
Q1 2023 May 05, 2023	BUY	$119.51 - $149.96 $13,265 - $16,645	111 Added 3.46%	3,322 $463,000
Q4 2022 Feb 06, 2023	BUY	$108.68 - $141.95 $10,868 - $14,194	100 Added 3.21%	3,211 $407,000
Q3 2022 Nov 07, 2022	SELL	$97.89 - $123.42 $1,174 - $1,481	-12 Reduced 0.38%	3,111 $332,000
Q2 2022 Aug 01, 2022	BUY	$100.74 - $145.08 $17,226 - $24,808	171 Added 5.79%	3,123 $332,000
Q1 2022 May 02, 2022	BUY	$77.14 - $101.54 $17,510 - $23,049	227 Added 8.33%	2,952 $305,000
Q4 2021 Feb 11, 2022	SELL	$66.94 - $82.69 $37,486 - $46,306	-560 Reduced 17.05%	2,725 $205,000
Q3 2021 Nov 15, 2021	SELL	$60.2 - $78.07 $180 - $234	-3 Reduced 0.09%	3,285 $232,000
Q2 2021 Jul 23, 2021	BUY	$68.48 - $84.39 $18,968 - $23,376	277 Added 9.2%	3,288 $246,000
Q1 2021 Apr 12, 2021	BUY	$55.73 - $82.48 $30,707 - $45,446	551 Added 22.4%	3,011 $227,000
Q4 2020 Feb 05, 2021	BUY	$36.19 - $61.27 $89,027 - $150,724	2,460 New	2,460 $139,000

Others Institutions Holding VLO

# of Institutions

1,682

Shares Held

270M

Call Options Held

3.91M

Put Options Held

4.78M

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 $50.5B
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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Phoenix Wealth Advisors Valero Energy Corp Transaction History