A detailed history of Summit Financial Wealth Advisors, LLC transactions in Valero Energy Corp stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 85,792 shares of VLO stock, worth $12 Million. This represents 2.29% of its overall portfolio holdings.

Number of Shares
85,792
Previous 85,473 0.37%
Holding current value
$12 Million
Previous $13.4 Million 13.54%
% of portfolio
2.29%
Previous 3.05%

Shares

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

Nov 13, 2024

BUY
$132.81 - $163.48 $42,366 - $52,150
319 Added 0.37%
85,792 $11.6 Million
Q2 2024

Aug 12, 2024

SELL
$148.38 - $183.39 $534,761 - $660,937
-3,604 Reduced 4.05%
85,473 $13.4 Million
Q1 2024

May 02, 2024

SELL
$124.77 - $170.98 $104,931 - $143,794
-841 Reduced 0.94%
89,077 $15.2 Million
Q4 2023

Jan 19, 2024

SELL
$119.92 - $138.09 $303,277 - $349,229
-2,529 Reduced 2.74%
89,918 $11.7 Million
Q3 2023

Nov 13, 2023

SELL
$112.61 - $147.18 $656,628 - $858,206
-5,831 Reduced 5.93%
92,447 $13.1 Million
Q2 2023

Jul 12, 2023

SELL
$104.31 - $138.53 $209,976 - $278,860
-2,013 Reduced 2.01%
98,278 $11.5 Million
Q1 2023

Apr 10, 2023

SELL
$119.51 - $149.96 $59,157 - $74,230
-495 Reduced 0.49%
100,291 $14 Million
Q4 2022

Jan 17, 2023

SELL
$108.68 - $141.95 $31,408 - $41,023
-289 Reduced 0.29%
100,786 $0
Q3 2022

Oct 28, 2022

SELL
$97.89 - $123.42 $75,571 - $95,280
-772 Reduced 0.76%
101,075 $13 Million
Q2 2022

Jul 26, 2022

SELL
$100.74 - $145.08 $96,911 - $139,566
-962 Reduced 0.94%
101,847 $11.1 Million
Q1 2022

May 06, 2022

SELL
$77.14 - $101.54 $857,873 - $1.13 Million
-11,121 Reduced 9.76%
102,809 $10.4 Million
Q4 2021

Jan 12, 2022

BUY
$66.94 - $82.69 $7.35 Million - $9.08 Million
109,825 Added 2675.4%
113,930 $8.95 Million
Q2 2021

Aug 09, 2021

SELL
$68.48 - $84.39 $24,789 - $30,549
-362 Reduced 8.1%
4,105 $321,000
Q1 2021

Apr 23, 2021

SELL
$55.73 - $82.48 $3.16 Million - $4.68 Million
-56,742 Reduced 92.7%
4,467 $253,000
Q4 2020

Jan 11, 2021

BUY
$36.19 - $61.27 $1.97 Million - $3.34 Million
54,504 Added 812.89%
61,209 $2.65 Million
Q3 2020

Nov 09, 2020

SELL
$43.32 - $59.69 $4.92 Million - $6.77 Million
-113,485 Reduced 94.42%
6,705 $268,000
Q2 2020

Jul 16, 2020

BUY
$40.34 - $75.62 $48,730 - $91,348
1,208 Added 1.02%
120,190 $6.37 Million
Q1 2020

Apr 29, 2020

BUY
$32.62 - $96.89 $1.19 Million - $3.54 Million
36,506 Added 44.26%
118,982 $5.49 Million
Q4 2019

Jan 28, 2020

SELL
$82.8 - $101.4 $548,467 - $671,673
-6,624 Reduced 7.43%
82,476 $7.02 Million
Q3 2019

Nov 05, 2019

BUY
$71.71 - $86.17 $793,184 - $953,126
11,061 Added 14.17%
89,100 $7.84 Million
Q2 2019

Jul 16, 2019

BUY
$70.4 - $91.15 $861,555 - $1.12 Million
12,238 Added 18.6%
78,039 $6.68 Million
Q1 2019

May 01, 2019

BUY
$74.2 - $87.82 $706,606 - $836,309
9,523 Added 16.92%
65,801 $5.54 Million
Q4 2018

Feb 01, 2019

BUY
$68.94 - $119.99 $157,941 - $274,897
2,291 Added 4.24%
56,278 $4.22 Million
Q3 2018

Oct 22, 2018

BUY
$106.09 - $121.21 $143,539 - $163,997
1,353 Added 2.57%
53,987 $5.6 Million
Q2 2018

Jul 06, 2018

SELL
$91.56 - $124.44 $100,716 - $136,884
-1,100 Reduced 2.05%
52,634 $4.88 Million
Q1 2018

Apr 09, 2018

BUY
$86.77 - $98.95 $1.77 Million - $2.01 Million
20,344 Added 60.93%
53,734 $4.99 Million
Q1 2018

Apr 06, 2018

SELL
$86.77 - $98.95 $1.47 Million - $1.68 Million
-16,933 Reduced 33.65%
33,390 $3.1 Million
Q4 2017

Feb 05, 2018

BUY
$76.29 - $92.3 $310,424 - $375,568
4,069 Added 8.8%
50,323 $4.63 Million
Q3 2017

Nov 06, 2017

BUY
$64.55 - $76.93 $1.18 Million - $1.4 Million
18,241 Added 65.12%
46,254 $3.56 Million
Q2 2017

Aug 14, 2017

BUY
N/A
28,013
28,013 $1.89 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 $54B
  • 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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