A detailed history of Sweet Financial Partners, LLC transactions in Valero Energy Corp stock. As of the latest transaction made, Sweet Financial Partners, LLC holds 6,001 shares of VLO stock, worth $940,716. This represents 0.24% of its overall portfolio holdings.

Number of Shares
6,001
Previous 6,000 0.02%
Holding current value
$940,716
Previous $780,000 31.28%
% of portfolio
0.24%
Previous 0.19%

Shares

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

Apr 23, 2024

BUY
$124.77 - $170.98 $124 - $170
1 Added 0.02%
6,001 $1.02 Million
Q4 2023

Jan 12, 2024

BUY
$119.92 - $138.09 $119 - $138
1 Added 0.02%
6,000 $780,000
Q3 2023

Oct 23, 2023

BUY
$112.61 - $147.18 $112 - $147
1 Added 0.02%
5,999 $850,000
Q2 2023

Jul 24, 2023

BUY
$104.31 - $138.53 $79,171 - $105,144
759 Added 14.49%
5,998 $703,000
Q4 2022

Jan 19, 2023

BUY
$108.68 - $141.95 $2,717 - $3,548
25 Added 0.48%
5,239 $0
Q3 2022

Nov 10, 2022

SELL
$97.89 - $123.42 $97,792 - $123,296
-999 Reduced 16.08%
5,214 $557,000
Q2 2022

Aug 03, 2022

SELL
$100.74 - $145.08 $43,821 - $63,109
-435 Reduced 6.54%
6,213 $660,000
Q1 2022

Apr 22, 2022

BUY
$77.14 - $101.54 $77,602 - $102,149
1,006 Added 17.83%
6,648 $675,000
Q4 2021

Feb 07, 2022

BUY
$66.94 - $82.69 $377,675 - $466,536
5,642 New
5,642 $424,000

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 $60.4B
  • 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
Track This Portfolio

Track Sweet Financial Partners, LLC Portfolio

Follow Sweet Financial Partners, 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 Sweet Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sweet Financial Partners, LLC with notifications on news.