Wealthspire Advisors, LLC Valero Energy Corp Transaction History

Wealthspire Advisors, LLC

$16.6 Billion
Q1 2025

A detailed history of Wealthspire Advisors, LLC transactions in Valero Energy Corp stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 11,838 shares of VLO stock, worth $1.55 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

11,838

Previous 9,753 21.38%

Holding current value

$1.55 Million

Previous $1.2 Million 30.79%

% of portfolio

0.01%

Previous 0.01%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$121.76 - $142.99 $253,869 - $298,134	2,085 Added 21.38%	11,838 $1.56 Million
Q4 2024 Feb 03, 2025	SELL	$118.59 - $144.02 $173,022 - $210,125	-1,459 Reduced 13.01%	9,753 $1.2 Million
Q3 2024 Nov 13, 2024	SELL	$132.81 - $163.48 $25,499 - $31,388	-192 Reduced 1.68%	11,212 $1.51 Million
Q2 2024 Aug 08, 2024	SELL	$148.38 - $183.39 $374,659 - $463,059	-2,525 Reduced 18.13%	11,404 $1.79 Million
Q1 2024 May 06, 2024	SELL	$124.77 - $170.98 $17,966 - $24,621	-144 Reduced 1.02%	13,929 $2.38 Million
Q4 2023 Feb 06, 2024	BUY	$119.92 - $138.09 $299,680 - $345,086	2,499 Added 21.59%	14,073 $1.83 Million
Q3 2023 Nov 06, 2023	BUY	$112.61 - $147.18 $1.11 Million - $1.45 Million	9,835 Added 565.55%	11,574 $1.64 Million
Q2 2023 Jul 31, 2023	SELL	$104.31 - $138.53 $2,086 - $2,770	-20 Reduced 1.14%	1,739 $203,000
Q1 2023 May 09, 2023	SELL	$119.51 - $149.96 $65,132 - $81,728	-545 Reduced 23.65%	1,759 $245,000
Q4 2022 Feb 13, 2023	BUY	$108.68 - $141.95 $250,398 - $327,052	2,304 New	2,304 $292,000
Q2 2022 Aug 09, 2022	BUY	$100.74 - $145.08 $194,528 - $280,149	1,931 New	1,931 $205,000
Q2 2021 Aug 13, 2021	SELL	$68.48 - $84.39 $384,035 - $473,259	-5,608 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$55.73 - $82.48 $100,759 - $149,123	1,808 Added 47.58%	5,608 $402,000
Q4 2020 Feb 16, 2021	BUY	$36.19 - $61.27 $137,522 - $232,826	3,800 New	3,800 $215,000
Q3 2020 Nov 16, 2020	SELL	$43.32 - $59.69 $152,659 - $210,347	-3,524 Closed	0 $0
Q2 2020 Aug 14, 2020	SELL	$40.34 - $75.62 $180,884 - $339,080	-4,484 Reduced 55.99%	3,524 $207,000
Q1 2020 May 12, 2020	BUY	$32.62 - $96.89 $261,220 - $775,895	8,008 New	8,008 $363,000
Q1 2019 May 08, 2019	SELL	$74.2 - $87.82 $24,560 - $29,068	-331 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	$68.94 - $119.99 $22,819 - $39,716	331 New	331 $25,000

Others Institutions Holding VLO

# of Institutions

1,681

Shares Held

269M

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 $50.4B
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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Wealthspire Advisors, LLC Valero Energy Corp Transaction History