A detailed history of Evergreen Wealth Management, LLC transactions in Valero Energy Corp stock. As of the latest transaction made, Evergreen Wealth Management, LLC holds 6,908 shares of VLO stock, worth $826,749. This represents 0.56% of its overall portfolio holdings.

Number of Shares
6,908
Previous 9,279 25.55%
Holding current value
$826,749
Previous $1.45 Billion 35.87%
% of portfolio
0.56%
Previous 0.96%

Shares

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

Nov 06, 2024

SELL
$132.81 - $163.48 $314,892 - $387,611
-2,371 Reduced 25.55%
6,908 $933 Million
Q4 2023

Feb 06, 2024

BUY
$119.92 - $138.09 $26,382 - $30,379
220 Added 2.43%
9,279 $1.21 Billion
Q3 2023

Nov 14, 2023

BUY
$112.61 - $147.18 $15,540 - $20,310
138 Added 1.55%
9,059 $1.28 Billion
Q2 2023

Aug 03, 2023

BUY
$104.31 - $138.53 $66,654 - $88,520
639 Added 7.72%
8,921 $1.05 Billion
Q1 2023

Apr 25, 2023

BUY
$119.51 - $149.96 $11,951 - $14,996
100 Added 1.22%
8,282 $1.16 Billion
Q4 2022

Feb 14, 2023

BUY
$108.68 - $141.95 $889,219 - $1.16 Million
8,182 New
8,182 $1.04 Billion

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 $46.1B
  • 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 Evergreen Wealth Management, LLC Portfolio

Follow Evergreen Wealth Management, 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 Evergreen Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evergreen Wealth Management, LLC with notifications on news.