Plante Moran Financial Advisors, LLC Valero Energy Corp Transaction History

Plante Moran Financial Advisors, LLC

$1.2 Billion
Q4 2024

A detailed history of Plante Moran Financial Advisors, LLC transactions in Valero Energy Corp stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 606 shares of VLO stock, worth $81,652. This represents 0.01% of its overall portfolio holdings.

Number of Shares

606

Previous 343 76.68%

Holding current value

$81,652

Previous $46,000 60.87%

% of portfolio

0.01%

Previous 0.0%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	BUY	$118.59 - $144.02 $31,189 - $37,877	263 Added 76.68%	606 $74,000
Q3 2024 Oct 30, 2024	BUY	$132.81 - $163.48 $929 - $1,144	7 Added 2.08%	343 $46,000
Q2 2024 Aug 12, 2024	BUY	$148.38 - $183.39 $10,386 - $12,837	70 Added 26.32%	336 $52,000
Q1 2024 May 09, 2024	SELL	$124.77 - $170.98 $2,370 - $3,248	-19 Reduced 6.67%	266 $45,000
Q4 2023 Feb 05, 2024	BUY	$119.92 - $138.09 $719 - $828	6 Added 2.15%	285 $37,000
Q1 2023 May 08, 2023	SELL	$119.51 - $149.96 $358 - $449	-3 Reduced 1.06%	279 $38,000
Q4 2022 Feb 09, 2023	SELL	$108.68 - $141.95 $4,673 - $6,103	-43 Reduced 13.23%	282 $35,000
Q3 2022 Nov 02, 2022	SELL	$97.89 - $123.42 $14,683 - $18,513	-150 Reduced 31.58%	325 $35,000
Q2 2022 Aug 02, 2022	SELL	$100.74 - $145.08 $11,282 - $16,248	-112 Reduced 19.08%	475 $50,000
Q1 2022 May 06, 2022	SELL	$77.14 - $101.54 $35,638 - $46,911	-462 Reduced 44.04%	587 $60,000
Q4 2021 Feb 09, 2022	BUY	$66.94 - $82.69 $10,844 - $13,395	162 Added 18.26%	1,049 $79,000
Q3 2021 Nov 08, 2021	BUY	$60.2 - $78.07 $6,020 - $7,806	100 Added 12.71%	887 $63,000
Q2 2021 Aug 10, 2021	BUY	$68.48 - $84.39 $32,528 - $40,085	475 Added 152.24%	787 $61,000
Q1 2021 May 13, 2021	SELL	$55.73 - $82.48 $89,168 - $131,968	-1,600 Reduced 83.68%	312 $22,000
Q4 2020 Feb 09, 2021	BUY	$36.19 - $61.27 $59,206 - $100,237	1,636 Added 592.75%	1,912 $108,000
Q2 2020 Aug 10, 2020	BUY	$40.34 - $75.62 $403 - $756	10 Added 3.76%	276 $16,000
Q1 2020 May 07, 2020	BUY	$32.62 - $96.89 $8,676 - $25,772	266 New	266 $12,000
Q4 2019 Feb 14, 2020	SELL	$82.8 - $101.4 $3,229 - $3,954	-39 Closed	0 $0
Q3 2019 Nov 13, 2019	SELL	$71.71 - $86.17 $48,117 - $57,820	-671 Reduced 94.51%	39 $3,000
Q2 2019 Aug 13, 2019	BUY	$70.4 - $91.15 $21,120 - $27,345	300 Added 73.17%	710 $61,000
Q4 2018 Jan 29, 2019	BUY	$68.94 - $119.99 $20,682 - $35,997	300 Added 272.73%	410 $31,000
Q2 2018 Jul 26, 2018	SELL	$91.56 - $124.44 $4,120 - $5,599	-45 Reduced 29.03%	110 $12,000
Q1 2018 May 01, 2018	SELL	$86.77 - $98.95 $3,297 - $3,760	-38 Reduced 19.69%	155 $14,000
Q4 2017 Feb 01, 2018	SELL	$76.29 - $92.3 $19,987 - $24,182	-262 Reduced 57.58%	193 $18,000
Q3 2017 Nov 08, 2017	BUY	$64.55 - $76.93 $29,370 - $35,003	455	455 $35,000

Others Institutions Holding VLO

# of Institutions

1,652

Shares Held

262M

Call Options Held

6.97M

Put Options Held

7.26M

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 $51.9B
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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Plante Moran Financial Advisors, LLC Valero Energy Corp Transaction History