Valero Energy Corporation shares owned by Financial Synergies Wealth Advisors
Quarter-by-quarter ownership of Valero Energy Corporation (VLO) shares owned by Financial Synergies Wealth Advisors
from 13F filings
Historical chart of Financial Synergies Wealth Advisors investment in Valero Energy Corporation
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Quarterly reported holdings in Valero Energy Corporation by Financial Synergies Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $548k | 3.4k | 162.81 |
| 2024-03-31 | $1.5k | 9 | 170.78 |
| 2023-12-31 | $1.1k | 9 | 126.89 |
| 2023-09-30 | $1.3k | 9 | 141.78 |
| 2023-06-30 | $1.1k | 9 | 117.33 |
| 2023-03-31 | $1.3k | 9 | 139.67 |
| 2022-12-31 | $1.1k | 9 | 126.89 |
| 2022-09-30 | $962 | 9 | 106.89 |
| 2022-06-30 | $956 | 9 | 106.33 |
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