Valero Energy Corporation shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of Valero Energy Corporation (VLO) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in Valero Energy Corporation
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Quarterly reported holdings in Valero Energy Corporation by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $840k | 5.2k | 162.79 |
| 2025-09-30 | $537k | 3.2k | 170.23 |
| 2025-06-30 | $447k | 3.3k | 134.42 |
| 2025-03-31 | $536k | 4.0k | 133.07 |
| 2024-12-31 | $779k | 6.4k | 122.60 |
| 2024-09-30 | $821k | 6.1k | 135.37 |
| 2024-06-30 | $1.2M | 7.4k | 156.77 |
| 2024-03-31 | $1.1M | 6.5k | 170.69 |
| 2023-12-31 | $809k | 6.2k | 129.99 |
| 2023-09-30 | $213k | 1.5k | 141.71 |