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Valero Energy Corporation shares owned by Summit Financial Wealth Advisors

Quarter-by-quarter ownership of Valero Energy Corporation (VLO) shares owned by Summit Financial Wealth Advisors from 13F filings

Historical chart of Summit Financial Wealth Advisors investment in Valero Energy Corporation

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All positions including Valero Energy Corporation held by Summit Financial Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Valero Energy Corporation by Summit Financial Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $13M 86k 156.76
2024-03-31 $15M 89k 170.69
2023-12-31 $12M 90k 130.00
2023-09-30 $11M 92k 123.05
2023-06-30 $12M 98k 117.30
2023-03-31 $14M 100k 139.60
2022-12-31 $13M 101k 126.86
2022-09-30 $13M 101k 128.27
2022-06-30 $11M 102k 109.32
2022-03-31 $10M 103k 101.54
2021-12-31 $8.9M 114k 78.51
2021-09-30 $290k 4.1k 70.65
2021-06-30 $321k 4.1k 78.20
2021-03-31 $253k 4.5k 56.64
2020-12-31 $2.7M 61k 43.33
2020-09-30 $268k 6.7k 39.97
2020-06-30 $6.4M 120k 52.98
2020-03-31 $5.5M 119k 46.10
2019-12-31 $7.0M 83k 85.06
2019-09-30 $7.8M 89k 88.00
2019-06-30 $6.7M 78k 85.61
2019-03-31 $5.5M 66k 84.25
2018-12-31 $4.2M 56k 74.97
2018-09-30 $5.6M 54k 103.78
2018-06-30 $4.9M 53k 92.77
2018-03-31 $3.1M 33k 92.78
2017-12-31 $4.6M 50k 91.91
2017-09-30 $3.6M 46k 76.92
2017-06-30 $1.9M 28k 67.47
2017-03-31 $548k 8.3k 66.29
2016-06-30 $787k 15k 51.02