Summa Corp. VLO Holdings History

Number of Shares
40,400.00
Current Holdings Value*
$5.34 Mil
% of Portfolio
3.09%
Total Estimate Gain
$850,754.00
% of Total Estimate Gain
10.78%

Summa Corp.'s Valero Energy Corp Holding Summary

As of 2025-03-31, Summa Corp. held 40,400.00 shares of Valero Energy Corp(VLO), totaling $5.34 Mil. This investment constitutes 3.09% of their stock portfolio, and Summa Corp. now holds 0.01% of the outstanding Valero Energy Corp(VLO) stock.

The initial trade took place in 2023Q4. And since then Summa Corp. has made 1 purchases of VLO, at an average price of $128.54, for a total of 61,400.00 shares. In addition, there have been 2 sales at an average price of $146.34 for 21,000.00 shares. Based on historical transaction data and VLO's current price of $140.34, Summa Corp.'s estimated gain on his VLO holdings is $850,754.00, reflecting a 10.78% gain to date.

Summa Corp. VLO ($140.34) Holding Chart

Summa Corp. VLO ($140.34) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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