Number of Shares
27,946.00
Current Holdings Value*
$3.69 Mil
% of Portfolio
0.98%
Total Estimate Gain
$3.09 Mil
% of Total Estimate Gain
19.72%

Wealth Advisory Solutions, LLC's Valero Energy Corp Holding Summary

As of 2025-03-31, Wealth Advisory Solutions, LLC held 27,946.00 shares of Valero Energy Corp(VLO), totaling $3.69 Mil. This investment constitutes 0.98% of their stock portfolio, and Wealth Advisory Solutions, LLC now holds 0.01% of the outstanding Valero Energy Corp(VLO) stock.

The initial trade took place in 2019Q4. And since then Wealth Advisory Solutions, LLC has made 6 purchases of VLO, at an average price of $79.14, for a total of 198,126.00 shares. In addition, there have been 3 sales at an average price of $85.18 for 170,180.00 shares. Based on historical transaction data and VLO's current price of $153.05, Wealth Advisory Solutions, LLC's estimated gain on his VLO holdings is $3.09 Mil, reflecting a 19.72% gain to date.

Wealth Advisory Solutions, LLC VLO ($153.05) Holding Chart

Wealth Advisory Solutions, LLC VLO ($153.05) 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 %

Top Ranked Articles

  • 1