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Transform Wealth, LLC

SEC CIK
0001682266
Latest filing
Apr 15, 2025

VLO holding history

Valero Energy Corp in every 13F filed by Transform Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

VLO overviewAll 13F holders of VLOFull Q1 2025 holdings

Shares (Q1 2025)
2,379
Value
$314.2K
% of portfolio
<0.1%
Quarters held
2
Since Q4 2024
Holdings of VLO by Transform Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20252,379$314.2K<0.1%00.0%UnchangedHolders
Q4 20242,379$291.6K<0.1%+2,379NewHolders