Beta Wealth Group, Inc.'s ownership history for VLO

Beta Wealth Group, Inc. currently holds 1.9K shares with a market value of $325.3K. It started holding VLO on 2024-09-30. At its peak, it held 4.3K shares on 2025-06-30. Its highest holding value was $579.8K on 2025-06-30. At its lowest, it held 1.9K shares on 2025-09-30, with a value of $325.3K on 2025-09-30. In the recent 180 days, Beta Wealth Group, Inc. has decreased its shares by 1.6K.