Accel Wealth Management’s Valero Energy VLO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$358K Buy
2,660
+343
+15% +$46.1K 0.12% 176
2025
Q1
$306K Buy
2,317
+16
+0.7% +$2.11K 0.11% 187
2024
Q4
$282K Sell
2,301
-475
-17% -$58.2K 0.11% 194
2024
Q3
$375K Buy
2,776
+31
+1% +$4.19K 0.14% 162
2024
Q2
$430K Sell
2,745
-51
-2% -$8K 0.17% 124
2024
Q1
$477K Buy
2,796
+122
+5% +$20.8K 0.2% 112
2023
Q4
$348K Sell
2,674
-4
-0.1% -$520 0.17% 126
2023
Q3
$379K Buy
2,678
+1
+0% +$142 0.21% 110
2023
Q2
$314K Buy
2,677
+45
+2% +$5.28K 0.17% 120
2023
Q1
$367K Buy
2,632
+17
+0.7% +$2.37K 0.15% 145
2022
Q4
$332K Sell
2,615
-62
-2% -$7.86K 0.16% 112
2022
Q3
$315K Buy
2,677
+4
+0.1% +$471 0.17% 119
2022
Q2
$280K Sell
2,673
-456
-15% -$47.8K 0.16% 118
2022
Q1
$317K Buy
3,129
+31
+1% +$3.14K 0.16% 105
2021
Q4
$233K Buy
3,098
+244
+9% +$18.4K 0.11% 142
2021
Q3
$201K Sell
2,854
-169
-6% -$11.9K 0.13% 134
2021
Q2
$236K Sell
3,023
-82
-3% -$6.4K 0.16% 124
2021
Q1
$222K Sell
3,105
-233
-7% -$16.7K 0.18% 119
2020
Q4
$189K Buy
+3,338
New +$189K 0.18% 127