Accurate Wealth Management’s Valero Energy VLO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$357K Sell
2,303
-181
-7% -$28K 0.05% 327
2025
Q1
$275K Sell
2,484
-410
-14% -$45.4K 0.05% 307
2024
Q4
$368K Buy
2,894
+102
+4% +$13K 0.07% 250
2024
Q3
$376K Sell
2,792
-251
-8% -$33.8K 0.08% 246
2024
Q2
$453K Sell
3,043
-186
-6% -$27.7K 0.11% 176
2024
Q1
$529K Sell
3,229
-310
-9% -$50.8K 0.15% 146
2023
Q4
$453K Sell
3,539
-116
-3% -$14.8K 0.14% 149
2023
Q3
$478K Sell
3,655
-149
-4% -$19.5K 0.15% 141
2023
Q2
$432K Buy
3,804
+494
+15% +$56.1K 0.13% 153
2023
Q1
$447K Buy
3,310
+479
+17% +$64.7K 0.15% 144
2022
Q4
$374K Buy
2,831
+551
+24% +$72.7K 0.14% 131
2022
Q3
$266K Buy
+2,280
New +$266K 0.11% 148