AE 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 | $21.7M | Buy |
161,066
+150,477
| +1,421% | +$20.2M | 0.16% | 148 |
|
|
2025
Q1 | $1.4M | Sell |
10,589
-99,167
| -90% | -$13.1M | 0.01% | 626 |
|
|
2024
Q4 | $13.5M | Buy |
109,756
+15,450
| +16% | +$1.89M | 0.11% | 191 |
|
|
2024
Q3 | $12.7M | Sell |
94,306
-6,634
| -7% | -$896K | 0.12% | 194 |
|
|
2024
Q2 | $15.8M | Buy |
100,940
+12,410
| +14% | +$1.95M | 0.16% | 158 |
|
|
2024
Q1 | $15.1M | Sell |
88,530
-45,215
| -34% | -$7.72M | 0.17% | 163 |
|
|
2023
Q4 | $18.4M | Sell |
133,745
-36,188
| -21% | -$4.99M | 0.09% | 244 |
|
|
2023
Q3 | $24.1M | Sell |
169,933
-6,623
| -4% | -$939K | 0.14% | 162 |
|
|
2023
Q2 | $20.7M | Sell |
176,556
-73,827
| -29% | -$8.66M | 0.12% | 187 |
|
|
2023
Q1 | $35M | Buy |
250,383
+49,617
| +25% | +$6.93M | 0.22% | 92 |
|
|
2022
Q4 | $25.5M | Buy |
200,766
+12,178
| +6% | +$1.54M | 0.18% | 128 |
|
|
2022
Q3 | $20.2M | Buy |
188,588
+46,137
| +32% | +$4.93M | 0.16% | 143 |
|
|
2022
Q2 | $15.1M | Buy |
142,451
+15,924
| +13% | +$1.69M | 0.12% | 188 |
|
|
2022
Q1 | $12.8M | Buy |
126,527
+10,280
| +9% | +$1.04M | 0.09% | 234 |
|
|
2021
Q4 | $8.73M | Buy |
116,247
+7,763
| +7% | +$583K | 0.06% | 302 |
|
|
2021
Q3 | $7.66M | Buy |
108,484
+18,556
| +21% | +$1.31M | 0.06% | 284 |
|
|
2021
Q2 | $7.02M | Buy |
89,928
+26,004
| +41% | +$2.03M | 0.06% | 288 |
|
|
2021
Q1 | $4.58M | Buy |
63,924
+1,324
| +2% | +$94.8K | 0.05% | 335 |
|
|
2020
Q4 | $3.54M | Buy |
62,600
+24,699
| +65% | +$1.4M | 0.04% | 340 |
|
|
2020
Q3 | $1.64M | Sell |
37,901
-3,143
| -8% | -$136K | 0.02% | 485 |
|
|
2020
Q2 | $2.41M | Sell |
41,044
-7,667
| -16% | -$451K | 0.04% | 354 |
|
|
2020
Q1 | $2.21M | Buy |
48,711
+10,051
| +26% | +$456K | 0.05% | 285 |
|
|
2019
Q4 | $3.62M | Buy |
38,660
+2,733
| +8% | +$256K | 0.08% | 228 |
|
|
2019
Q3 | $3.06M | Sell |
35,927
-5,918
| -14% | -$504K | 0.09% | 203 |
|
|
2019
Q2 | $3.58M | Buy |
41,845
+29,641
| +243% | +$2.54M | 0.11% | 165 |
|
|
2019
Q1 | $1.04M | Buy |
12,204
+1,379
| +13% | +$117K | 0.07% | 211 |
|
|
2018
Q4 | $812K | Sell |
10,825
-9,599
| -47% | -$720K | 0.14% | 176 |
|
|
2018
Q3 | $2.32M | Buy |
20,424
+4,044
| +25% | +$460K | 0.13% | 125 |
|
|
2018
Q2 | $1.82M | Buy |
16,380
+1,514
| +10% | +$168K | 0.12% | 105 |
|
|
2018
Q1 | $1.38M | Buy |
14,866
+199
| +1% | +$18.5K | 0.11% | 123 |
|
|
2017
Q4 | $1.35M | Sell |
14,667
-11,762
| -45% | -$1.08M | 0.12% | 122 |
|
|
2017
Q3 | $2.03M | Sell |
26,429
-4,411
| -14% | -$339K | 0.19% | 80 |
|
|
2017
Q2 | $2.08M | Buy |
30,840
+1,304
| +4% | +$87.9K | 0.25% | 75 |
|
|
2017
Q1 | $1.96M | Buy |
29,536
+12,955
| +78% | +$859K | 0.36% | 54 |
|
|
2016
Q4 | $1.13M | Buy |
+16,581
| New | +$1.13M | 0.46% | 45 |
|