AllSquare Wealth Management’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $8.51K | Hold |
50
| – | – | ﹤0.01% | 396 |
|
|
2025
Q2 | $6.72K | Hold |
50
| – | – | ﹤0.01% | 411 |
|
|
2025
Q1 | $6.6K | Hold |
50
| – | – | ﹤0.01% | 412 |
|
|
2024
Q4 | $6.13K | Hold |
50
| – | – | ﹤0.01% | 419 |
|
|
2024
Q3 | $6.75K | Hold |
50
| – | – | ﹤0.01% | 413 |
|
|
2024
Q2 | $7.84K | Sell |
50
-50
| -50% | -$8.07K | ﹤0.01% | 395 |
|
|
2024
Q1 | $17.1K | Hold |
100
| – | – | 0.01% | 325 |
|
|
2023
Q4 | $13K | Hold |
100
| – | – | 0.01% | 347 |
|
|
2023
Q3 | $14.2K | Hold |
100
| – | – | 0.01% | 334 |
|
|
2023
Q2 | $11.2K | Hold |
100
| – | – | 0.01% | 368 |
|
|
2023
Q1 | $14K | Hold |
100
| – | – | 0.01% | 337 |
|
|
2022
Q4 | $12.7K | Hold |
100
| – | – | 0.01% | 337 |
|
|
2022
Q3 | $11K | Hold |
100
| – | – | 0.01% | 350 |
|
|
2022
Q2 | $11K | Hold |
100
| – | – | 0.01% | 360 |
|
|
2022
Q1 | $10K | Hold |
100
| – | – | 0.01% | 386 |
|
|
2021
Q4 | $8K | Hold |
100
| – | – | ﹤0.01% | 399 |
|
|
2021
Q3 | $7K | Hold |
100
| – | – | ﹤0.01% | 399 |
|
|
2021
Q2 | $8K | Hold |
100
| – | – | ﹤0.01% | 412 |
|
|
2021
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 404 |
|
|
2020
Q4 | $6K | Sell |
100
-82
| -45% | -$4.02K | ﹤0.01% | 381 |
|
|
2020
Q3 | $8K | Hold |
182
| – | – | 0.01% | 355 |
|
|
2020
Q2 | $11K | Hold |
182
| – | – | 0.01% | 329 |
|
|
2020
Q1 | $8K | Hold |
182
| – | – | 0.01% | 335 |
|
|
2019
Q4 | $17K | Hold |
182
| – | – | 0.01% | 280 |
|
|
2019
Q3 | $16K | Hold |
182
| – | – | 0.01% | 283 |
|
|
2019
Q2 | $16K | Hold |
182
| – | – | 0.01% | 287 |
|
|
2019
Q1 | $15K | Sell |
182
-210
| -54% | -$17.4K | 0.01% | 295 |
|
|
2018
Q4 | $29K | Sell |
392
-10
| -2% | -$878 | 0.02% | 222 |
|
|
2018
Q3 | $46K | Hold |
402
| – | – | 0.03% | 183 |
|
|
2018
Q2 | $45K | Sell |
402
-23
| -5% | -$2.58K | 0.03% | 187 |
|
|
2018
Q1 | $39K | Sell |
425
-64
| -13% | -$5.97K | 0.03% | 168 |
|
|
2017
Q4 | $45K | Sell |
489
-18
| -4% | -$1.49K | 0.04% | 154 |
|
|
2017
Q3 | $39K | Buy |
507
+57
| +13% | +$3.92K | 0.03% | 159 |
|
|
2017
Q2 | $30K | Sell |
450
-127
| -22% | -$8.24K | 0.03% | 95 |
|
|
2017
Q1 | $38K | Buy |
577
+477
| +477% | +$31.9K | 0.03% | 155 |
|
|
2016
Q4 | $7K | Hold |
100
| – | – | 0.01% | 256 |
|
|
2016
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 266 |
|
|
2016
Q2 | $5K | Hold |
100
| – | – | 0.01% | 251 |
|
|
2016
Q1 | $6K | Hold |
100
| – | – | 0.01% | 234 |
|
|
2015
Q4 | $7K | Hold |
100
| – | – | 0.01% | 226 |
|
|
2015
Q3 | $6K | Hold |
100
| – | – | 0.01% | 243 |
|
|
2015
Q2 | $6K | Hold |
100
| – | – | 0.01% | 266 |
|
|
2015
Q1 | $6K | Hold |
100
| – | – | 0.01% | 265 |
|
|
2014
Q4 | $5K | Buy |
+100
| New | +$4.84K | ﹤0.01% | 272 |
|
Other funds holding VLO
AllSquare Wealth Management's VLO Position: Q3 2025 in Review
AllSquare Wealth Management held its Valero Energy (VLO) position steady in Q3 2025 at 50 shares worth $8.51K. The position accounts for ﹤0.01% of the portfolio, ranked #396.
AllSquare Wealth Management first reported a position in VLO in Q4 2014 and has held it in 44 quarters since. The position peaked at $46K in Q3 2018. 1,554 funds tracked by Wall St. Rank hold VLO as of Q3 2025.
- AllSquare Wealth Management held 50 shares of Valero Energy worth $8.51K as of Q3 2025.
- AllSquare Wealth Management left its Valero Energy share count unchanged in Q3 2025.
- Valero Energy made up ﹤0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #396 holding.
- AllSquare Wealth Management first reported a position in Valero Energy in Q4 2014 and has held it in 44 quarters since.
- AllSquare Wealth Management's Valero Energy position peaked at $46K in Q3 2018.
- 1,554 funds tracked by Wall St. Rank held Valero Energy as of Q3 2025.
Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.