Anchor Investment Management’s Valero Energy VLO Stock Holding History

Anchor Investment Management’s Portfolio VLO Stock Details VLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.3M	Buy	17,133 +2,910	+20%	+$391K	0.2%	128
2025 Q1	$1.88M	Buy	14,223 +1,109	+8%	+$146K	0.18%	134
2024 Q4	$1.61M	Buy	13,114 +1,294	+11%	+$159K	0.15%	146
2024 Q3	$1.6M	Buy	11,820 +1,370	+13%	+$185K	0.15%	143
2024 Q2	$1.64M	Buy	10,450 +8,732	+508%	+$1.37M	0.17%	130
2024 Q1	$293K	Hold	1,718	–	–	0.03%	301
2023 Q4	$223K	Hold	1,718	–	–	0.03%	334
2023 Q3	$243K	Buy	1,718 +200	+13%	+$28.3K	0.03%	309
2023 Q2	$178K	Buy	1,518 +291	+24%	+$34.1K	0.02%	358
2023 Q1	$171K	Hold	1,227	–	–	0.02%	370
2022 Q4	$156K	Hold	1,227	–	–	0.02%	373
2022 Q3	$131K	Hold	1,227	–	–	0.02%	396
2022 Q2	$130K	Hold	1,227	–	–	0.02%	415
2022 Q1	$125K	Hold	1,227	–	–	0.02%	442
2021 Q4	$92.2K	Buy	1,227 +427	+53%	+$32.1K	0.01%	494
2021 Q3	$56.5K	Hold	800	–	–	0.01%	509
2021 Q2	$62.5K	Sell	800 -166	-17%	-$13K	0.01%	504
2021 Q1	$69.2K	Hold	966	–	–	0.01%	472
2020 Q4	$54.6K	Hold	966	–	–	0.01%	455
2020 Q3	$41.8K	Sell	966 -11	-1%	-$477	0.01%	464
2020 Q2	$57.5K	Hold	977	–	–	0.01%	417
2020 Q1	$44.3K	Buy	977 +11	+1%	+$499	0.01%	444
2019 Q4	$90.5K	Hold	966	–	–	0.02%	383
2019 Q3	$82.3K	Hold	966	–	–	0.02%	388
2019 Q2	$82.7K	Buy	966 +166	+21%	+$14.2K	0.02%	388
2019 Q1	$67.9K	Hold	800	–	–	0.02%	405
2018 Q4	$60K	Hold	800	–	–	0.02%	413
2018 Q3	$91K	Hold	800	–	–	0.02%	392
2018 Q2	$88.7K	Hold	800	–	–	0.02%	402
2018 Q1	$74.2K	Sell	800 -200	-20%	-$18.6K	0.02%	428
2017 Q4	$91.9K	Hold	1,000	–	–	0.02%	382
2017 Q3	$76.9K	Hold	1,000	–	–	0.02%	397
2017 Q2	$67.5K	Hold	1,000	–	–	0.02%	374
2017 Q1	$66.3K	Hold	1,000	–	–	0.02%	367
2016 Q4	$68.3K	Hold	1,000	–	–	0.03%	349
2016 Q3	$53K	Hold	1,000	–	–	0.02%	353
2016 Q2	$51K	Hold	1,000	–	–	0.02%	351
2016 Q1	$64.1K	Buy	+1,000	New	+$64.1K	0.03%	320