Annex Advisory Services’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 | $5.35M | Sell |
39,808
-1,135
| -3% | -$153K | 0.13% | 86 |
|
|
2025
Q1 | $5.41M | Sell |
40,943
-10,481
| -20% | -$1.38M | 0.15% | 86 |
|
|
2024
Q4 | $6.3M | Sell |
51,424
-4,992
| -9% | -$612K | 0.19% | 81 |
|
|
2024
Q3 | $7.62M | Buy |
56,416
+9,430
| +20% | +$1.27M | 0.24% | 72 |
|
|
2024
Q2 | $7.37M | Buy |
46,986
+1,334
| +3% | +$209K | 0.26% | 67 |
|
|
2024
Q1 | $7.79M | Sell |
45,652
-10,515
| -19% | -$1.79M | 0.28% | 66 |
|
|
2023
Q4 | $7.3M | Buy |
56,167
+6,332
| +13% | +$823K | 0.3% | 58 |
|
|
2023
Q3 | $7.06M | Sell |
49,835
-30,591
| -38% | -$4.34M | 0.43% | 53 |
|
|
2023
Q2 | $9.43M | Buy |
80,426
+1,828
| +2% | +$214K | 0.52% | 40 |
|
|
2023
Q1 | $11M | Sell |
78,598
-4,452
| -5% | -$622K | 0.59% | 30 |
|
|
2022
Q4 | $10.5M | Buy |
83,050
+886
| +1% | +$112K | 0.59% | 28 |
|
|
2022
Q3 | $8.78M | Buy |
82,164
+8,172
| +11% | +$873K | 0.59% | 30 |
|
|
2022
Q2 | $7.86M | Sell |
73,992
-5,206
| -7% | -$553K | 0.57% | 31 |
|
|
2022
Q1 | $8.04M | Buy |
79,198
+378
| +0.5% | +$38.4K | 0.59% | 29 |
|
|
2021
Q4 | $5.92M | Sell |
78,820
-5,292
| -6% | -$397K | 0.41% | 43 |
|
|
2021
Q3 | $5.94M | Buy |
84,112
+19,870
| +31% | +$1.4M | 0.49% | 30 |
|
|
2021
Q2 | $5.02M | Buy |
64,242
+21,530
| +50% | +$1.68M | 0.41% | 39 |
|
|
2021
Q1 | $3.06M | Buy |
42,712
+4,892
| +13% | +$350K | 0.29% | 63 |
|
|
2020
Q4 | $2.14M | Buy |
37,820
+2,189
| +6% | +$124K | 0.21% | 72 |
|
|
2020
Q3 | $1.54M | Buy |
35,631
+2,785
| +8% | +$121K | 0.2% | 59 |
|
|
2020
Q2 | $1.93M | Buy |
32,846
+3,655
| +13% | +$215K | 0.27% | 49 |
|
|
2020
Q1 | $1.32M | Buy |
29,191
+4,820
| +20% | +$219K | 0.19% | 56 |
|
|
2019
Q4 | $2.28M | Buy |
24,371
+789
| +3% | +$73.9K | 0.28% | 48 |
|
|
2019
Q3 | $2.01M | Buy |
23,582
+509
| +2% | +$43.4K | 0.27% | 44 |
|
|
2019
Q2 | $1.98M | Buy |
23,073
+629
| +3% | +$53.8K | 0.28% | 42 |
|
|
2019
Q1 | $1.9M | Buy |
22,444
+89
| +0.4% | +$7.55K | 0.29% | 39 |
|
|
2018
Q4 | $1.68M | Buy |
22,355
+2,096
| +10% | +$157K | 0.26% | 50 |
|
|
2018
Q3 | $2.3M | Buy |
20,259
+742
| +4% | +$84.4K | 0.36% | 33 |
|
|
2018
Q2 | $2.16M | Buy |
19,517
+415
| +2% | +$46K | 0.37% | 32 |
|
|
2018
Q1 | $1.77M | Buy |
19,102
+1,515
| +9% | +$141K | 0.32% | 34 |
|
|
2017
Q4 | $1.62M | Buy |
17,587
+536
| +3% | +$49.3K | 0.31% | 34 |
|
|
2017
Q3 | $1.31M | Buy |
17,051
+1,984
| +13% | +$153K | 0.27% | 35 |
|
|
2017
Q2 | $1.02M | Buy |
15,067
+2,093
| +16% | +$141K | 0.23% | 42 |
|
|
2017
Q1 | $860K | Buy |
12,974
+2,597
| +25% | +$172K | 0.21% | 44 |
|
|
2016
Q4 | $709K | Buy |
10,377
+15
| +0.1% | +$1.03K | 0.17% | 50 |
|
|
2016
Q3 | $549K | Sell |
10,362
-298
| -3% | -$15.8K | 0.14% | 69 |
|
|
2016
Q2 | $544K | Buy |
10,660
+263
| +3% | +$13.4K | 0.15% | 67 |
|
|
2016
Q1 | $667K | Buy |
10,397
+127
| +1% | +$8.15K | 0.19% | 48 |
|
|
2015
Q4 | $726K | Buy |
10,270
+1,131
| +12% | +$80K | 0.21% | 37 |
|
|
2015
Q3 | $549K | Buy |
9,139
+1,635
| +22% | +$98.2K | 0.18% | 46 |
|
|
2015
Q2 | $470K | Buy |
7,504
+2,452
| +49% | +$154K | 0.15% | 48 |
|
|
2015
Q1 | $321K | Buy |
+5,052
| New | +$321K | 0.1% | 72 |
|