Annis Gardner Whiting Capital Advisors’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 | $41.9K | Buy |
312
+76
| +32% | +$10.2K | 0.01% | 446 |
|
|
2025
Q1 | $31.2K | Hold |
236
| – | – | 0.01% | 397 |
|
|
2024
Q4 | $28.9K | Buy |
236
+8
| +4% | +$981 | 0.01% | 400 |
|
|
2024
Q3 | $30.8K | Sell |
228
-379
| -62% | -$51.2K | 0.01% | 414 |
|
|
2024
Q2 | $95.2K | Buy |
607
+69
| +13% | +$10.8K | 0.03% | 312 |
|
|
2024
Q1 | $91.8K | Buy |
538
+342
| +174% | +$58.4K | 0.03% | 292 |
|
|
2023
Q4 | $25.5K | Hold |
196
| – | – | 0.01% | 368 |
|
|
2023
Q3 | $27.8K | Buy |
+196
| New | +$27.8K | 0.01% | 353 |
|