AP
Appleton Partners’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $436K | Sell |
3,244
-100
| -3% | -$13.4K | 0.03% | 191 |
|
|
2025
Q1 | $442K | Sell |
3,344
-135
| -4% | -$17.8K | 0.03% | 186 |
|
|
2024
Q4 | $426K | Sell |
3,479
-205
| -6% | -$25.1K | 0.03% | 192 |
|
|
2024
Q3 | $497K | Sell |
3,684
-90
| -2% | -$12.1K | 0.04% | 176 |
|
|
2024
Q2 | $592K | Sell |
3,774
-175
| -4% | -$27.5K | 0.05% | 162 |
|
|
2024
Q1 | $674K | Sell |
3,949
-230
| -6% | -$39.3K | 0.05% | 163 |
|
|
2023
Q4 | $543K | Sell |
4,179
-340
| -8% | -$44.2K | 0.04% | 178 |
|
|
2023
Q3 | $640K | Sell |
4,519
-2,241
| -33% | -$317K | 0.06% | 169 |
|
|
2023
Q2 | $793K | Sell |
6,760
-10,245
| -60% | -$1.2M | 0.07% | 160 |
|
|
2023
Q1 | $2.37M | Sell |
17,005
-747
| -4% | -$104K | 0.21% | 102 |
|
|
2022
Q4 | $2.25M | Buy |
17,752
+1,005
| +6% | +$127K | 0.21% | 101 |
|
|
2022
Q3 | $1.79M | Buy |
16,747
+755
| +5% | +$80.7K | 0.18% | 112 |
|
|
2022
Q2 | $1.7M | Buy |
15,992
+1,605
| +11% | +$171K | 0.16% | 118 |
|
|
2022
Q1 | $1.46M | Buy |
14,387
+3,665
| +34% | +$372K | 0.12% | 140 |
|
|
2021
Q4 | $805K | Sell |
10,722
-601
| -5% | -$45.1K | 0.06% | 178 |
|
|
2021
Q3 | $799K | Sell |
11,323
-1,083
| -9% | -$76.4K | 0.07% | 170 |
|
|
2021
Q2 | $969K | Sell |
12,406
-800
| -6% | -$62.5K | 0.08% | 158 |
|
|
2021
Q1 | $946K | Sell |
13,206
-592
| -4% | -$42.4K | 0.09% | 151 |
|
|
2020
Q4 | $781K | Sell |
13,798
-2,380
| -15% | -$135K | 0.08% | 156 |
|
|
2020
Q3 | $701K | Buy |
16,178
+631
| +4% | +$27.3K | 0.08% | 156 |
|
|
2020
Q2 | $914K | Sell |
15,547
-311
| -2% | -$18.3K | 0.11% | 140 |
|
|
2020
Q1 | $719K | Sell |
15,858
-20,787
| -57% | -$942K | 0.1% | 145 |
|
|
2019
Q4 | $3.43M | Sell |
36,645
-835
| -2% | -$78.2K | 0.38% | 71 |
|
|
2019
Q3 | $3.2M | Sell |
37,480
-3,835
| -9% | -$327K | 0.39% | 71 |
|
|
2019
Q2 | $3.54M | Sell |
41,315
-325
| -0.8% | -$27.8K | 0.44% | 61 |
|
|
2019
Q1 | $3.53M | Buy |
41,640
+158
| +0.4% | +$13.4K | 0.47% | 60 |
|
|
2018
Q4 | $3.11M | Sell |
41,482
-281
| -0.7% | -$21.1K | 0.47% | 66 |
|
|
2018
Q3 | $4.75M | Buy |
41,763
+497
| +1% | +$56.5K | 0.63% | 48 |
|
|
2018
Q2 | $4.57M | Buy |
41,266
+1,213
| +3% | +$134K | 0.65% | 52 |
|
|
2018
Q1 | $3.72M | Buy |
40,053
+1,107
| +3% | +$103K | 0.56% | 57 |
|
|
2017
Q4 | $3.58M | Sell |
38,946
-111
| -0.3% | -$10.2K | 0.56% | 56 |
|
|
2017
Q3 | $3.01M | Sell |
39,057
-5,950
| -13% | -$458K | 0.51% | 66 |
|
|
2017
Q2 | $3.04M | Buy |
45,007
+5,325
| +13% | +$359K | 0.51% | 65 |
|
|
2017
Q1 | $2.63M | Sell |
39,682
-8,180
| -17% | -$542K | 0.48% | 67 |
|
|
2016
Q4 | $3.27M | Sell |
47,862
-9,355
| -16% | -$639K | 0.66% | 51 |
|
|
2016
Q3 | $3.03M | Buy |
57,217
+4,704
| +9% | +$249K | 0.57% | 58 |
|
|
2016
Q2 | $2.68M | Sell |
52,513
-4,493
| -8% | -$229K | 0.55% | 59 |
|
|
2016
Q1 | $3.66M | Buy |
57,006
+13,765
| +32% | +$883K | 0.72% | 49 |
|
|
2015
Q4 | $3.06M | Buy |
43,241
+29,005
| +204% | +$2.05M | 0.6% | 57 |
|
|
2015
Q3 | $856K | Buy |
+14,236
| New | +$856K | 0.19% | 101 |
|