Arax Advisory Partners’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 | $165K | Sell |
1,229
-382
| -24% | -$51.4K | 0.01% | 728 |
|
|
2025
Q1 | $213K | Sell |
1,611
-220
| -12% | -$29.1K | 0.01% | 511 |
|
|
2024
Q4 | $225K | Buy |
1,831
+491
| +37% | +$60.3K | 0.01% | 459 |
|
|
2024
Q3 | $181K | Buy |
1,340
+25
| +2% | +$3.38K | 0.02% | 367 |
|
|
2024
Q2 | $206K | Buy |
1,315
+1,200
| +1,043% | +$188K | 0.02% | 325 |
|
|
2024
Q1 | $19.6K | Hold |
115
| – | – | ﹤0.01% | 674 |
|
|
2023
Q4 | $14.9K | Sell |
115
-2
| -2% | -$260 | ﹤0.01% | 696 |
|
|
2023
Q3 | $16.6K | Hold |
117
| – | – | ﹤0.01% | 621 |
|
|
2023
Q2 | $13.7K | Buy |
117
+15
| +15% | +$1.76K | ﹤0.01% | 654 |
|
|
2023
Q1 | $14.3K | Buy |
102
+26
| +34% | +$3.64K | ﹤0.01% | 632 |
|
|
2022
Q4 | $9.64K | Buy |
76
+8
| +12% | +$1.02K | ﹤0.01% | 656 |
|
|
2022
Q3 | $7K | Hold |
68
| – | – | ﹤0.01% | 728 |
|
|
2022
Q2 | $7K | Buy |
68
+30
| +79% | +$3.09K | ﹤0.01% | 710 |
|
|
2022
Q1 | $4K | Buy |
38
+18
| +90% | +$1.9K | ﹤0.01% | 850 |
|
|
2021
Q4 | $2K | Sell |
20
-87
| -81% | -$8.7K | ﹤0.01% | 939 |
|
|
2021
Q3 | $8K | Hold |
107
| – | – | ﹤0.01% | 696 |
|
|
2021
Q2 | $8K | Buy |
+107
| New | +$8K | ﹤0.01% | 695 |
|
|
2020
Q4 | $16K | Sell |
291
-47
| -14% | -$2.58K | ﹤0.01% | 522 |
|
|
2020
Q3 | $15K | Buy |
338
+3
| +0.9% | +$133 | ﹤0.01% | 507 |
|
|
2020
Q2 | $20K | Buy |
335
+3
| +0.9% | +$179 | ﹤0.01% | 474 |
|
|
2020
Q1 | $15K | Sell |
332
-268
| -45% | -$12.1K | ﹤0.01% | 490 |
|
|
2019
Q4 | $56K | Buy |
600
+4
| +0.7% | +$373 | 0.02% | 328 |
|
|
2019
Q3 | $51K | Buy |
596
+5
| +0.8% | +$428 | 0.02% | 326 |
|
|
2019
Q2 | $51K | Buy |
+591
| New | +$51K | 0.02% | 321 |
|
|
2018
Q4 | $68K | Sell |
909
-366
| -29% | -$27.4K | 0.03% | 232 |
|
|
2018
Q3 | $145K | Sell |
1,275
-843
| -40% | -$95.9K | 0.06% | 151 |
|
|
2018
Q2 | $234K | Buy |
2,118
+67
| +3% | +$7.4K | 0.1% | 86 |
|
|
2018
Q1 | $190K | Sell |
2,051
-128
| -6% | -$11.9K | 0.1% | 84 |
|
|
2017
Q4 | $200K | Buy |
2,179
+11
| +0.5% | +$1.01K | 0.09% | 96 |
|
|
2017
Q3 | $166K | Sell |
2,168
-96
| -4% | -$7.35K | 0.08% | 108 |
|
|
2017
Q2 | $153K | Buy |
2,264
+1,377
| +155% | +$93.1K | 0.07% | 119 |
|
|
2017
Q1 | $58K | Buy |
887
+459
| +107% | +$30K | 0.03% | 188 |
|
|
2016
Q4 | $29K | Buy |
+428
| New | +$29K | 0.01% | 226 |
|