Archford Capital Strategies’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 | $1.09M | Sell |
8,120
-12,629
| -61% | -$1.7M | 0.14% | 141 |
|
|
2025
Q1 | $2.74M | Buy |
20,749
+4,342
| +26% | +$573K | 0.4% | 68 |
|
|
2024
Q4 | $2.01M | Buy |
16,407
+696
| +4% | +$85.3K | 0.3% | 81 |
|
|
2024
Q3 | $2.22M | Buy |
15,711
+364
| +2% | +$51.4K | 0.33% | 77 |
|
|
2024
Q2 | $2.41M | Buy |
15,347
+6,202
| +68% | +$972K | 0.39% | 63 |
|
|
2024
Q1 | $1.56M | Sell |
9,145
-4
| -0% | -$683 | 0.26% | 98 |
|
|
2023
Q4 | $1.19M | Sell |
9,149
-1,077
| -11% | -$140K | 0.22% | 116 |
|
|
2023
Q3 | $1.45M | Sell |
10,226
-219
| -2% | -$31K | 0.29% | 87 |
|
|
2023
Q2 | $1.31M | Sell |
10,445
-279
| -3% | -$35.1K | 0.25% | 95 |
|
|
2023
Q1 | $1.45M | Sell |
10,724
-997
| -9% | -$135K | 0.3% | 79 |
|
|
2022
Q4 | $1.49M | Buy |
11,721
+15
| +0.1% | +$1.9K | 0.34% | 76 |
|
|
2022
Q3 | $1.25M | Buy |
11,706
+114
| +1% | +$12.2K | 0.32% | 82 |
|
|
2022
Q2 | $1.23M | Buy |
11,592
+2,628
| +29% | +$279K | 0.31% | 85 |
|
|
2022
Q1 | $909K | Buy |
8,964
+1,524
| +20% | +$155K | 0.2% | 121 |
|
|
2021
Q4 | $559K | Buy |
7,440
+190
| +3% | +$14.3K | 0.13% | 171 |
|
|
2021
Q3 | $512K | Buy |
7,250
+1,125
| +18% | +$79.4K | 0.12% | 186 |
|
|
2021
Q2 | $478K | Buy |
6,125
+355
| +6% | +$27.7K | 0.12% | 183 |
|
|
2021
Q1 | $412K | Buy |
5,770
+119
| +2% | +$8.5K | 0.11% | 201 |
|
|
2020
Q4 | $326K | Buy |
5,651
+157
| +3% | +$9.06K | 0.08% | 225 |
|
|
2020
Q3 | $238K | Buy |
+5,494
| New | +$238K | 0.06% | 235 |
|
|
2019
Q3 | – | Sell |
-363
| Closed | -$31K | – | 509 |
|
|
2019
Q2 | $31K | Buy |
363
+200
| +123% | +$17.1K | 0.01% | 309 |
|
|
2019
Q1 | $14K | Hold |
163
| – | – | 0.01% | 367 |
|
|
2018
Q4 | $12K | Hold |
163
| – | – | ﹤0.01% | 366 |
|
|
2018
Q3 | $19K | Hold |
163
| – | – | 0.01% | 370 |
|
|
2018
Q2 | $18K | Hold |
163
| – | – | 0.01% | 380 |
|
|
2018
Q1 | $15K | Buy |
+163
| New | +$15K | 0.01% | 306 |
|
|
2017
Q2 | – | Sell |
-299
| Closed | -$20K | – | 615 |
|
|
2017
Q1 | $20K | Hold |
299
| – | – | 0.01% | 371 |
|
|
2016
Q4 | $20K | Hold |
299
| – | – | 0.01% | 324 |
|
|
2016
Q3 | $15K | Hold |
299
| – | – | 0.01% | 343 |
|
|
2016
Q2 | $15K | Buy |
+299
| New | +$15K | 0.01% | 348 |
|
|
2016
Q1 | – | Sell |
-299
| Closed | -$22K | – | 596 |
|
|
2015
Q4 | $22K | Hold |
299
| – | – | 0.01% | 366 |
|
|
2015
Q3 | $18K | Hold |
299
| – | – | 0.01% | 288 |
|
|
2015
Q2 | $19K | Hold |
299
| – | – | 0.01% | 280 |
|
|
2015
Q1 | $19K | Sell |
299
-12,510
| -98% | -$796K | 0.01% | 290 |
|
|
2014
Q4 | $634K | Buy |
12,809
+173
| +1% | +$8.56K | 0.47% | 69 |
|
|
2014
Q3 | $585K | Sell |
12,636
-39
| -0.3% | -$1.81K | 0.47% | 74 |
|
|
2014
Q2 | $635K | Sell |
12,675
-156
| -1% | -$7.82K | 0.49% | 70 |
|
|
2014
Q1 | $681K | Buy |
+12,831
| New | +$681K | 0.57% | 58 |
|