Athena Investment Management’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 | $203K | Buy |
+1,508
| New | +$203K | 0.11% | 150 |
|
2024
Q4 | – | Sell |
-1,515
| Closed | -$205K | – | 157 |
|
2024
Q3 | $205K | Hold |
1,515
| – | – | 0.12% | 147 |
|
2024
Q2 | $237K | Sell |
1,515
-35
| -2% | -$5.49K | 0.14% | 129 |
|
2024
Q1 | $265K | Sell |
1,550
-77
| -5% | -$13.1K | 0.16% | 127 |
|
2023
Q4 | $212K | Hold |
1,627
| – | – | 0.14% | 136 |
|
2023
Q3 | $231K | Buy |
+1,627
| New | +$231K | 0.17% | 124 |
|
2023
Q2 | – | Sell |
-1,627
| Closed | -$227K | – | 139 |
|
2023
Q1 | $227K | Sell |
1,627
-6
| -0.4% | -$838 | 0.16% | 129 |
|
2022
Q4 | $207K | Buy |
+1,633
| New | +$207K | 0.15% | 133 |
|