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