Atlas Capital Advisors’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 | $598K | Sell |
4,448
-308
| -6% | -$41.4K | 0.07% | 219 |
|
|
2025
Q1 | $628K | Hold |
4,756
| – | – | 0.08% | 209 |
|
|
2024
Q4 | $583K | Sell |
4,756
-120
| -2% | -$14.7K | 0.07% | 211 |
|
|
2024
Q3 | $658K | Sell |
4,876
-473
| -9% | -$63.9K | 0.1% | 179 |
|
|
2024
Q2 | $839K | Sell |
5,349
-870
| -14% | -$136K | 0.11% | 149 |
|
|
2024
Q1 | $1.06M | Sell |
6,219
-125
| -2% | -$21.3K | 0.17% | 112 |
|
|
2023
Q4 | $825K | Buy |
6,344
+466
| +8% | +$60.6K | 0.12% | 143 |
|
|
2023
Q3 | $833K | Sell |
5,878
-266
| -4% | -$37.7K | 0.14% | 123 |
|
|
2023
Q2 | $721K | Sell |
6,144
-343
| -5% | -$40.2K | 0.11% | 145 |
|
|
2023
Q1 | $906K | Buy |
6,487
+306
| +5% | +$42.7K | 0.14% | 107 |
|
|
2022
Q4 | $784K | Buy |
6,181
+101
| +2% | +$12.8K | 0.13% | 129 |
|
|
2022
Q3 | $650K | Sell |
6,080
-1,607
| -21% | -$172K | 0.12% | 141 |
|
|
2022
Q2 | $817K | Buy |
7,687
+3,719
| +94% | +$395K | 0.14% | 128 |
|
|
2022
Q1 | $403K | Hold |
3,968
| – | – | 0.06% | 240 |
|
|
2021
Q4 | $298K | Buy |
3,968
+1,651
| +71% | +$124K | 0.04% | 299 |
|
|
2021
Q3 | $164K | Sell |
2,317
-259
| -10% | -$18.3K | 0.03% | 375 |
|
|
2021
Q2 | $201K | Buy |
2,576
+25
| +1% | +$1.95K | 0.03% | 358 |
|
|
2021
Q1 | $183K | Buy |
2,551
+330
| +15% | +$23.6K | 0.04% | 341 |
|
|
2020
Q4 | $126K | Buy |
+2,221
| New | +$126K | 0.03% | 365 |
|
|
2020
Q3 | – | Sell |
-2,959
| Closed | -$174K | – | 591 |
|
|
2020
Q2 | $174K | Sell |
2,959
-156
| -5% | -$9.18K | 0.04% | 332 |
|
|
2020
Q1 | $141K | Sell |
3,115
-2,864
| -48% | -$130K | 0.04% | 320 |
|
|
2019
Q4 | $560K | Hold |
5,979
| – | – | 0.14% | 177 |
|
|
2019
Q3 | $510K | Buy |
5,979
+520
| +10% | +$44.3K | 0.15% | 184 |
|
|
2019
Q2 | $467K | Sell |
5,459
-4,609
| -46% | -$395K | 0.15% | 177 |
|
|
2019
Q1 | $854K | Sell |
10,068
-1,055
| -9% | -$89.5K | 0.31% | 93 |
|
|
2018
Q4 | $834K | Sell |
11,123
-3,263
| -23% | -$245K | 0.33% | 79 |
|
|
2018
Q3 | $1.73M | Buy |
14,386
+1,837
| +15% | +$220K | 0.58% | 37 |
|
|
2018
Q2 | $1.33M | Sell |
12,549
-1,470
| -10% | -$156K | 0.47% | 52 |
|
|
2018
Q1 | $1.3M | Buy |
+14,019
| New | +$1.3M | 0.4% | 68 |
|