Atria Investments’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 | $3.92M | Sell |
29,132
-18,923
| -39% | -$2.54M | 0.05% | 464 |
|
|
2025
Q1 | $6.35M | Buy |
48,055
+1,750
| +4% | +$231K | 0.08% | 290 |
|
|
2024
Q4 | $5.68M | Buy |
46,305
+1,708
| +4% | +$209K | 0.07% | 312 |
|
|
2024
Q3 | $6.02M | Buy |
44,597
+624
| +1% | +$84.3K | 0.07% | 300 |
|
|
2024
Q2 | $6.89M | Buy |
43,973
+531
| +1% | +$83.2K | 0.09% | 255 |
|
|
2024
Q1 | $7.42M | Buy |
43,442
+1,230
| +3% | +$210K | 0.1% | 237 |
|
|
2023
Q4 | $5.49M | Sell |
42,212
-1,317
| -3% | -$171K | 0.08% | 273 |
|
|
2023
Q3 | $6.17M | Sell |
43,529
-944
| -2% | -$134K | 0.11% | 228 |
|
|
2023
Q2 | $5.22M | Buy |
44,473
+747
| +2% | +$87.6K | 0.09% | 256 |
|
|
2023
Q1 | $6.1M | Sell |
43,726
-2,890
| -6% | -$403K | 0.12% | 214 |
|
|
2022
Q4 | $5.91M | Sell |
46,616
-552
| -1% | -$70K | 0.12% | 215 |
|
|
2022
Q3 | $5.04M | Buy |
47,168
+1,338
| +3% | +$143K | 0.11% | 230 |
|
|
2022
Q2 | $4.87M | Buy |
45,830
+8,235
| +22% | +$875K | 0.1% | 236 |
|
|
2022
Q1 | $3.82M | Buy |
37,595
+10,232
| +37% | +$1.04M | 0.07% | 349 |
|
|
2021
Q4 | $2.06M | Buy |
+27,363
| New | +$2.06M | 0.04% | 555 |
|
|
2020
Q3 | – | Sell |
-18,645
| Closed | -$1.1M | – | 606 |
|
|
2020
Q2 | $1.1M | Sell |
18,645
-9,445
| -34% | -$556K | 0.04% | 485 |
|
|
2020
Q1 | $1.27M | Sell |
28,090
-39,342
| -58% | -$1.78M | 0.1% | 195 |
|
|
2019
Q4 | $6.32M | Buy |
67,432
+43,731
| +185% | +$4.1M | 0.17% | 123 |
|
|
2019
Q3 | $2.02M | Sell |
23,701
-2,885
| -11% | -$246K | 0.07% | 229 |
|
|
2019
Q2 | $2.06M | Buy |
26,586
+18,392
| +224% | +$1.43M | 0.08% | 221 |
|
|
2019
Q1 | $695K | Sell |
8,194
-4,826
| -37% | -$409K | 0.03% | 445 |
|
|
2018
Q4 | $976K | Sell |
13,020
-22,388
| -63% | -$1.68M | 0.04% | 312 |
|
|
2018
Q3 | $4.03M | Buy |
35,408
+6,984
| +25% | +$794K | 0.16% | 112 |
|
|
2018
Q2 | $3.15M | Buy |
28,424
+6,628
| +30% | +$735K | 0.14% | 137 |
|
|
2018
Q1 | $2.02M | Buy |
21,796
+232
| +1% | +$21.5K | 0.1% | 220 |
|
|
2017
Q4 | $1.98M | Sell |
21,564
-40,813
| -65% | -$3.75M | 0.1% | 218 |
|
|
2017
Q3 | $4.8M | Buy |
62,377
+953
| +2% | +$73.3K | 0.26% | 71 |
|
|
2017
Q2 | $4.14M | Buy |
61,424
+10,307
| +20% | +$695K | 0.25% | 73 |
|
|
2017
Q1 | $3.39M | Buy |
51,117
+15,923
| +45% | +$1.06M | 0.22% | 88 |
|
|
2016
Q4 | $2.4M | Buy |
35,194
+24,676
| +235% | +$1.69M | 0.18% | 101 |
|
|
2016
Q3 | $557K | Sell |
10,518
-166
| -2% | -$8.79K | 0.05% | 292 |
|
|
2016
Q2 | $513K | Buy |
10,684
+6,275
| +142% | +$301K | 0.06% | 256 |
|
|
2016
Q1 | $283K | Sell |
4,409
-7,641
| -63% | -$490K | 0.03% | 364 |
|
|
2015
Q4 | $823K | Buy |
12,050
+1,452
| +14% | +$99.2K | 0.09% | 170 |
|
|
2015
Q3 | $637K | Sell |
10,598
-7,773
| -42% | -$467K | 0.09% | 158 |
|
|
2015
Q2 | $1.15M | Buy |
18,371
+11,400
| +164% | +$714K | 0.14% | 111 |
|
|
2015
Q1 | $443K | Sell |
6,971
-2,847
| -29% | -$181K | 0.05% | 268 |
|
|
2014
Q4 | $486K | Buy |
9,818
+975
| +11% | +$48.3K | 0.05% | 264 |
|
|
2014
Q3 | $409K | Sell |
8,843
-39,785
| -82% | -$1.84M | 0.04% | 308 |
|
|
2014
Q2 | $2.44M | Buy |
48,628
+3,827
| +9% | +$192K | 0.24% | 80 |
|
|
2014
Q1 | $2.38M | Buy |
44,801
+39,894
| +813% | +$2.12M | 0.24% | 71 |
|
|
2013
Q4 | $247K | Buy |
+4,907
| New | +$247K | 0.02% | 408 |
|