Avantax Advisory Services’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 | $7.18M | Sell |
53,431
-2,068
| -4% | -$278K | 0.04% | 343 |
|
|
2025
Q1 | $7.33M | Buy |
55,499
+5,753
| +12% | +$760K | 0.04% | 317 |
|
|
2024
Q4 | $6.1M | Buy |
49,746
+790
| +2% | +$96.8K | 0.04% | 343 |
|
|
2024
Q3 | $6.61M | Sell |
48,956
-11,627
| -19% | -$1.57M | 0.04% | 325 |
|
|
2024
Q2 | $9.5M | Buy |
60,583
+11,958
| +25% | +$1.87M | 0.07% | 217 |
|
|
2024
Q1 | $8.3M | Buy |
48,625
+2,769
| +6% | +$473K | 0.07% | 211 |
|
|
2023
Q4 | $5.96M | Buy |
45,856
+2,122
| +5% | +$276K | 0.06% | 245 |
|
|
2023
Q3 | $6.2M | Sell |
43,734
-2,304
| -5% | -$327K | 0.07% | 213 |
|
|
2023
Q2 | $5.4M | Sell |
46,038
-4,277
| -9% | -$502K | 0.06% | 238 |
|
|
2023
Q1 | $7.02M | Buy |
50,315
+26,268
| +109% | +$3.67M | 0.09% | 180 |
|
|
2022
Q4 | $3.05M | Buy |
24,047
+1,956
| +9% | +$248K | 0.04% | 330 |
|
|
2022
Q3 | $2.36M | Buy |
22,091
+2,682
| +14% | +$287K | 0.04% | 345 |
|
|
2022
Q2 | $2.06M | Buy |
19,409
+1,181
| +6% | +$126K | 0.03% | 370 |
|
|
2022
Q1 | $1.84M | Buy |
18,228
+3,397
| +23% | +$343K | 0.03% | 393 |
|
|
2021
Q4 | $1.11M | Sell |
14,831
-459
| -3% | -$34.5K | 0.02% | 508 |
|
|
2021
Q3 | $1.08M | Buy |
15,290
+525
| +4% | +$37.1K | 0.02% | 470 |
|
|
2021
Q2 | $1.15M | Sell |
14,765
-2,138
| -13% | -$167K | 0.02% | 445 |
|
|
2021
Q1 | $1.21M | Sell |
16,903
-627
| -4% | -$44.8K | 0.03% | 389 |
|
|
2020
Q4 | $992K | Sell |
17,530
-36,820
| -68% | -$2.08M | 0.02% | 392 |
|
|
2020
Q3 | $2.36M | Buy |
54,350
+23,117
| +74% | +$1M | 0.04% | 335 |
|
|
2020
Q2 | $1.84M | Sell |
31,233
-540
| -2% | -$31.8K | 0.05% | 230 |
|
|
2020
Q1 | $1.45M | Sell |
31,773
-1,865
| -6% | -$84.8K | 0.04% | 240 |
|
|
2019
Q4 | $3.15M | Buy |
33,638
+9,953
| +42% | +$933K | 0.07% | 153 |
|
|
2019
Q3 | $2.02M | Buy |
23,685
+883
| +4% | +$75.2K | 0.08% | 130 |
|
|
2019
Q2 | $1.95M | Buy |
22,802
+4,110
| +22% | +$352K | 0.09% | 118 |
|
|
2019
Q1 | $1.59M | Buy |
18,692
+4,648
| +33% | +$394K | 0.08% | 131 |
|
|
2018
Q4 | $1.05M | Buy |
+14,044
| New | +$1.05M | 0.18% | 128 |
|