Avior Wealth 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 | – | Sell |
-2,312
| Closed | -$305K | – | 783 |
|
|
2025
Q1 | $305K | Sell |
2,312
-717
| -24% | -$94.7K | 0.01% | 541 |
|
|
2024
Q4 | $371K | Sell |
3,029
-1
| -0% | -$123 | 0.01% | 531 |
|
|
2024
Q3 | $409K | Buy |
3,030
+1,029
| +51% | +$139K | 0.02% | 505 |
|
|
2024
Q2 | $312K | Sell |
2,001
-1,186
| -37% | -$185K | 0.01% | 561 |
|
|
2024
Q1 | $544K | Buy |
3,187
+2,999
| +1,595% | +$512K | 0.03% | 420 |
|
|
2023
Q4 | $24.6K | Sell |
188
-2
| -1% | -$261 | ﹤0.01% | 853 |
|
|
2023
Q3 | $27.1K | Sell |
190
-25
| -12% | -$3.56K | ﹤0.01% | 896 |
|
|
2023
Q2 | $25.2K | Buy |
215
+113
| +111% | +$13.3K | ﹤0.01% | 896 |
|
|
2023
Q1 | $14.2K | Buy |
102
+28
| +38% | +$3.91K | ﹤0.01% | 1000 |
|
|
2022
Q4 | $9.39K | Hold |
74
| – | – | ﹤0.01% | 864 |
|
|
2022
Q3 | $7K | Sell |
74
-440
| -86% | -$41.6K | ﹤0.01% | 906 |
|
|
2022
Q2 | $54K | Hold |
514
| – | – | 0.01% | 555 |
|
|
2022
Q1 | $52K | Buy |
514
+500
| +3,571% | +$50.6K | ﹤0.01% | 590 |
|
|
2021
Q4 | $1K | Hold |
14
| – | – | ﹤0.01% | 1060 |
|
|
2021
Q3 | $0 | Sell |
14
-41
| -75% | – | ﹤0.01% | 1192 |
|
|
2021
Q2 | $4K | Buy |
55
+41
| +293% | +$2.98K | ﹤0.01% | 855 |
|
|
2021
Q1 | $1K | Hold |
14
| – | – | ﹤0.01% | 986 |
|
|
2020
Q4 | $0 | Hold |
14
| – | – | ﹤0.01% | 1101 |
|
|
2020
Q3 | $0 | Hold |
14
| – | – | ﹤0.01% | 1030 |
|
|
2020
Q2 | $0 | Hold |
14
| – | – | ﹤0.01% | 997 |
|
|
2020
Q1 | $0 | Hold |
14
| – | – | ﹤0.01% | 899 |
|
|
2019
Q4 | $1K | Hold |
14
| – | – | ﹤0.01% | 771 |
|
|
2019
Q3 | $1K | Sell |
14
-42
| -75% | -$3K | ﹤0.01% | 759 |
|
|
2019
Q2 | $5K | Buy |
+56
| New | +$5K | ﹤0.01% | 655 |
|
|
2018
Q4 | – | Sell |
-26
| Closed | -$3K | – | 764 |
|
|
2018
Q3 | $3K | Hold |
26
| – | – | ﹤0.01% | 675 |
|
|
2018
Q2 | $3K | Sell |
26
-5
| -16% | -$577 | ﹤0.01% | 703 |
|
|
2018
Q1 | $3K | Sell |
31
-21
| -40% | -$2.03K | ﹤0.01% | 680 |
|
|
2017
Q4 | $5K | Buy |
52
+31
| +148% | +$2.98K | ﹤0.01% | 651 |
|
|
2017
Q3 | $2K | Buy |
+21
| New | +$2K | ﹤0.01% | 468 |
|
|
2016
Q2 | – | Sell |
-200
| Closed | -$13K | – | 493 |
|
|
2016
Q1 | $13K | Buy |
+200
| New | +$13K | 0.01% | 327 |
|