AWM
Axxcess Wealth Management’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $873K | Buy |
6,493
+3,643
| +128% | +$490K | 0.02% | 461 |
|
|
2025
Q1 | $376K | Hold |
2,850
| – | – | 0.01% | 611 |
|
|
2024
Q4 | $349K | Hold |
2,850
| – | – | 0.01% | 631 |
|
|
2024
Q3 | $385K | Sell |
2,850
-6,085
| -68% | -$822K | 0.01% | 616 |
|
|
2024
Q2 | $1.4M | Sell |
8,935
-7,612
| -46% | -$1.19M | 0.04% | 312 |
|
|
2024
Q1 | $2.82M | Sell |
16,547
-1,073
| -6% | -$183K | 0.08% | 195 |
|
|
2023
Q4 | $2.29M | Buy |
17,620
+1,508
| +9% | +$196K | 0.07% | 225 |
|
|
2023
Q3 | $2.28M | Buy |
+16,112
| New | +$2.28M | 0.08% | 188 |
|
|
2023
Q2 | – | Sell |
-12,606
| Closed | -$1.76M | – | 688 |
|
|
2023
Q1 | $1.76M | Buy |
12,606
+2,920
| +30% | +$408K | 0.13% | 151 |
|
|
2022
Q4 | $1.23M | Buy |
+9,686
| New | +$1.23M | 0.1% | 194 |
|