B. Riley Wealth 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 | $303K | Buy |
+2,253
| New | +$303K | 0.01% | 695 |
|
|
2024
Q4 | $1.54M | Buy |
12,537
+933
| +8% | +$114K | 0.05% | 330 |
|
|
2024
Q3 | $1.6M | Sell |
11,604
-1,740
| -13% | -$241K | 0.04% | 376 |
|
|
2024
Q2 | $2.09M | Buy |
13,344
+1,880
| +16% | +$295K | 0.05% | 326 |
|
|
2024
Q1 | $1.62M | Buy |
11,464
+248
| +2% | +$35.1K | 0.04% | 408 |
|
|
2023
Q4 | $1.46M | Sell |
11,216
-248
| -2% | -$32.2K | 0.04% | 434 |
|
|
2023
Q3 | $1.62M | Sell |
11,464
-59
| -0.5% | -$8.36K | 0.04% | 408 |
|
|
2023
Q2 | $1.35M | Sell |
11,523
-462
| -4% | -$54.2K | 0.03% | 472 |
|
|
2023
Q1 | $1.67M | Sell |
11,985
-745
| -6% | -$104K | 0.04% | 392 |
|
|
2022
Q4 | $1.61M | Buy |
12,730
+1,012
| +9% | +$128K | 0.05% | 396 |
|
|
2022
Q3 | $1.25M | Buy |
11,718
+2,061
| +21% | +$220K | 0.04% | 435 |
|
|
2022
Q2 | $1.03M | Sell |
9,657
-1,045
| -10% | -$111K | 0.04% | 413 |
|
|
2022
Q1 | $1.09M | Sell |
10,702
-2,695
| -20% | -$274K | 0.04% | 459 |
|
|
2021
Q4 | $1.01M | Buy |
13,397
+1,232
| +10% | +$92.5K | 0.03% | 532 |
|
|
2021
Q3 | $865K | Buy |
12,165
+4,570
| +60% | +$325K | 0.03% | 568 |
|
|
2021
Q2 | $588K | Buy |
7,595
+2,563
| +51% | +$198K | 0.02% | 692 |
|
|
2021
Q1 | $347K | Sell |
5,032
-529
| -10% | -$36.5K | 0.01% | 917 |
|
|
2020
Q4 | $315K | Sell |
5,561
-4,968
| -47% | -$281K | 0.02% | 728 |
|
|
2020
Q3 | $499K | Sell |
10,529
-10,906
| -51% | -$517K | 0.03% | 532 |
|
|
2020
Q2 | $1.26M | Buy |
21,435
+181
| +0.9% | +$10.7K | 0.08% | 239 |
|
|
2020
Q1 | $964K | Buy |
21,254
+8,131
| +62% | +$369K | 0.08% | 247 |
|
|
2019
Q4 | $1.23M | Buy |
13,123
+1,719
| +15% | +$161K | 0.1% | 209 |
|
|
2019
Q3 | $974K | Buy |
11,404
+4,389
| +63% | +$375K | 0.1% | 226 |
|
|
2019
Q2 | $602K | Buy |
7,015
+1,663
| +31% | +$143K | 0.07% | 311 |
|
|
2019
Q1 | $455K | Sell |
5,352
-2,606
| -33% | -$222K | 0.06% | 368 |
|
|
2018
Q4 | $599K | Sell |
7,958
-770
| -9% | -$58K | 0.09% | 254 |
|
|
2018
Q3 | $994K | Sell |
8,728
-226
| -3% | -$25.7K | 0.12% | 192 |
|
|
2018
Q2 | $994K | Buy |
8,954
+1,677
| +23% | +$186K | 0.13% | 182 |
|
|
2018
Q1 | $676K | Sell |
7,277
-576
| -7% | -$53.5K | 0.09% | 232 |
|
|
2017
Q4 | $723K | Buy |
7,853
+2,893
| +58% | +$266K | 0.1% | 233 |
|
|
2017
Q3 | $383K | Sell |
4,960
-95
| -2% | -$7.34K | 0.06% | 323 |
|
|
2017
Q2 | $342K | Buy |
5,055
+387
| +8% | +$26.2K | 0.06% | 327 |
|
|
2017
Q1 | $310K | Sell |
4,668
-609
| -12% | -$40.4K | 0.06% | 330 |
|
|
2016
Q4 | $361K | Buy |
5,277
+623
| +13% | +$42.6K | 0.07% | 308 |
|
|
2016
Q3 | $248K | Buy |
+4,654
| New | +$248K | 0.05% | 463 |
|
|
2016
Q1 | – | Sell |
-3,160
| Closed | -$224K | – | 617 |
|
|
2015
Q4 | $224K | Sell |
3,160
-415
| -12% | -$29.4K | 0.05% | 456 |
|
|
2015
Q3 | $215K | Buy |
+3,575
| New | +$215K | 0.05% | 456 |
|
|
2015
Q1 | – | Sell |
-2,725
| Closed | -$135 | – | 1944 |
|
|
2014
Q4 | $135 | Buy |
+2,725
| New | +$135 | ﹤0.01% | 1565 |
|
|
2014
Q3 | – | Sell |
-2,025
| Closed | -$101K | – | 1856 |
|
|
2014
Q2 | $101K | Sell |
2,025
-25
| -1% | -$1.25K | 0.02% | 717 |
|
|
2014
Q1 | $109K | Sell |
2,050
-1,638
| -44% | -$87.1K | 0.03% | 591 |
|
|
2013
Q4 | $186K | Sell |
3,688
-800
| -18% | -$40.3K | 0.06% | 364 |
|
|
2013
Q3 | $153K | Buy |
4,488
+1,550
| +53% | +$52.8K | 0.05% | 420 |
|
|
2013
Q2 | $102K | Buy |
+2,938
| New | +$102K | 0.03% | 542 |
|