Badgley Phelps Wealth Managers’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 | $19.8M | Buy |
147,483
+1,728
| +1% | +$232K | 0.44% | 60 |
|
|
2025
Q1 | $19.2M | Buy |
145,755
+2,078
| +1% | +$274K | 0.46% | 64 |
|
|
2024
Q4 | $17.6M | Sell |
143,677
-4,600
| -3% | -$564K | 0.41% | 65 |
|
|
2024
Q3 | $20M | Buy |
148,277
+989
| +0.7% | +$134K | 0.47% | 68 |
|
|
2024
Q2 | $23.1M | Buy |
147,288
+1,625
| +1% | +$255K | 0.57% | 54 |
|
|
2024
Q1 | $24.9M | Buy |
145,663
+2,531
| +2% | +$432K | 0.62% | 48 |
|
|
2023
Q4 | $18.6M | Buy |
143,132
+13,275
| +10% | +$1.73M | 0.51% | 62 |
|
|
2023
Q3 | $18.4M | Buy |
129,857
+1,394
| +1% | +$198K | 0.63% | 56 |
|
|
2023
Q2 | $15.1M | Sell |
128,463
-612
| -0.5% | -$71.8K | 0.5% | 68 |
|
|
2023
Q1 | $18M | Sell |
129,075
-37,779
| -23% | -$5.27M | 0.66% | 52 |
|
|
2022
Q4 | $21.2M | Buy |
166,854
+2,040
| +1% | +$259K | 0.85% | 38 |
|
|
2022
Q3 | $17.6M | Buy |
164,814
+1,879
| +1% | +$201K | 0.76% | 40 |
|
|
2022
Q2 | $17.3M | Buy |
162,935
+4,575
| +3% | +$486K | 0.71% | 48 |
|
|
2022
Q1 | $16.1M | Buy |
158,360
+8,390
| +6% | +$852K | 0.56% | 59 |
|
|
2021
Q4 | $11.3M | Sell |
149,970
-4,217
| -3% | -$317K | 0.37% | 89 |
|
|
2021
Q3 | $10.9M | Buy |
+154,187
| New | +$10.9M | 0.4% | 87 |
|