BankPlus 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	$451K	Buy	3,358 +173	+5%	+$23.3K	0.3%	68
2025 Q1	$421K	Buy	3,185 +240	+8%	+$31.7K	0.31%	68
2024 Q4	$361K	Buy	+2,945	New	+$361K	0.27%	74