Barnes Pettey Financial 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 | $238K | Hold |
1,768
| – | – | 0.16% | 95 |
|
|
2025
Q1 | $234K | Buy |
+1,768
| New | +$234K | 0.18% | 90 |
|
|
2024
Q4 | – | Sell |
-1,591
| Closed | -$215K | – | 105 |
|
|
2024
Q3 | $215K | Hold |
1,591
| – | – | 0.17% | 95 |
|
|
2024
Q2 | $249K | Sell |
1,591
-100
| -6% | -$15.7K | 0.21% | 77 |
|
|
2024
Q1 | $289K | Sell |
1,691
-700
| -29% | -$119K | 0.25% | 71 |
|
|
2023
Q4 | $311K | Hold |
2,391
| – | – | 0.25% | 68 |
|
|
2023
Q3 | $339K | Hold |
2,391
| – | – | 0.31% | 65 |
|
|
2023
Q2 | $280K | Hold |
2,391
| – | – | 0.24% | 79 |
|
|
2023
Q1 | $334K | Sell |
2,391
-800
| -25% | -$112K | 0.32% | 66 |
|
|
2022
Q4 | $405K | Buy |
3,191
+431
| +16% | +$54.7K | 0.42% | 56 |
|
|
2022
Q3 | $295K | Hold |
2,760
| – | – | 0.4% | 66 |
|
|
2022
Q2 | $293K | Buy |
2,760
+500
| +22% | +$53.1K | 0.38% | 65 |
|
|
2022
Q1 | $229K | Buy |
+2,260
| New | +$229K | 0.28% | 81 |
|