Bartlett & Co 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 | $54.4K | Sell |
405
-2
| -0.5% | -$269 | ﹤0.01% | 645 |
|
|
2025
Q1 | $53.8K | Sell |
407
-1,036
| -72% | -$137K | ﹤0.01% | 637 |
|
|
2024
Q4 | $177K | Sell |
1,443
-185
| -11% | -$22.7K | ﹤0.01% | 460 |
|
|
2024
Q3 | $220K | Hold |
1,628
| – | – | ﹤0.01% | 428 |
|
|
2024
Q2 | $255K | Sell |
1,628
-70
| -4% | -$11K | ﹤0.01% | 417 |
|
|
2024
Q1 | $290K | Sell |
1,698
-123
| -7% | -$21K | ﹤0.01% | 407 |
|
|
2023
Q4 | $237K | Buy |
1,821
+996
| +121% | +$130K | ﹤0.01% | 447 |
|
|
2023
Q3 | $117K | Hold |
825
| – | – | ﹤0.01% | 516 |
|
|
2023
Q2 | $96.8K | Buy |
825
+100
| +14% | +$11.7K | ﹤0.01% | 551 |
|
|
2023
Q1 | $101K | Hold |
725
| – | – | ﹤0.01% | 463 |
|
|
2022
Q4 | $92K | Hold |
725
| – | – | ﹤0.01% | 483 |
|
|
2022
Q3 | $77.5K | Hold |
725
| – | – | ﹤0.01% | 495 |
|
|
2022
Q2 | $77.1K | Hold |
725
| – | – | ﹤0.01% | 505 |
|
|
2022
Q1 | $73.6K | Buy |
+725
| New | +$73.6K | ﹤0.01% | 526 |
|
|
2021
Q4 | – | Sell |
-725
| Closed | -$51.2K | – | 871 |
|
|
2021
Q3 | $51.2K | Sell |
725
-10
| -1% | -$706 | ﹤0.01% | 506 |
|
|
2021
Q2 | $57.4K | Hold |
735
| – | – | ﹤0.01% | 482 |
|
|
2021
Q1 | $52.6K | Hold |
735
| – | – | ﹤0.01% | 528 |
|
|
2020
Q4 | $41.6K | Buy |
735
+10
| +1% | +$566 | ﹤0.01% | 551 |
|
|
2020
Q3 | $31.4K | Sell |
725
-4,500
| -86% | -$195K | ﹤0.01% | 557 |
|
|
2020
Q2 | $307K | Sell |
5,225
-1,480
| -22% | -$87.1K | 0.01% | 276 |
|
|
2020
Q1 | $304K | Sell |
6,705
-2,080
| -24% | -$94.3K | 0.01% | 264 |
|
|
2019
Q4 | $823K | Hold |
8,785
| – | – | 0.02% | 220 |
|
|
2019
Q3 | $749K | Buy |
8,785
+8,685
| +8,685% | +$740K | 0.02% | 223 |
|
|
2019
Q2 | $8.56K | Sell |
100
-67
| -40% | -$5.74K | ﹤0.01% | 593 |
|
|
2019
Q1 | $14.2K | Hold |
167
| – | – | ﹤0.01% | 550 |
|
|
2018
Q4 | $12.5K | Hold |
167
| – | – | ﹤0.01% | 560 |
|
|
2018
Q3 | $19K | Sell |
167
-151
| -47% | -$17.2K | ﹤0.01% | 544 |
|
|
2018
Q2 | $35.2K | Buy |
318
+101
| +47% | +$11.2K | ﹤0.01% | 465 |
|
|
2018
Q1 | $20.1K | Buy |
+217
| New | +$20.1K | ﹤0.01% | 538 |
|