Beacon Investment 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 | $2.25M | Buy |
16,676
+68
| +0.4% | +$9.16K | 0.97% | 28 |
|
|
2025
Q1 | $2.19M | Buy |
16,608
+82
| +0.5% | +$10.8K | 1.04% | 26 |
|
|
2024
Q4 | $2.03M | Buy |
16,526
+172
| +1% | +$21.1K | 0.95% | 28 |
|
|
2024
Q3 | $2.21M | Buy |
16,354
+109
| +0.7% | +$14.7K | 1.04% | 24 |
|
|
2024
Q2 | $2.55M | Buy |
16,245
+122
| +0.8% | +$19.1K | 1.3% | 19 |
|
|
2024
Q1 | $2.75M | Buy |
16,123
+536
| +3% | +$91.5K | 1.57% | 15 |
|
|
2023
Q4 | $2.03M | Buy |
15,587
+89
| +0.6% | +$11.6K | 1.29% | 21 |
|
|
2023
Q3 | $2.2M | Buy |
15,498
+57
| +0.4% | +$8.08K | 1.55% | 15 |
|
|
2023
Q2 | $1.81M | Sell |
15,441
-1
| -0% | -$117 | 1.24% | 22 |
|
|
2023
Q1 | $2.16M | Buy |
15,442
+37
| +0.2% | +$5.17K | 1.57% | 14 |
|
|
2022
Q4 | $1.95M | Buy |
+15,405
| New | +$1.95M | 1.63% | 12 |
|