Beacon Investment Advisory Services’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 | $4.05M | Buy |
30,152
+2,372
| +9% | +$319K | 0.18% | 93 |
|
|
2025
Q1 | $3.67M | Buy |
27,780
+2,333
| +9% | +$308K | 0.17% | 94 |
|
|
2024
Q4 | $3.12M | Sell |
25,447
-652
| -2% | -$79.9K | 0.14% | 100 |
|
|
2024
Q3 | $3.52M | Buy |
26,099
+906
| +4% | +$122K | 0.15% | 99 |
|
|
2024
Q2 | $3.95M | Sell |
25,193
-215
| -0.8% | -$33.7K | 0.17% | 95 |
|
|
2024
Q1 | $4.34M | Buy |
25,408
+1,268
| +5% | +$216K | 0.19% | 93 |
|
|
2023
Q4 | $3.14M | Sell |
24,140
-1,197
| -5% | -$156K | 0.14% | 104 |
|
|
2023
Q3 | $3.59M | Buy |
25,337
+304
| +1% | +$43.1K | 0.18% | 93 |
|
|
2023
Q2 | $2.94M | Buy |
25,033
+386
| +2% | +$45.3K | 0.14% | 114 |
|
|
2023
Q1 | $3.44M | Buy |
24,647
+1,771
| +8% | +$247K | 0.17% | 105 |
|
|
2022
Q4 | $2.9M | Buy |
22,876
+4,428
| +24% | +$562K | 0.15% | 110 |
|
|
2022
Q3 | $1.97M | Buy |
+18,448
| New | +$1.97M | 0.11% | 120 |
|