Beacon Pointe Advisors’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.92M | Buy |
73,790
+3,821
| +5% | +$514K | 0.1% | 177 |
|
|
2025
Q1 | $9.24M | Buy |
69,969
+24,227
| +53% | +$3.2M | 0.1% | 184 |
|
|
2024
Q4 | $5.61M | Sell |
45,742
-14,063
| -24% | -$1.72M | 0.06% | 259 |
|
|
2024
Q3 | $8.08M | Sell |
59,805
-170
| -0.3% | -$23K | 0.09% | 192 |
|
|
2024
Q2 | $9.4M | Sell |
59,975
-811
| -1% | -$127K | 0.11% | 166 |
|
|
2024
Q1 | $10.4M | Buy |
60,786
+2,847
| +5% | +$486K | 0.12% | 173 |
|
|
2023
Q4 | $7.53M | Buy |
57,939
+10,695
| +23% | +$1.39M | 0.09% | 204 |
|
|
2023
Q3 | $6.7M | Buy |
47,244
+9,227
| +24% | +$1.31M | 0.08% | 217 |
|
|
2023
Q2 | $4.46M | Sell |
38,017
-3,685
| -9% | -$432K | 0.07% | 226 |
|
|
2023
Q1 | $5.82M | Buy |
41,702
+557
| +1% | +$77.8K | 0.1% | 188 |
|
|
2022
Q4 | $5.22M | Sell |
41,145
-5,358
| -12% | -$680K | 0.1% | 186 |
|
|
2022
Q3 | $4.96M | Sell |
46,503
-1,672
| -3% | -$178K | 0.11% | 175 |
|
|
2022
Q2 | $5.13M | Buy |
48,175
+2,361
| +5% | +$251K | 0.11% | 178 |
|
|
2022
Q1 | $4.65M | Buy |
45,814
+42,925
| +1,486% | +$4.36M | 0.06% | 266 |
|
|
2021
Q4 | $217K | Buy |
+2,889
| New | +$217K | 0.01% | 849 |
|
|
2021
Q3 | – | Sell |
-2,917
| Closed | -$228K | – | 970 |
|
|
2021
Q2 | $228K | Buy |
+2,917
| New | +$228K | 0.01% | 753 |
|