Bedel Financial Consulting’s Valero Energy VLO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,601	Closed	-$215K	–	291
2025 Q2	$215K	Buy	+1,601	New	+$200K	0.03%	254
2025 Q1	–	Sell	-1,601	Closed	-$225K	–	272
2024 Q4	$225K	Hold	1,601	–	–	0.03%	244
2024 Q3	$216K	Buy	1,601 +73	+5%	+$10.6K	0.03%	245
2024 Q2	$240K	Sell	1,528 -50	-3%	-$8.07K	0.04%	218
2024 Q1	$269K	Hold	1,578	–	–	0.04%	211
2023 Q4	$205K	Hold	1,578	–	–	0.04%	234
2023 Q3	$224K	Buy	+1,578	New	+$207K	0.05%	210
2023 Q2	–	Sell	-1,612	Closed	-$225K	–	243
2023 Q1	$225K	Hold	1,612	–	–	0.05%	205
2022 Q4	$204K	Hold	1,612	–	–	0.05%	217
2022 Q3	$212K	Buy	+1,612	New	+$177K	0.06%	196
2022 Q2	–	Sell	-1,612	Closed	-$164K	–	884
2022 Q1	$164K	Hold	1,612	–	–	0.05%	208
2021 Q4	$121K	Hold	1,612	–	–	0.04%	249
2021 Q3	$114K	Hold	1,612	–	–	0.04%	252
2021 Q2	$126K	Hold	1,612	–	–	0.04%	235
2021 Q1	$115K	Hold	1,612	–	–	0.04%	240
2020 Q4	$91K	Sell	1,612 -175	-10%	-$8.59K	0.04%	234
2020 Q3	$77K	Hold	1,787	–	–	0.04%	244
2020 Q2	$105K	Sell	1,787 -9	-0.5%	-$538	0.06%	192
2020 Q1	$81K	Buy	1,796 +9	+0.5%	+$654	0.05%	206
2019 Q4	$167K	Hold	1,787	–	–	0.09%	155
2019 Q3	$152K	Buy	1,787 +30	+2%	+$2.42K	0.09%	163
2019 Q2	$150K	Hold	1,757	–	–	0.09%	160
2019 Q1	$149K	Hold	1,757	–	–	0.1%	155
2018 Q4	$132K	Buy	1,757 +50	+3%	+$4.39K	0.1%	157
2018 Q3	$180K	Hold	1,707	–	–	0.12%	146
2018 Q2	$189K	Sell	1,707 -20	-1%	-$2.24K	0.14%	141
2018 Q1	$160K	Buy	+1,727	New	+$161K	0.12%	154