Bedel Financial Consulting’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 | $215K | Buy |
+1,601
| New | +$215K | 0.03% | 253 |
|
2025
Q1 | – | Sell |
-1,601
| Closed | -$225K | – | 271 |
|
2024
Q4 | $225K | Hold |
1,601
| – | – | 0.03% | 243 |
|
2024
Q3 | $216K | Buy |
1,601
+73
| +5% | +$9.86K | 0.03% | 245 |
|
2024
Q2 | $240K | Sell |
1,528
-50
| -3% | -$7.84K | 0.04% | 218 |
|
2024
Q1 | $269K | Hold |
1,578
| – | – | 0.04% | 211 |
|
2023
Q4 | $205K | Hold |
1,578
| – | – | 0.04% | 233 |
|
2023
Q3 | $224K | Buy |
+1,578
| New | +$224K | 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 | +$212K | 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% | -$9.88K | 0.04% | 234 |
|
2020
Q3 | $77K | Hold |
1,787
| – | – | 0.04% | 244 |
|
2020
Q2 | $105K | Sell |
1,787
-9
| -0.5% | -$529 | 0.06% | 192 |
|
2020
Q1 | $81K | Buy |
1,796
+9
| +0.5% | +$406 | 0.05% | 206 |
|
2019
Q4 | $167K | Hold |
1,787
| – | – | 0.09% | 155 |
|
2019
Q3 | $152K | Buy |
1,787
+30
| +2% | +$2.55K | 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% | +$3.76K | 0.1% | 157 |
|
2018
Q3 | $180K | Hold |
1,707
| – | – | 0.12% | 146 |
|
2018
Q2 | $189K | Sell |
1,707
-20
| -1% | -$2.21K | 0.14% | 141 |
|
2018
Q1 | $160K | Buy |
+1,727
| New | +$160K | 0.12% | 154 |
|