BBWA
Bell & Brown Wealth Advisors’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.73M | Sell |
42,640
-183
| -0.4% | -$24.6K | 2.05% | 18 |
|
|
2025
Q1 | $5.66M | Buy |
42,823
+903
| +2% | +$119K | 2.21% | 15 |
|
|
2024
Q4 | $5.14M | Buy |
41,920
+503
| +1% | +$61.7K | 1.91% | 21 |
|
|
2024
Q3 | $5.59M | Buy |
41,417
+967
| +2% | +$131K | 2.19% | 15 |
|
|
2024
Q2 | $6.34M | Sell |
40,450
-316
| -0.8% | -$49.5K | 2.43% | 13 |
|
|
2024
Q1 | $6.96M | Sell |
40,766
-433
| -1% | -$73.9K | 2.98% | 9 |
|
|
2023
Q4 | $5.36M | Buy |
+41,199
| New | +$5.36M | 2.49% | 14 |
|
|
2023
Q2 | $4.86M | Sell |
41,462
-31
| -0.1% | -$3.64K | 2.43% | 14 |
|
|
2023
Q1 | $5.79M | Sell |
41,493
-1,249
| -3% | -$174K | 3.09% | 8 |
|
|
2022
Q4 | $5.42M | Sell |
42,742
-10,882
| -20% | -$1.38M | 2.98% | 7 |
|
|
2022
Q3 | $5.73M | Sell |
53,624
-1,025
| -2% | -$110K | 3.54% | 5 |
|
|
2022
Q2 | $5.81M | Sell |
54,649
-1,455
| -3% | -$155K | 3.11% | 6 |
|
|
2022
Q1 | $5.7M | Sell |
56,104
-1,912
| -3% | -$194K | 2.58% | 11 |
|
|
2021
Q4 | $5.15M | Buy |
58,016
+2,898
| +5% | +$257K | 2.49% | 11 |
|
|
2021
Q3 | $3.89M | Buy |
+55,118
| New | +$3.89M | 2.1% | 21 |
|
|
2020
Q3 | $701K | Buy |
17,004
+2,100
| +14% | +$86.6K | 0.51% | 52 |
|
|
2020
Q2 | $785K | Buy |
14,904
+1,013
| +7% | +$53.4K | 0.61% | 50 |
|
|
2020
Q1 | $918K | Buy |
13,891
+1,122
| +9% | +$74.1K | 0.85% | 40 |
|
|
2019
Q4 | $1.18M | Sell |
12,769
-87
| -0.7% | -$8.01K | 0.88% | 47 |
|
|
2019
Q3 | $1.09M | Buy |
12,856
+841
| +7% | +$71K | 0.89% | 49 |
|
|
2019
Q2 | $1.03M | Buy |
12,015
+193
| +2% | +$16.5K | 0.91% | 49 |
|
|
2019
Q1 | $1M | Buy |
11,822
+526
| +5% | +$44.6K | 0.91% | 47 |
|
|
2018
Q4 | $847K | Buy |
11,296
+3,503
| +45% | +$263K | 0.91% | 47 |
|
|
2018
Q3 | $710K | Sell |
7,793
-12
| -0.2% | -$1.09K | 0.66% | 56 |
|
|
2018
Q2 | $865K | Sell |
7,805
-1,861
| -19% | -$206K | 0.85% | 50 |
|
|
2018
Q1 | $1.07M | Buy |
9,666
+48
| +0.5% | +$5.29K | 1.12% | 37 |
|
|
2017
Q4 | $884K | Buy |
+9,618
| New | +$884K | 0.92% | 47 |
|