Belpointe Asset Management’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 | $922K | Buy |
6,856
+392
| +6% | +$52.7K | 0.04% | 383 |
|
|
2025
Q1 | $854K | Sell |
6,464
-2,805
| -30% | -$370K | 0.04% | 379 |
|
|
2024
Q4 | $1.36M | Sell |
9,269
-95
| -1% | -$13.9K | 0.08% | 240 |
|
|
2024
Q3 | $1.26M | Buy |
9,364
+650
| +7% | +$87.8K | 0.08% | 256 |
|
|
2024
Q2 | $1.37M | Sell |
8,714
-1,859
| -18% | -$291K | 0.1% | 205 |
|
|
2024
Q1 | $1.8M | Buy |
10,573
+351
| +3% | +$59.9K | 0.14% | 143 |
|
|
2023
Q4 | $1.33M | Buy |
10,222
+530
| +5% | +$68.9K | 0.12% | 169 |
|
|
2023
Q3 | $1.37M | Buy |
9,692
+2,288
| +31% | +$324K | 0.14% | 148 |
|
|
2023
Q2 | $869K | Sell |
7,404
-5,426
| -42% | -$637K | 0.09% | 210 |
|
|
2023
Q1 | $1.79M | Buy |
12,830
+83
| +0.7% | +$11.6K | 0.1% | 216 |
|
|
2022
Q4 | $1.62M | Buy |
12,747
+3,428
| +37% | +$435K | 0.1% | 207 |
|
|
2022
Q3 | $996K | Buy |
9,319
+4,531
| +95% | +$484K | 0.07% | 294 |
|
|
2022
Q2 | $508K | Buy |
4,788
+250
| +6% | +$26.5K | 0.03% | 474 |
|
|
2022
Q1 | $461K | Buy |
4,538
+465
| +11% | +$47.2K | 0.03% | 564 |
|
|
2021
Q4 | $306K | Buy |
4,073
+108
| +3% | +$8.11K | 0.02% | 702 |
|
|
2021
Q3 | $280K | Buy |
3,965
+1,767
| +80% | +$125K | 0.02% | 716 |
|
|
2021
Q2 | $172K | Buy |
2,198
+786
| +56% | +$61.5K | 0.01% | 889 |
|
|
2021
Q1 | $101K | Sell |
1,412
-3,468
| -71% | -$248K | 0.01% | 1001 |
|
|
2020
Q4 | $277K | Sell |
4,880
-13,761
| -74% | -$781K | 0.02% | 586 |
|
|
2020
Q3 | $807K | Sell |
18,641
-4,991
| -21% | -$216K | 0.09% | 243 |
|
|
2020
Q2 | $1.39M | Buy |
23,632
+19,930
| +538% | +$1.17M | 0.18% | 120 |
|
|
2020
Q1 | $168K | Sell |
3,702
-9,660
| -72% | -$438K | 0.03% | 463 |
|
|
2019
Q4 | $1.25M | Buy |
13,362
+5,970
| +81% | +$559K | 0.16% | 142 |
|
|
2019
Q3 | $630K | Buy |
7,392
+533
| +8% | +$45.4K | 0.1% | 218 |
|
|
2019
Q2 | $587K | Buy |
6,859
+2,957
| +76% | +$253K | 0.12% | 192 |
|
|
2019
Q1 | $331K | Buy |
3,902
+1,993
| +104% | +$169K | 0.06% | 227 |
|
|
2018
Q4 | $143K | Sell |
1,909
-3,139
| -62% | -$235K | 0.04% | 406 |
|
|
2018
Q3 | $574K | Sell |
5,048
-238
| -5% | -$27.1K | 0.09% | 220 |
|
|
2018
Q2 | $586K | Sell |
5,286
-879
| -14% | -$97.4K | 0.16% | 129 |
|
|
2018
Q1 | $572K | Sell |
6,165
-1,659
| -21% | -$154K | 0.17% | 127 |
|
|
2017
Q4 | $719K | Buy |
7,824
+687
| +10% | +$63.1K | 0.16% | 143 |
|
|
2017
Q3 | $549K | Buy |
+7,137
| New | +$549K | 0.13% | 171 |
|