BIA
Benchmark Investment Advisors’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,358
| Closed | -$232K | – | 98 |
|
|
2024
Q1 | $232K | Sell |
1,358
-1,087
| -44% | -$186K | 0.18% | 83 |
|
|
2023
Q4 | $318K | Sell |
2,445
-198
| -7% | -$25.7K | 0.29% | 67 |
|
|
2023
Q3 | $375K | Buy |
2,643
+12
| +0.5% | +$1.7K | 0.38% | 62 |
|
|
2023
Q2 | $309K | Sell |
2,631
-60
| -2% | -$7.04K | 0.28% | 74 |
|
|
2023
Q1 | $376K | Sell |
2,691
-229
| -8% | -$32K | 0.39% | 63 |
|
|
2022
Q4 | $370K | Buy |
2,920
+1,040
| +55% | +$132K | 0.39% | 68 |
|
|
2022
Q3 | $201K | Buy |
+1,880
| New | +$201K | 0.22% | 91 |
|