Berger Financial Group’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 | $834K | Sell |
6,201
-7
| -0.1% | -$941 | 0.05% | 210 |
|
|
2025
Q1 | $820K | Sell |
6,208
-376
| -6% | -$49.7K | 0.06% | 203 |
|
|
2024
Q4 | $807K | Buy |
6,584
+796
| +14% | +$97.6K | 0.06% | 195 |
|
|
2024
Q3 | $782K | Buy |
+5,788
| New | +$782K | 0.06% | 180 |
|
|
2024
Q2 | – | Sell |
-1,309
| Closed | -$223K | – | 379 |
|
|
2024
Q1 | $223K | Sell |
1,309
-33,587
| -96% | -$5.73M | 0.02% | 335 |
|
|
2023
Q4 | $4.54M | Sell |
34,896
-419
| -1% | -$54.5K | 0.47% | 64 |
|
|
2023
Q3 | $5M | Buy |
35,315
+365
| +1% | +$51.7K | 0.57% | 47 |
|
|
2023
Q2 | $4.1M | Sell |
34,950
-520
| -1% | -$61K | 0.47% | 71 |
|
|
2023
Q1 | $4.95M | Sell |
35,470
-18,256
| -34% | -$2.55M | 0.6% | 39 |
|
|
2022
Q4 | $6.82M | Sell |
53,726
-400
| -0.7% | -$50.7K | 0.9% | 26 |
|
|
2022
Q3 | $5.78M | Buy |
54,126
+269
| +0.5% | +$28.7K | 0.85% | 27 |
|
|
2022
Q2 | $5.72M | Sell |
53,857
-1,430
| -3% | -$152K | 0.84% | 29 |
|
|
2022
Q1 | $5.61M | Buy |
+55,287
| New | +$5.61M | 0.71% | 30 |
|