Beta Wealth Group’s Valero Energy VLO Stock Holding History

Beta Wealth Group’s Portfolio VLO Stock Details VLO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$328K	Buy
2025 Q3	$325K	Sell
2025 Q2	$580K	Buy
2025 Q1	$464K	Buy
2024 Q4	$430K	Buy
2024 Q3	$460K	Buy
2024 Q2	$282K	Sell
2024 Q1	$734K	Buy
2023 Q4	$468K	Buy