Bogart Wealth LLC’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $293K | Buy |
1,185
+254
| +27% | +$52.4K | 0.01% | 218 |
|
|
2025
Q4 | $152K | Hold |
931
| – | – | 0.01% | 280 |
|
|
2025
Q3 | $158K | Buy |
931
+4
| +0.4% | +$597 | 0.01% | 272 |
|
|
2025
Q2 | $125K | Buy |
927
+17
| +2% | +$2.12K | 0.01% | 305 |
|
|
2025
Q1 | $120K | Sell |
910
-117
| -11% | -$15.5K | 0.01% | 284 |
|
|
2024
Q4 | $126K | Buy |
1,027
+100
| +11% | +$13.4K | 0.01% | 276 |
|
|
2024
Q3 | $125K | Buy |
927
+19
| +2% | +$2.76K | 0.01% | 281 |
|
|
2024
Q2 | $142K | Buy |
908
+1
| +0.1% | +$161 | 0.01% | 243 |
|
|
2024
Q1 | $155K | Hold |
907
| – | – | 0.01% | 221 |
|
|
2023
Q4 | $118K | Buy |
907
+1
| +0.1% | +$127 | 0.01% | 245 |
|
|
2023
Q3 | $128K | Buy |
906
+1
| +0.1% | +$131 | 0.01% | 222 |
|
|
2023
Q2 | $106K | Buy |
905
+1
| +0.1% | +$116 | 0.01% | 239 |
|
|
2023
Q1 | $126K | Hold |
904
| – | – | 0.01% | 208 |
|
|
2022
Q4 | $115K | Buy |
904
+1
| +0.1% | +$126 | 0.01% | 218 |
|
|
2022
Q3 | $96K | Buy |
903
+1
| +0.1% | +$110 | 0.01% | 226 |
|
|
2022
Q2 | $96K | Buy |
902
+501
| +125% | +$59.3K | 0.01% | 213 |
|
|
2022
Q1 | $41K | Buy |
401
+1
| +0.3% | +$87 | ﹤0.01% | 298 |
|
|
2021
Q4 | $30K | Sell |
400
-26
| -6% | -$1.94K | ﹤0.01% | 321 |
|
|
2021
Q3 | $30K | Buy |
426
+2
| +0.5% | +$133 | ﹤0.01% | 303 |
|
|
2021
Q2 | $33K | Hold |
424
| – | – | ﹤0.01% | 283 |
|
|
2021
Q1 | $30K | Buy |
424
+2
| +0.5% | +$136 | ﹤0.01% | 279 |
|
|
2020
Q4 | $23K | Buy |
422
+28
| +7% | +$1.37K | ﹤0.01% | 255 |
|
|
2020
Q3 | $17K | Buy |
394
+1
| +0.3% | +$52 | ﹤0.01% | 267 |
|
|
2020
Q2 | $23K | Sell |
393
-87
| -18% | -$5.2K | 0.01% | 228 |
|
|
2020
Q1 | $22K | Sell |
480
-2,952
| -86% | -$214K | 0.01% | 215 |
|
|
2019
Q4 | $321K | Sell |
3,432
-1,688
| -33% | -$160K | 0.1% | 98 |
|
|
2019
Q3 | $436K | Sell |
5,120
-426
| -8% | -$34.4K | 0.21% | 67 |
|
|
2019
Q2 | $474K | Buy |
5,546
+4,741
| +589% | +$391K | 0.29% | 65 |
|
|
2019
Q1 | $68K | Hold |
805
| – | – | 0.03% | 126 |
|
|
2018
Q4 | $60K | Hold |
805
| – | – | 0.03% | 127 |
|
|
2018
Q3 | $92K | Buy |
805
+20
| +3% | +$2.27K | 0.05% | 109 |
|
|
2018
Q2 | $87K | Hold |
785
| – | – | 0.05% | 109 |
|
|
2018
Q1 | $75K | Hold |
785
| – | – | 0.04% | 112 |
|
|
2017
Q4 | $72K | Hold |
785
| – | – | 0.05% | 112 |
|
|
2017
Q3 | $61K | Buy |
+785
| New | +$54.1K | 0.05% | 115 |
|
Other funds holding VLO
VCM
VPM
Bogart Wealth LLC's VLO Position: Q1 2026 in Review
Bogart Wealth LLC increased its Valero Energy (VLO) stake by 27% in Q1 2026, buying an estimated $52.4K and bringing the position to 1,185 shares worth $293K. The position accounts for 0.01% of the portfolio, ranked #218.
Bogart Wealth LLC first reported a position in VLO in Q3 2017 and has held it in 35 quarters since. The position peaked at $474K in Q2 2019. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.
- Bogart Wealth LLC held 1,185 shares of Valero Energy worth $293K as of Q1 2026.
- Bogart Wealth LLC bought 254 Valero Energy shares in Q1 2026, an estimated $52.4K.
- Valero Energy made up 0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #218 holding.
- Bogart Wealth LLC first reported a position in Valero Energy in Q3 2017 and has held it in 35 quarters since.
- Bogart Wealth LLC's Valero Energy position peaked at $474K in Q2 2019.
- 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.
Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.