BOK Financial Private Wealth’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7
| Closed | -$859 | – | 667 |
|
|
2024
Q4 | $859 | Buy |
+7
| New | +$859 | ﹤0.01% | 520 |
|
|
2024
Q3 | – | Sell |
-375
| Closed | -$58.8K | – | 554 |
|
|
2024
Q2 | $58.8K | Hold |
375
| – | – | ﹤0.01% | 241 |
|
|
2024
Q1 | $64K | Buy |
+375
| New | +$64K | ﹤0.01% | 237 |
|
|
2023
Q2 | – | Sell |
-10
| Closed | -$1.4K | – | 465 |
|
|
2023
Q1 | $1.4K | Buy |
+10
| New | +$1.4K | ﹤0.01% | 446 |
|