Bourgeon Capital Management’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,825
| Closed | -$185K | – | 312 |
|
|
2022
Q1 | $185K | Sell |
1,825
-69,535
| -97% | -$7.05M | 0.04% | 96 |
|
|
2021
Q4 | $5.36M | Sell |
71,360
-72,725
| -50% | -$5.46M | 1.1% | 34 |
|
|
2021
Q3 | $10.2M | Sell |
144,085
-6,383
| -4% | -$450K | 2.17% | 19 |
|
|
2021
Q2 | $11.7M | Buy |
150,468
+515
| +0.3% | +$40.2K | 2.53% | 14 |
|
|
2021
Q1 | $10.7M | Sell |
149,953
-1,740
| -1% | -$125K | 2.38% | 16 |
|
|
2020
Q4 | $8.58M | Buy |
+151,693
| New | +$8.58M | 2.12% | 19 |
|