Briaud Financial Planning’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 | $22K | Hold |
166
| – | – | 0.01% | 163 |
|
|
2025
Q1 | $21K | Hold |
166
| – | – | 0.01% | 122 |
|
|
2024
Q4 | $20K | Hold |
166
| – | – | 0.01% | 124 |
|
|
2024
Q3 | $22K | Hold |
166
| – | – | 0.01% | 92 |
|
|
2024
Q2 | $26K | Hold |
166
| – | – | 0.02% | 83 |
|
|
2024
Q1 | $29K | Buy |
+166
| New | +$29K | 0.02% | 75 |
|
|
2023
Q4 | – | Sell |
-166
| Closed | -$23K | – | 160 |
|
|
2023
Q3 | $23K | Buy |
+166
| New | +$23K | 0.02% | 82 |
|