Brighton Jones LLC’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 | $719K | Buy |
5,346
+2,575
| +93% | +$346K | 0.02% | 412 |
|
|
2025
Q1 | $366K | Buy |
2,771
+443
| +19% | +$58.5K | 0.01% | 473 |
|
|
2024
Q4 | $285K | Buy |
2,328
+61
| +3% | +$7.48K | 0.01% | 533 |
|
|
2024
Q3 | $306K | Sell |
2,267
-173
| -7% | -$23.4K | 0.01% | 425 |
|
|
2024
Q2 | $383K | Buy |
2,440
+184
| +8% | +$28.8K | 0.01% | 407 |
|
|
2024
Q1 | $385K | Buy |
+2,256
| New | +$385K | 0.01% | 405 |
|
|
2023
Q3 | – | Sell |
-1,928
| Closed | -$226K | – | 574 |
|
|
2023
Q2 | $226K | Sell |
1,928
-214
| -10% | -$25.1K | 0.01% | 471 |
|
|
2023
Q1 | $299K | Buy |
2,142
+9
| +0.4% | +$1.26K | 0.02% | 378 |
|
|
2022
Q4 | $271K | Sell |
2,133
-1,157
| -35% | -$147K | 0.02% | 359 |
|
|
2022
Q3 | $352K | Sell |
3,290
-253
| -7% | -$27.1K | 0.02% | 303 |
|
|
2022
Q2 | $377K | Buy |
3,543
+512
| +17% | +$54.5K | 0.02% | 298 |
|
|
2022
Q1 | $308K | Buy |
3,031
+107
| +4% | +$10.9K | 0.01% | 357 |
|
|
2021
Q4 | $220K | Sell |
2,924
-25
| -0.8% | -$1.88K | 0.01% | 470 |
|
|
2021
Q3 | $208K | Sell |
2,949
-18
| -0.6% | -$1.27K | 0.01% | 453 |
|
|
2021
Q2 | $232K | Sell |
2,967
-895
| -23% | -$70K | 0.01% | 420 |
|
|
2021
Q1 | $277K | Buy |
3,862
+136
| +4% | +$9.76K | 0.02% | 329 |
|
|
2020
Q4 | $211K | Sell |
3,726
-1,486
| -29% | -$84.2K | 0.01% | 364 |
|
|
2020
Q3 | $226K | Buy |
+5,212
| New | +$226K | 0.02% | 294 |
|
|
2020
Q1 | – | Sell |
-2,899
| Closed | -$271K | – | 321 |
|
|
2019
Q4 | $271K | Buy |
+2,899
| New | +$271K | 0.03% | 264 |
|
|
2019
Q3 | – | Sell |
-3,095
| Closed | -$265K | – | 321 |
|
|
2019
Q2 | $265K | Sell |
3,095
-5
| -0.2% | -$428 | 0.03% | 244 |
|
|
2019
Q1 | $263K | Buy |
+3,100
| New | +$263K | 0.03% | 247 |
|
|
2018
Q4 | – | Sell |
-1,808
| Closed | -$206K | – | 287 |
|
|
2018
Q3 | $206K | Buy |
1,808
+3
| +0.2% | +$342 | 0.03% | 267 |
|
|
2018
Q2 | $200K | Buy |
+1,805
| New | +$200K | 0.03% | 287 |
|
|
2016
Q2 | – | Sell |
-3,400
| Closed | -$218K | – | 213 |
|
|
2016
Q1 | $218K | Sell |
3,400
-974
| -22% | -$62.5K | 0.04% | 189 |
|
|
2015
Q4 | $309K | Buy |
4,374
+402
| +10% | +$28.4K | 0.06% | 146 |
|
|
2015
Q3 | $239K | Sell |
3,972
-166
| -4% | -$9.99K | 0.05% | 165 |
|
|
2015
Q2 | $259K | Sell |
4,138
-200
| -5% | -$12.5K | 0.06% | 151 |
|
|
2015
Q1 | $276K | Buy |
+4,338
| New | +$276K | 0.06% | 149 |
|