Burkett Financial Services’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 | $82K | Buy |
610
+5
| +0.8% | +$672 | 0.03% | 78 |
|
2025
Q1 | $79.9K | Buy |
605
+5
| +0.8% | +$660 | 0.03% | 74 |
|
2024
Q4 | $73.5K | Buy |
600
+6
| +1% | +$735 | 0.03% | 71 |
|
2024
Q3 | $80.2K | Buy |
594
+4
| +0.7% | +$540 | 0.03% | 65 |
|
2024
Q2 | $92.5K | Buy |
590
+4
| +0.7% | +$627 | 0.05% | 58 |
|
2024
Q1 | $100K | Buy |
586
+4
| +0.7% | +$683 | 0.05% | 59 |
|
2023
Q4 | $75.6K | Buy |
+582
| New | +$75.6K | 0.04% | 69 |
|