Caldwell Trust’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Sell |
12,394
-1,969
|
|
||||
|
2025
Q1 | $1.9M | Sell |
14,363
-175
|
|
||||
|
2024
Q4 | $1.78M | Sell |
14,538
-209
|
|
||||
|
2024
Q3 | $1.99M | Sell |
14,747
-534
|
|
||||
|
2024
Q2 | $2.4M | Sell |
15,281
-282
|
|
||||
|
2024
Q1 | $2.66M | Sell |
15,563
-599
|
|
||||
|
2023
Q4 | $2.1M | Sell |
16,162
-331
|
|
||||
|
2023
Q3 | $2.34M | Sell |
16,493
-380
|
|
||||
|
2023
Q2 | $1.98M | Sell |
16,873
-582
|
|
||||
|
2023
Q1 | $2.44M | Buy |
17,455
+4
|
|
||||
|
2022
Q4 | $2.21M | Buy |
17,451
+1,178
|
|
||||
|
2022
Q3 | $1.74M | Buy |
16,273
+1,366
|
|
||||
|
2022
Q2 | $1.58M | Buy |
14,907
+32
|
|
||||
|
2022
Q1 | $1.51M | Buy |
14,875
+101
|
|
||||
|
2021
Q4 | $1.11M | Sell |
14,774
-695
|
|
||||
|
2021
Q3 | $1.09M | Buy |
15,469
+1,257
|
|
||||
|
2021
Q2 | $1.11M | Sell |
14,212
-265
|
|
||||
|
2021
Q1 | $1.04M | Sell |
14,477
-565
|
|
||||
|
2020
Q4 | $851K | Sell |
15,042
-5,752
|
|
||||
|
2020
Q3 | $901K | Sell |
20,794
-5,704
|
|
||||
|
2020
Q2 | $1.56M | Sell |
26,498
-2,932
|
|
||||
|
2020
Q1 | $1.33M | Sell |
29,430
-1,760
|
|
||||
|
2019
Q4 | $2.92M | Buy |
+31,190
|
|