Cape Investment Advisory’s Valero Energy VLO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.29K Sell
2025
Q1
$2.38K Hold
2024
Q4
$2.21K Buy
2024
Q3
$1.62K Hold
2024
Q2
$1.88K Sell
2024
Q1
$31.2K Hold
2023
Q4
$23.8K Hold
2023
Q3
$25.9K Hold
2023
Q2
$21.5K Hold
2023
Q1
$25.5K Buy