Cape Investment Advisory’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 | $2.29K | Sell |
17
-1
| -6% | -$134 | ﹤0.01% | 918 |
|
|
2025
Q1 | $2.38K | Hold |
18
| – | – | ﹤0.01% | 870 |
|
|
2024
Q4 | $2.21K | Buy |
18
+6
| +50% | +$736 | ﹤0.01% | 865 |
|
|
2024
Q3 | $1.62K | Hold |
12
| – | – | ﹤0.01% | 846 |
|
|
2024
Q2 | $1.88K | Sell |
12
-171
| -93% | -$26.8K | ﹤0.01% | 792 |
|
|
2024
Q1 | $31.2K | Hold |
183
| – | – | 0.01% | 372 |
|
|
2023
Q4 | $23.8K | Hold |
183
| – | – | 0.01% | 499 |
|
|
2023
Q3 | $25.9K | Hold |
183
| – | – | 0.01% | 402 |
|
|
2023
Q2 | $21.5K | Hold |
183
| – | – | 0.01% | 426 |
|
|
2023
Q1 | $25.5K | Buy |
+183
| New | +$25.5K | 0.02% | 385 |
|