Capital Advisors Ltd’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 | $5K | Buy |
35
+19
| +119% | +$2.71K | ﹤0.01% | 940 |
|
|
2025
Q1 | $2K | Buy |
16
+1
| +7% | +$125 | ﹤0.01% | 1099 |
|
|
2024
Q4 | $2K | Sell |
15
-50
| -77% | -$6.67K | ﹤0.01% | 1120 |
|
|
2024
Q3 | $9K | Sell |
65
-23
| -26% | -$3.19K | ﹤0.01% | 805 |
|
|
2024
Q2 | $14K | Buy |
88
+65
| +283% | +$10.3K | ﹤0.01% | 682 |
|
|
2024
Q1 | $4K | Buy |
23
+10
| +77% | +$1.74K | ﹤0.01% | 943 |
|
|
2023
Q4 | $2K | Hold |
13
| – | – | ﹤0.01% | 1059 |
|
|
2023
Q3 | $2K | Hold |
13
| – | – | ﹤0.01% | 1050 |
|
|
2023
Q2 | $2K | Hold |
13
| – | – | ﹤0.01% | 1056 |
|
|
2023
Q1 | $2K | Sell |
13
-1,267
| -99% | -$195K | ﹤0.01% | 950 |
|
|
2022
Q4 | $162K | Sell |
1,280
-1
| -0.1% | -$127 | 0.03% | 258 |
|
|
2022
Q3 | $137K | Buy |
1,281
+19
| +2% | +$2.03K | 0.03% | 275 |
|
|
2022
Q2 | $134K | Buy |
1,262
+1
| +0.1% | +$106 | 0.03% | 282 |
|
|
2022
Q1 | $128K | Hold |
1,261
| – | – | 0.02% | 294 |
|
|
2021
Q4 | $95K | Buy |
1,261
+11
| +0.9% | +$829 | 0.02% | 310 |
|
|
2021
Q3 | $88K | Hold |
1,250
| – | – | 0.02% | 288 |
|
|
2021
Q2 | $98K | Buy |
+1,250
| New | +$98K | 0.02% | 267 |
|