Capital Analysts LLC’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
$380K Sell
2,822
-16
-0.6% -$2.16K 0.01% 425
2025
Q1
$375K Sell
2,838
-65
-2% -$8.59K 0.01% 415
2024
Q4
$356K Sell
2,903
-24
-0.8% -$2.94K 0.01% 381
2024
Q3
$395K Buy
2,927
+1,794
+158% +$242K 0.02% 361
2024
Q2
$178K Sell
1,133
-406
-26% -$63.8K 0.01% 472
2024
Q1
$263K Sell
1,539
-156
-9% -$26.7K 0.01% 397
2023
Q4
$220K Buy
1,695
+61
+4% +$7.92K 0.01% 404
2023
Q3
$231K Buy
1,634
+105
+7% +$14.8K 0.01% 381
2023
Q2
$179K Sell
1,529
-14
-0.9% -$1.64K 0.01% 385
2023
Q1
$216K Buy
1,543
+184
+14% +$25.8K 0.01% 370
2022
Q4
$172K Buy
1,359
+197
+17% +$24.9K 0.01% 415
2022
Q3
$125K Buy
1,162
+28
+2% +$3.01K 0.01% 413
2022
Q2
$121K Buy
1,134
+171
+18% +$18.2K 0.01% 402
2022
Q1
$97K Sell
963
-10
-1% -$1.01K 0.01% 436
2021
Q4
$73K Buy
973
+289
+42% +$21.7K ﹤0.01% 509
2021
Q3
$48K Buy
684
+150
+28% +$10.5K ﹤0.01% 580
2021
Q2
$41K Buy
534
+266
+99% +$20.4K ﹤0.01% 585
2021
Q1
$19K Buy
268
+31
+13% +$2.2K ﹤0.01% 725
2020
Q4
$13K Hold
237
﹤0.01% 551
2020
Q3
$10K Hold
237
﹤0.01% 590
2020
Q2
$14K Hold
237
﹤0.01% 514
2020
Q1
$11K Sell
237
-22
-8% -$1.02K ﹤0.01% 508
2019
Q4
$24K Buy
259
+22
+9% +$2.04K ﹤0.01% 480
2019
Q3
$20K Hold
237
﹤0.01% 474
2019
Q2
$20K Hold
237
﹤0.01% 462
2019
Q1
$20K Buy
+237
New +$20K ﹤0.01% 437
2017
Q4
Sell
-155
Closed -$12K 480
2017
Q3
$12K Buy
+155
New +$12K ﹤0.01% 374
2014
Q4
Sell
-5,924
Closed -$274K 409
2014
Q3
$274K Buy
5,924
+941
+19% +$43.5K 0.06% 146
2014
Q2
$250K Buy
4,983
+1,260
+34% +$63.1K 0.06% 151
2014
Q1
$198K Sell
3,723
-361
-9% -$19.2K 0.05% 145
2013
Q4
$206K Buy
4,084
+478
+13% +$24.1K 0.06% 129
2013
Q3
$123K Buy
3,606
+580
+19% +$19.8K 0.04% 161
2013
Q2
$105K Buy
+3,026
New +$105K 0.03% 164