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 |
|