Capital Investment Advisory Services’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 | $211K | Buy |
+1,571
| New | +$211K | 0.02% | 547 |
|
|
2025
Q1 | – | Sell |
-1,881
| Closed | -$231K | – | 1036 |
|
|
2024
Q4 | $231K | Hold |
1,881
| – | – | 0.02% | 463 |
|
|
2024
Q3 | $254K | Sell |
1,881
-270
| -13% | -$36.5K | 0.02% | 449 |
|
|
2024
Q2 | $337K | Buy |
2,151
+200
| +10% | +$31.4K | 0.03% | 369 |
|
|
2024
Q1 | $333K | Sell |
1,951
-975
| -33% | -$166K | 0.04% | 374 |
|
|
2023
Q4 | $380K | Sell |
2,926
-115
| -4% | -$15K | 0.04% | 348 |
|
|
2023
Q3 | $431K | Sell |
3,041
-485
| -14% | -$68.7K | 0.04% | 299 |
|
|
2023
Q2 | $414K | Buy |
3,526
+800
| +29% | +$93.8K | 0.04% | 307 |
|
|
2023
Q1 | $381K | Sell |
2,726
-1,000
| -27% | -$140K | 0.04% | 316 |
|
|
2022
Q4 | $473K | Buy |
3,726
+1,400
| +60% | +$178K | 0.06% | 281 |
|
|
2022
Q3 | $249K | Sell |
2,326
-5
| -0.2% | -$535 | 0.03% | 382 |
|
|
2022
Q2 | $248K | Sell |
2,331
-1,220
| -34% | -$130K | 0.03% | 405 |
|
|
2022
Q1 | $361K | Sell |
3,551
-479
| -12% | -$48.7K | 0.04% | 349 |
|
|
2021
Q4 | $303K | Buy |
4,030
+5
| +0.1% | +$376 | 0.04% | 375 |
|
|
2021
Q3 | $284K | Buy |
4,025
+881
| +28% | +$62.2K | 0.04% | 374 |
|
|
2021
Q2 | $245K | Buy |
+3,144
| New | +$245K | 0.03% | 407 |
|
|
2019
Q4 | – | Sell |
-704
| Closed | -$60K | – | 1237 |
|
|
2019
Q3 | $60K | Hold |
704
| – | – | 0.02% | 518 |
|
|
2019
Q2 | $59K | Sell |
704
-50
| -7% | -$4.19K | 0.02% | 514 |
|
|
2019
Q1 | $64K | Buy |
754
+144
| +24% | +$12.2K | 0.02% | 435 |
|
|
2018
Q4 | $46K | Buy |
+610
| New | +$46K | 0.02% | 474 |
|