Capital Planning Advisors’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 | $1.01M | Sell |
7,500
-1,244
| -14% | -$167K | 0.15% | 78 |
|
|
2025
Q1 | $1.15M | Sell |
8,744
-782
| -8% | -$103K | 0.18% | 73 |
|
|
2024
Q4 | $1.17M | Buy |
9,526
+114
| +1% | +$14K | 0.18% | 76 |
|
|
2024
Q3 | $1.27M | Sell |
9,412
-947
| -9% | -$128K | 0.19% | 66 |
|
|
2024
Q2 | $1.62M | Buy |
10,359
+828
| +9% | +$130K | 0.28% | 64 |
|
|
2024
Q1 | $1.63M | Buy |
9,531
+714
| +8% | +$122K | 0.29% | 63 |
|
|
2023
Q4 | $1.15M | Sell |
8,817
-765
| -8% | -$99.5K | 0.22% | 70 |
|
|
2023
Q3 | $1.36M | Buy |
9,582
+190
| +2% | +$26.9K | 0.28% | 59 |
|
|
2023
Q2 | $1.1M | Sell |
9,392
-4,371
| -32% | -$513K | 0.22% | 64 |
|
|
2023
Q1 | $1.92M | Sell |
13,763
-1,269
| -8% | -$177K | 0.41% | 56 |
|
|
2022
Q4 | $1.91M | Sell |
15,032
-5,907
| -28% | -$749K | 0.45% | 51 |
|
|
2022
Q3 | $2.24M | Sell |
20,939
-3,574
| -15% | -$382K | 0.6% | 44 |
|
|
2022
Q2 | $2.61M | Sell |
24,513
-2,980
| -11% | -$317K | 0.69% | 39 |
|
|
2022
Q1 | $2.79M | Buy |
27,493
+864
| +3% | +$87.7K | 0.6% | 43 |
|
|
2021
Q4 | $2M | Buy |
26,629
+730
| +3% | +$54.8K | 0.38% | 66 |
|
|
2021
Q3 | $1.83M | Buy |
25,899
+31
| +0.1% | +$2.19K | 0.38% | 66 |
|
|
2021
Q2 | $2.02M | Buy |
+25,868
| New | +$2.02M | 0.41% | 62 |
|