Carolinas Wealth Consulting’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
Sell
-792
Closed -$105K 920
2025
Q1
$105K Buy
792
+11
+1% +$1.45K 0.02% 237
2024
Q4
$95.7K Buy
781
+19
+2% +$2.33K 0.02% 256
2024
Q3
$103K Sell
762
-58
-7% -$7.83K 0.02% 255
2024
Q2
$128K Buy
820
+8
+1% +$1.25K 0.02% 223
2024
Q1
$139K Sell
812
-11
-1% -$1.88K 0.03% 221
2023
Q4
$107K Sell
823
-150
-15% -$19.5K 0.02% 225
2023
Q3
$124K Sell
973
-256
-21% -$32.5K 0.03% 197
2023
Q2
$144K Sell
1,229
-46
-4% -$5.4K 0.03% 212
2023
Q1
$178K Sell
1,275
-135
-10% -$18.8K 0.04% 181
2022
Q4
$179K Buy
1,410
+73
+5% +$9.26K 0.04% 173
2022
Q3
$143K Sell
1,337
-13
-1% -$1.39K 0.04% 188
2022
Q2
$144K Buy
1,350
+206
+18% +$22K 0.04% 196
2022
Q1
$116K Buy
1,144
+9
+0.8% +$913 0.03% 239
2021
Q4
$85K Buy
1,135
+11
+1% +$824 0.02% 283
2021
Q3
$79K Buy
1,124
+212
+23% +$14.9K 0.02% 271
2021
Q2
$71K Buy
912
+10
+1% +$779 0.02% 312
2021
Q1
$65K Buy
902
+9
+1% +$649 0.02% 323
2020
Q4
$50K Buy
893
+103
+13% +$5.77K 0.01% 340
2020
Q3
$34K Buy
790
+779
+7,082% +$33.5K 0.01% 337
2020
Q2
$1K Buy
+11
New +$1K ﹤0.01% 623