Carson Wealth (CWM 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 | $5.78M | Buy |
42,999
+3,354
| +8% | +$451K | 0.02% | 545 |
|
|
2025
Q1 | $5.24M | Buy |
39,645
+15,063
| +61% | +$1.99M | 0.02% | 519 |
|
|
2024
Q4 | $3.01M | Buy |
24,582
+10,200
| +71% | +$1.25M | 0.01% | 628 |
|
|
2024
Q3 | $1.94M | Sell |
14,382
-3,813
| -21% | -$515K | 0.01% | 711 |
|
|
2024
Q2 | $2.85M | Buy |
18,195
+3,144
| +21% | +$493K | 0.01% | 548 |
|
|
2024
Q1 | $2.57M | Buy |
15,051
+2,608
| +21% | +$445K | 0.01% | 555 |
|
|
2023
Q4 | $1.62M | Buy |
12,443
+774
| +7% | +$101K | 0.01% | 629 |
|
|
2023
Q3 | $1.65M | Buy |
11,669
+1,610
| +16% | +$228K | 0.01% | 591 |
|
|
2023
Q2 | $1.18M | Buy |
10,059
+1,087
| +12% | +$128K | 0.01% | 653 |
|
|
2023
Q1 | $1.25M | Buy |
8,972
+844
| +10% | +$118K | 0.01% | 591 |
|
|
2022
Q4 | $1.03M | Buy |
8,128
+635
| +8% | +$80.5K | 0.01% | 604 |
|
|
2022
Q3 | $801K | Sell |
7,493
-171
| -2% | -$18.3K | 0.01% | 610 |
|
|
2022
Q2 | $815K | Buy |
7,664
+1,780
| +30% | +$189K | 0.01% | 608 |
|
|
2022
Q1 | $598K | Buy |
5,884
+1,035
| +21% | +$105K | ﹤0.01% | 675 |
|
|
2021
Q4 | $364K | Buy |
+4,849
| New | +$364K | ﹤0.01% | 814 |
|
|
2021
Q2 | $377K | Hold |
4,834
| – | – | ﹤0.01% | 731 |
|
|
2021
Q1 | $377K | Hold |
4,834
| – | – | ﹤0.01% | 731 |
|
|
2020
Q4 | $377K | Hold |
4,834
| – | – | ﹤0.01% | 731 |
|
|
2020
Q3 | $377K | Hold |
4,834
| – | – | ﹤0.01% | 731 |
|
|
2020
Q2 | $377K | Hold |
4,834
| – | – | ﹤0.01% | 731 |
|
|
2020
Q1 | $377K | Hold |
4,834
| – | – | ﹤0.01% | 731 |
|
|
2019
Q4 | $377K | Hold |
4,834
| – | – | ﹤0.01% | 731 |
|
|
2019
Q3 | $377K | Hold |
4,834
| – | – | ﹤0.01% | 731 |
|
|
2019
Q2 | $377K | Hold |
4,834
| – | – | ﹤0.01% | 731 |
|
|
2019
Q1 | $377K | Buy |
4,834
+3,228
| +201% | +$252K | ﹤0.01% | 731 |
|
|
2018
Q4 | $120K | Buy |
1,606
+209
| +15% | +$15.6K | ﹤0.01% | 693 |
|
|
2018
Q3 | $159K | Buy |
1,397
+368
| +36% | +$41.9K | ﹤0.01% | 551 |
|
|
2018
Q2 | $114K | Buy |
1,029
+111
| +12% | +$12.3K | ﹤0.01% | 501 |
|
|
2018
Q1 | $85K | Buy |
918
+68
| +8% | +$6.3K | ﹤0.01% | 473 |
|
|
2017
Q4 | $78K | Sell |
850
-81
| -9% | -$7.43K | ﹤0.01% | 453 |
|
|
2017
Q3 | $72K | Sell |
931
-415
| -31% | -$32.1K | ﹤0.01% | 457 |
|
|
2017
Q2 | $91K | Buy |
1,346
+502
| +59% | +$33.9K | ﹤0.01% | 392 |
|
|
2017
Q1 | $56K | Sell |
844
-546
| -39% | -$36.2K | ﹤0.01% | 439 |
|
|
2016
Q4 | $95K | Buy |
1,390
+35
| +3% | +$2.39K | 0.01% | 356 |
|
|
2016
Q3 | $72K | Buy |
1,355
+500
| +58% | +$26.6K | 0.01% | 375 |
|
|
2016
Q2 | $44K | Hold |
855
| – | – | ﹤0.01% | 385 |
|
|
2016
Q1 | $55K | Buy |
855
+200
| +31% | +$12.9K | ﹤0.01% | 332 |
|
|
2015
Q4 | $46K | Sell |
655
-400
| -38% | -$28.1K | ﹤0.01% | 324 |
|
|
2015
Q3 | $63K | Buy |
+1,055
| New | +$63K | 0.01% | 266 |
|
|
2014
Q1 | – | Sell |
-960
| Closed | -$49K | – | 434 |
|
|
2013
Q4 | $49K | Buy |
960
+403
| +72% | +$20.6K | 0.01% | 245 |
|
|
2013
Q3 | $19K | Buy |
+557
| New | +$19K | 0.01% | 276 |
|