Cary Street Partners Investment Advisory’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 | $46.1K | Sell |
343
-50
| -13% | -$6.72K | 0.02% | 406 |
|
|
2025
Q1 | $51.9K | Buy |
393
+184
| +88% | +$24.3K | 0.03% | 361 |
|
|
2024
Q4 | $25.6K | Sell |
209
-1,457
| -87% | -$179K | 0.02% | 392 |
|
|
2024
Q3 | $225K | Buy |
+1,666
| New | +$225K | 0.01% | 700 |
|
|
2023
Q4 | – | Sell |
-300
| Closed | -$42.5K | – | 1754 |
|
|
2023
Q3 | $42.5K | Buy |
300
+46
| +18% | +$6.52K | ﹤0.01% | 909 |
|
|
2023
Q2 | $29.8K | Sell |
254
-57
| -18% | -$6.69K | ﹤0.01% | 943 |
|
|
2023
Q1 | $43.4K | Hold |
311
| – | – | ﹤0.01% | 778 |
|
|
2022
Q4 | $39.5K | Buy |
+311
| New | +$39.5K | ﹤0.01% | 804 |
|
|
2020
Q4 | – | Sell |
-250
| Closed | -$11K | – | 853 |
|
|
2020
Q3 | $11K | Buy |
+250
| New | +$11K | ﹤0.01% | 753 |
|