Catalyst Financial Partners’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
$315K Buy
2,340
+2
+0.1% +$269 0.03% 226
2025
Q1
$309K Buy
2,338
+34
+1% +$4.49K 0.06% 214
2024
Q4
$282K Buy
2,304
+40
+2% +$4.9K 0.05% 215
2024
Q3
$306K Hold
2,264
0.06% 199
2024
Q2
$355K Buy
2,264
+63
+3% +$9.88K 0.08% 163
2024
Q1
$368K Buy
2,201
+125
+6% +$20.9K 0.09% 143
2023
Q4
$270K Buy
2,076
+87
+4% +$11.3K 0.08% 175
2023
Q3
$282K Buy
1,989
+188
+10% +$26.6K 0.09% 163
2023
Q2
$211K Buy
1,801
+65
+4% +$7.62K 0.08% 185
2023
Q1
$242K Buy
1,736
+149
+9% +$20.8K 0.1% 152
2022
Q4
$201K Buy
+1,587
New +$201K 0.1% 157