CBIZ Investment Advisory Services’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 | $44.4K | Sell |
330
-25
| -7% | -$3.36K | ﹤0.01% | 146 |
|
|
2025
Q1 | $46.9K | Buy |
355
+8
| +2% | +$1.06K | ﹤0.01% | 119 |
|
|
2024
Q4 | $42.5K | Buy |
347
+15
| +5% | +$1.84K | ﹤0.01% | 121 |
|
|
2024
Q3 | $45K | Sell |
332
-1
| -0.3% | -$135 | ﹤0.01% | 114 |
|
|
2024
Q2 | $52.2K | Hold |
333
| – | – | ﹤0.01% | 102 |
|
|
2024
Q1 | $56.8K | Buy |
+333
| New | +$56.8K | ﹤0.01% | 94 |
|