Center for Financial Planning’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 | $15.1K | Sell |
112
-32
| -22% | -$4.3K | ﹤0.01% | 425 |
|
|
2025
Q1 | $19K | Hold |
144
| – | – | ﹤0.01% | 397 |
|
|
2024
Q4 | $17.7K | Hold |
144
| – | – | ﹤0.01% | 360 |
|
|
2024
Q3 | $19.4K | Hold |
144
| – | – | ﹤0.01% | 341 |
|
|
2024
Q2 | $22.6K | Hold |
144
| – | – | ﹤0.01% | 313 |
|
|
2024
Q1 | $24.6K | Buy |
144
+108
| +300% | +$18.4K | ﹤0.01% | 305 |
|
|
2023
Q4 | $4.68K | Hold |
36
| – | – | ﹤0.01% | 426 |
|
|
2023
Q3 | $5.1K | Hold |
36
| – | – | ﹤0.01% | 418 |
|
|
2023
Q2 | $4.22K | Hold |
36
| – | – | ﹤0.01% | 455 |
|
|
2023
Q1 | $5.03K | Buy |
+36
| New | +$5.03K | ﹤0.01% | 416 |
|
|
2021
Q1 | – | Sell |
-38
| Closed | -$2K | – | 540 |
|
|
2020
Q4 | $2K | Hold |
38
| – | – | ﹤0.01% | 443 |
|
|
2020
Q3 | $2K | Hold |
38
| – | – | ﹤0.01% | 413 |
|
|
2020
Q2 | $2K | Hold |
38
| – | – | ﹤0.01% | 419 |
|
|
2020
Q1 | $2K | Hold |
38
| – | – | ﹤0.01% | 514 |
|
|
2019
Q4 | $4K | Buy |
+38
| New | +$4K | ﹤0.01% | 391 |
|