CWM
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Centric Wealth Management’s Valero Energy VLO Stock Holding History

Centric Wealth Management’s Portfolio VLO Stock Details VLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$688K Sell
2,734
-68
-2% -$14K 0.14% 108
2025
Q4 		$505K Buy
+2,802
New +$475K 0.11% 126
2024
Q4 		– Sell
-16,114
Closed -$2.24M – 187
2024
Q3 		$2.24M Buy
16,114
+585
+4% +$84.9K 0.59% 58
2024
Q2 		$2.47M Buy
15,529
+748
+5% +$121K 0.71% 44
2024
Q1 		$2.36M Buy
14,781
+1,022
+7% +$146K 0.75% 42
2023
Q4 		$1.93M Buy
13,759
+1,431
+12% +$182K 0.64% 48
2023
Q3 		$1.75M Buy
+12,328
New +$1.61M 0.73% 39
2023
Q1 		– Sell
-1,626
Closed -$206K – 112
2022
Q4 		$206K Buy
+1,626
New +$204K 0.1% 96

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