Checchi Capital Advisers’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 | $691K | Sell |
5,142
-872
| -14% | -$117K | 0.04% | 273 |
|
|
2025
Q1 | $794K | Buy |
6,014
+281
| +5% | +$37.1K | 0.04% | 246 |
|
|
2024
Q4 | $703K | Buy |
5,733
+164
| +3% | +$20.1K | 0.04% | 251 |
|
|
2024
Q3 | $752K | Sell |
5,569
-210
| -4% | -$28.4K | 0.04% | 237 |
|
|
2024
Q2 | $906K | Buy |
5,779
+28
| +0.5% | +$4.39K | 0.05% | 201 |
|
|
2024
Q1 | $982K | Sell |
5,751
-55
| -0.9% | -$9.39K | 0.08% | 199 |
|
|
2023
Q4 | $755K | Buy |
5,806
+121
| +2% | +$15.7K | 0.06% | 225 |
|
|
2023
Q3 | $806K | Sell |
5,685
-562
| -9% | -$79.6K | 0.07% | 201 |
|
|
2023
Q2 | $733K | Buy |
6,247
+254
| +4% | +$29.8K | 0.07% | 218 |
|
|
2023
Q1 | $837K | Buy |
5,993
+250
| +4% | +$34.9K | 0.08% | 191 |
|
|
2022
Q4 | $729K | Sell |
5,743
-110
| -2% | -$14K | 0.08% | 203 |
|
|
2022
Q3 | $625K | Buy |
5,853
+53
| +0.9% | +$5.66K | 0.06% | 216 |
|
|
2022
Q2 | $642K | Sell |
5,800
-1,721
| -23% | -$190K | 0.06% | 239 |
|
|
2022
Q1 | $764K | Buy |
7,521
+3,507
| +87% | +$356K | 0.07% | 189 |
|
|
2021
Q4 | $302K | Buy |
4,014
+188
| +5% | +$14.1K | 0.03% | 379 |
|
|
2021
Q3 | $270K | Buy |
3,826
+19
| +0.5% | +$1.34K | 0.03% | 393 |
|
|
2021
Q2 | $297K | Sell |
3,807
-135
| -3% | -$10.5K | 0.03% | 366 |
|
|
2021
Q1 | $282K | Sell |
3,942
-19
| -0.5% | -$1.36K | 0.03% | 376 |
|
|
2020
Q4 | $224K | Buy |
+3,961
| New | +$224K | 0.02% | 420 |
|
|
2020
Q3 | – | Sell |
-3,422
| Closed | -$201K | – | 473 |
|
|
2020
Q2 | $201K | Buy |
+3,422
| New | +$201K | 0.02% | 406 |
|
|
2020
Q1 | – | Sell |
-3,900
| Closed | -$365K | – | 455 |
|
|
2019
Q4 | $365K | Buy |
3,900
+76
| +2% | +$7.11K | 0.05% | 250 |
|
|
2019
Q3 | $326K | Sell |
3,824
-137
| -3% | -$11.7K | 0.04% | 269 |
|
|
2019
Q2 | $339K | Sell |
3,961
-154
| -4% | -$13.2K | 0.04% | 266 |
|
|
2019
Q1 | $349K | Sell |
4,115
-135
| -3% | -$11.5K | 0.04% | 247 |
|
|
2018
Q4 | $319K | Sell |
4,250
-481
| -10% | -$36.1K | 0.04% | 239 |
|
|
2018
Q3 | $538K | Buy |
4,731
+379
| +9% | +$43.1K | 0.06% | 188 |
|
|
2018
Q2 | $482K | Buy |
4,352
+44
| +1% | +$4.87K | 0.06% | 193 |
|
|
2018
Q1 | $400K | Buy |
4,308
+97
| +2% | +$9.01K | 0.05% | 221 |
|
|
2017
Q4 | $387K | Sell |
4,211
-7
| -0.2% | -$643 | 0.05% | 242 |
|
|
2017
Q3 | $325K | Buy |
4,218
+261
| +7% | +$20.1K | 0.03% | 245 |
|
|
2017
Q2 | $267K | Sell |
3,957
-188
| -5% | -$12.7K | 0.03% | 294 |
|
|
2017
Q1 | $275K | Sell |
4,145
-243
| -6% | -$16.1K | 0.03% | 297 |
|
|
2016
Q4 | $300K | Buy |
4,388
+161
| +4% | +$11K | 0.04% | 266 |
|
|
2016
Q3 | $224K | Sell |
4,227
-424
| -9% | -$22.5K | 0.03% | 324 |
|
|
2016
Q2 | $237K | Sell |
4,651
-649
| -12% | -$33.1K | 0.03% | 288 |
|
|
2016
Q1 | $340K | Buy |
5,300
+240
| +5% | +$15.4K | 0.08% | 209 |
|
|
2015
Q4 | $358K | Buy |
5,060
+855
| +20% | +$60.5K | 0.09% | 197 |
|
|
2015
Q3 | $253K | Buy |
4,205
+371
| +10% | +$22.3K | 0.07% | 252 |
|
|
2015
Q2 | $240K | Buy |
3,834
+404
| +12% | +$25.3K | 0.06% | 288 |
|
|
2015
Q1 | $218K | Buy |
+3,430
| New | +$218K | 0.06% | 301 |
|