CWM
Chesapeake Wealth Management’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $638K | Sell |
4,748
-45
| -0.9% | -$6.05K | 0.21% | 100 |
|
|
2025
Q1 | $633K | Sell |
4,793
-259
| -5% | -$34.2K | 0.23% | 99 |
|
|
2024
Q4 | $619K | Sell |
5,052
-400
| -7% | -$49K | 0.21% | 97 |
|
|
2024
Q3 | $736K | Sell |
5,452
-3
| -0.1% | -$405 | 0.25% | 86 |
|
|
2024
Q2 | $855K | Sell |
5,455
-263
| -5% | -$41.2K | 0.31% | 78 |
|
|
2024
Q1 | $976K | Sell |
5,718
-182
| -3% | -$31.1K | 0.36% | 77 |
|
|
2023
Q4 | $767K | Sell |
5,900
-15
| -0.3% | -$1.95K | 0.3% | 83 |
|
|
2023
Q3 | $838K | Sell |
5,915
-199
| -3% | -$28.2K | 0.35% | 78 |
|
|
2023
Q2 | $717K | Sell |
6,114
-70
| -1% | -$8.21K | 0.28% | 84 |
|
|
2023
Q1 | $863K | Sell |
6,184
-45
| -0.7% | -$6.28K | 0.36% | 77 |
|
|
2022
Q4 | $790K | Sell |
6,229
-54
| -0.9% | -$6.85K | 0.35% | 83 |
|
|
2022
Q3 | $671K | Sell |
6,283
-130
| -2% | -$13.9K | 0.31% | 81 |
|
|
2022
Q2 | $681K | Sell |
6,413
-196
| -3% | -$20.8K | 0.29% | 87 |
|
|
2022
Q1 | $671K | Sell |
6,609
-129
| -2% | -$13.1K | 0.24% | 101 |
|
|
2021
Q4 | $506K | Sell |
6,738
-500
| -7% | -$37.5K | 0.17% | 121 |
|
|
2021
Q3 | $511K | Sell |
7,238
-622
| -8% | -$43.9K | 0.18% | 118 |
|
|
2021
Q2 | $614K | Sell |
7,860
-378
| -5% | -$29.5K | 0.2% | 111 |
|
|
2021
Q1 | $590K | Sell |
8,238
-392
| -5% | -$28.1K | 0.2% | 114 |
|
|
2020
Q4 | $488K | Sell |
8,630
-658
| -7% | -$37.2K | 0.17% | 129 |
|
|
2020
Q3 | $402K | Buy |
9,288
+92
| +1% | +$3.98K | 0.15% | 139 |
|
|
2020
Q2 | $540K | Sell |
9,196
-160
| -2% | -$9.4K | 0.21% | 106 |
|
|
2020
Q1 | $425K | Sell |
9,356
-160
| -2% | -$7.27K | 0.2% | 108 |
|
|
2019
Q4 | $891K | Sell |
9,516
-1,223
| -11% | -$115K | 0.34% | 88 |
|
|
2019
Q3 | $916K | Sell |
10,739
-1,265
| -11% | -$108K | 0.37% | 88 |
|
|
2019
Q2 | $1.03M | Sell |
12,004
-1,049
| -8% | -$89.8K | 0.43% | 75 |
|
|
2019
Q1 | $1.11M | Sell |
13,053
-1,237
| -9% | -$105K | 0.49% | 57 |
|
|
2018
Q4 | $1.07M | Sell |
14,290
-622
| -4% | -$46.6K | 0.53% | 50 |
|
|
2018
Q3 | $1.7M | Sell |
14,912
-355
| -2% | -$40.4K | 0.75% | 33 |
|
|
2018
Q2 | $1.69M | Sell |
15,267
-1,289
| -8% | -$143K | 0.78% | 28 |
|
|
2018
Q1 | $1.54M | Buy |
+16,556
| New | +$1.54M | 0.71% | 41 |
|