Chicago Partners Investment Group’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 | $631K | Buy |
4,274
+291
| +7% | +$42.9K | 0.02% | 508 |
|
|
2025
Q1 | $466K | Sell |
3,983
-195
| -5% | -$22.8K | 0.02% | 545 |
|
|
2024
Q4 | $523K | Buy |
4,178
+458
| +12% | +$57.3K | 0.02% | 493 |
|
|
2024
Q3 | $494K | Buy |
3,720
+44
| +1% | +$5.85K | 0.02% | 493 |
|
|
2024
Q2 | $601K | Buy |
3,676
+204
| +6% | +$33.4K | 0.02% | 423 |
|
|
2024
Q1 | $582K | Sell |
3,472
-37
| -1% | -$6.2K | 0.02% | 409 |
|
|
2023
Q4 | $457K | Buy |
3,509
+12
| +0.3% | +$1.56K | 0.02% | 446 |
|
|
2023
Q3 | $457K | Sell |
3,497
-31
| -0.9% | -$4.05K | 0.02% | 426 |
|
|
2023
Q2 | $446K | Sell |
3,528
-263
| -7% | -$33.2K | 0.02% | 442 |
|
|
2023
Q1 | $455K | Buy |
3,791
+719
| +23% | +$86.3K | 0.03% | 407 |
|
|
2022
Q4 | $413K | Buy |
3,072
+14
| +0.5% | +$1.88K | 0.03% | 421 |
|
|
2022
Q3 | $403K | Buy |
3,058
+498
| +19% | +$65.6K | 0.03% | 381 |
|
|
2022
Q2 | $284K | Buy |
2,560
+106
| +4% | +$11.8K | 0.02% | 453 |
|
|
2022
Q1 | $306K | Buy |
2,454
+74
| +3% | +$9.23K | 0.02% | 416 |
|
|
2021
Q4 | $214K | Buy |
+2,380
| New | +$214K | 0.02% | 509 |
|
|
2019
Q2 | – | Sell |
-2,455
| Closed | -$216K | – | 330 |
|
|
2019
Q1 | $216K | Buy |
+2,455
| New | +$216K | 0.03% | 283 |
|
|
2018
Q4 | – | Sell |
-1,863
| Closed | -$163K | – | 902 |
|
|
2018
Q3 | $163K | Sell |
1,863
-23
| -1% | -$2.01K | 0.02% | 332 |
|
|
2018
Q2 | $209K | Buy |
1,886
+23
| +1% | +$2.55K | 0.03% | 271 |
|
|
2018
Q1 | $173K | Hold |
1,863
| – | – | 0.03% | 273 |
|
|
2017
Q4 | $171K | Hold |
1,863
| – | – | 0.03% | 276 |
|
|
2017
Q3 | $143K | Buy |
1,863
+1,398
| +301% | +$107K | 0.02% | 302 |
|
|
2017
Q2 | $31K | Sell |
465
-1,397
| -75% | -$93.1K | 0.01% | 458 |
|
|
2017
Q1 | $123K | Sell |
1,862
-930
| -33% | -$61.4K | 0.03% | 230 |
|
|
2016
Q4 | $191K | Buy |
2,792
+300
| +12% | +$20.5K | 0.07% | 172 |
|
|
2016
Q3 | $132K | Buy |
+2,492
| New | +$132K | 0.05% | 205 |
|