Cladis Investment Advisory’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 | $464K | Buy |
3,450
+50
| +1% | +$6.72K | 0.29% | 94 |
|
|
2025
Q1 | $449K | Sell |
3,400
-50
| -1% | -$6.6K | 0.32% | 85 |
|
|
2024
Q4 | $423K | Hold |
3,450
| – | – | 0.3% | 86 |
|
|
2024
Q3 | $466K | Hold |
3,450
| – | – | 0.32% | 83 |
|
|
2024
Q2 | $541K | Sell |
3,450
-188
| -5% | -$29.5K | 0.39% | 75 |
|
|
2024
Q1 | $621K | Sell |
3,638
-100
| -3% | -$17.1K | 0.46% | 69 |
|
|
2023
Q4 | $486K | Hold |
3,738
| – | – | 0.38% | 75 |
|
|
2023
Q3 | $530K | Hold |
3,738
| – | – | 0.46% | 65 |
|
|
2023
Q2 | $438K | Buy |
3,738
+113
| +3% | +$13.3K | 0.38% | 76 |
|
|
2023
Q1 | $506K | Sell |
3,625
-650
| -15% | -$90.7K | 0.45% | 72 |
|
|
2022
Q4 | $542K | Sell |
4,275
-50
| -1% | -$6.34K | 0.54% | 61 |
|
|
2022
Q3 | $462K | Sell |
4,325
-350
| -7% | -$37.4K | 0.5% | 66 |
|
|
2022
Q2 | $497K | Sell |
4,675
-7,525
| -62% | -$800K | 0.5% | 67 |
|
|
2022
Q1 | $1.24M | Sell |
12,200
-8,450
| -41% | -$858K | 1% | 29 |
|
|
2021
Q4 | $1.55M | Buy |
+20,650
| New | +$1.55M | 1.24% | 22 |
|