Clarius Group LLC’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 | $580K | Sell |
4,314
-324
| -7% | -$43.6K | 0.03% | 225 |
|
|
2025
Q1 | $613K | Sell |
4,638
-281
| -6% | -$37.1K | 0.04% | 208 |
|
|
2024
Q4 | $603K | Buy |
4,919
+206
| +4% | +$25.3K | 0.04% | 186 |
|
|
2024
Q3 | $639K | Sell |
4,713
-141
| -3% | -$19.1K | 0.04% | 177 |
|
|
2024
Q2 | $761K | Sell |
4,854
-207
| -4% | -$32.4K | 0.05% | 153 |
|
|
2024
Q1 | $864K | Sell |
5,061
-553
| -10% | -$94.4K | 0.06% | 142 |
|
|
2023
Q4 | $730K | Sell |
5,614
-235
| -4% | -$30.6K | 0.06% | 174 |
|
|
2023
Q3 | $829K | Sell |
5,849
-706
| -11% | -$100K | 0.08% | 132 |
|
|
2023
Q2 | $769K | Buy |
6,555
+114
| +2% | +$13.4K | 0.06% | 181 |
|
|
2023
Q1 | $899K | Sell |
6,441
-546
| -8% | -$76.2K | 0.08% | 144 |
|
|
2022
Q4 | $886K | Sell |
6,987
-23
| -0.3% | -$2.92K | 0.08% | 149 |
|
|
2022
Q3 | $749K | Sell |
7,010
-67
| -0.9% | -$7.16K | 0.07% | 156 |
|
|
2022
Q2 | $752K | Buy |
7,077
+25
| +0.4% | +$2.66K | 0.08% | 160 |
|
|
2022
Q1 | $530K | Hold |
7,052
| – | – | 0.04% | 227 |
|
|
2021
Q4 | $530K | Sell |
7,052
-30
| -0.4% | -$2.26K | 0.04% | 227 |
|
|
2021
Q3 | $500K | Buy |
7,082
+424
| +6% | +$29.9K | 0.04% | 212 |
|
|
2021
Q2 | $520K | Buy |
6,658
+167
| +3% | +$13K | 0.05% | 203 |
|
|
2021
Q1 | $465K | Buy |
6,491
+1,728
| +36% | +$124K | 0.05% | 203 |
|
|
2020
Q4 | $269K | Buy |
+4,763
| New | +$269K | 0.03% | 281 |
|
|
2020
Q3 | – | Sell |
-4,292
| Closed | -$252K | – | 319 |
|
|
2020
Q2 | $252K | Sell |
4,292
-1,459
| -25% | -$85.7K | 0.04% | 233 |
|
|
2020
Q1 | $261K | Buy |
5,751
+2,297
| +67% | +$104K | 0.05% | 198 |
|
|
2019
Q4 | $319K | Buy |
3,454
+200
| +6% | +$18.5K | 0.05% | 195 |
|
|
2019
Q3 | $277K | Sell |
3,254
-245
| -7% | -$20.9K | 0.05% | 204 |
|
|
2019
Q2 | $300K | Buy |
3,499
+961
| +38% | +$82.4K | 0.06% | 173 |
|
|
2019
Q1 | $215K | Buy |
+2,538
| New | +$215K | 0.05% | 195 |
|