Claro Advisors’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,677
| Closed | -$486K | – | 517 |
|
|
2025
Q1 | $486K | Buy |
3,677
+7
| +0.2% | +$924 | 0.07% | 271 |
|
|
2024
Q4 | $450K | Sell |
3,670
-1,596
| -30% | -$196K | 0.06% | 263 |
|
|
2024
Q3 | $711K | Buy |
5,266
+2,162
| +70% | +$292K | 0.09% | 210 |
|
|
2024
Q2 | $487K | Sell |
3,104
-50
| -2% | -$7.84K | 0.08% | 237 |
|
|
2024
Q1 | $538K | Buy |
3,154
+93
| +3% | +$15.9K | 0.09% | 224 |
|
|
2023
Q4 | $398K | Buy |
+3,061
| New | +$398K | 0.09% | 247 |
|
|
2022
Q4 | – | Sell |
-2,530
| Closed | -$269K | – | 350 |
|
|
2022
Q3 | $269K | Hold |
2,530
| – | – | 0.11% | 207 |
|
|
2022
Q2 | $269K | Buy |
+2,530
| New | +$269K | 0.11% | 207 |
|
|
2019
Q1 | – | Sell |
-1,050
| Closed | -$119K | – | 895 |
|
|
2018
Q4 | $119K | Buy |
+1,050
| New | +$119K | 0.1% | 199 |
|