Clearstead Advisors’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 | $1.44M | Buy |
10,726
+1,007
| +10% | +$135K | 0.02% | 372 |
|
|
2025
Q1 | $1.28M | Buy |
9,719
+1,009
| +12% | +$133K | 0.02% | 367 |
|
|
2024
Q4 | $1.07M | Buy |
8,710
+409
| +5% | +$50.1K | 0.02% | 400 |
|
|
2024
Q3 | $1.12M | Sell |
8,301
-691
| -8% | -$93.3K | 0.02% | 398 |
|
|
2024
Q2 | $1.41M | Buy |
8,992
+6,403
| +247% | +$1M | 0.02% | 329 |
|
|
2024
Q1 | $404K | Buy |
2,589
+275
| +12% | +$42.9K | 0.02% | 345 |
|
|
2023
Q4 | $301K | Sell |
2,314
-1,914
| -45% | -$249K | 0.02% | 395 |
|
|
2023
Q3 | $599K | Buy |
4,228
+3,054
| +260% | +$433K | 0.02% | 378 |
|
|
2023
Q2 | $138K | Buy |
1,174
+510
| +77% | +$59.8K | 0.01% | 501 |
|
|
2023
Q1 | $92.7K | Buy |
664
+39
| +6% | +$5.44K | 0.01% | 523 |
|
|
2022
Q4 | $79.3K | Buy |
625
+46
| +8% | +$5.84K | 0.01% | 545 |
|
|
2022
Q3 | $62K | Buy |
579
+116
| +25% | +$12.4K | 0.01% | 570 |
|
|
2022
Q2 | $49K | Buy |
463
+22
| +5% | +$2.33K | ﹤0.01% | 623 |
|
|
2022
Q1 | $45K | Hold |
441
| – | – | ﹤0.01% | 705 |
|
|
2021
Q4 | $33K | Hold |
441
| – | – | ﹤0.01% | 723 |
|
|
2021
Q3 | $31K | Sell |
441
-1,372
| -76% | -$96.4K | ﹤0.01% | 697 |
|
|
2021
Q2 | $142K | Sell |
1,813
-148
| -8% | -$11.6K | 0.01% | 393 |
|
|
2021
Q1 | $140K | Buy |
1,961
+221
| +13% | +$15.8K | 0.01% | 382 |
|
|
2020
Q4 | $98K | Buy |
1,740
+400
| +30% | +$22.5K | 0.01% | 418 |
|
|
2020
Q3 | $58K | Sell |
1,340
-200
| -13% | -$8.66K | 0.01% | 447 |
|
|
2020
Q2 | $91K | Sell |
1,540
-895
| -37% | -$52.9K | 0.01% | 363 |
|
|
2020
Q1 | $110K | Sell |
2,435
-70
| -3% | -$3.16K | 0.02% | 316 |
|
|
2019
Q4 | $235K | Sell |
2,505
-210
| -8% | -$19.7K | 0.03% | 253 |
|
|
2019
Q3 | $231K | Sell |
2,715
-5
| -0.2% | -$425 | 0.03% | 239 |
|
|
2019
Q2 | $233K | Sell |
2,720
-375
| -12% | -$32.1K | 0.03% | 248 |
|
|
2019
Q1 | $263K | Buy |
+3,095
| New | +$263K | 0.04% | 226 |
|