Clifford Swan Investment Counsel’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 | $207K | Buy |
1,540
+2
| +0.1% | +$269 | 0.01% | 305 |
|
|
2025
Q1 | $203K | Buy |
+1,538
| New | +$203K | 0.01% | 304 |
|
|
2024
Q4 | – | Sell |
-1,538
| Closed | -$208K | – | 314 |
|
|
2024
Q3 | $208K | Hold |
1,538
| – | – | 0.01% | 308 |
|
|
2024
Q2 | $241K | Hold |
1,538
| – | – | 0.01% | 281 |
|
|
2024
Q1 | $263K | Buy |
+1,538
| New | +$263K | 0.01% | 275 |
|
|
2023
Q4 | – | Sell |
-1,538
| Closed | -$218K | – | 305 |
|
|
2023
Q3 | $218K | Buy |
+1,538
| New | +$218K | 0.01% | 286 |
|