Commonwealth Financial Services’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 | – | Sell |
-1,549
| Closed | -$205K | – | 219 |
|
|
2025
Q1 | $205K | Sell |
1,549
-793
| -34% | -$105K | 0.04% | 190 |
|
|
2024
Q4 | $287K | Sell |
2,342
-75
| -3% | -$9.19K | 0.06% | 153 |
|
|
2024
Q3 | $332K | Sell |
2,417
-9
| -0.4% | -$1.24K | 0.07% | 138 |
|
|
2024
Q2 | $359K | Sell |
2,426
-115
| -5% | -$17K | 0.07% | 116 |
|
|
2024
Q1 | $330K | Hold |
2,541
| – | – | 0.08% | 127 |
|
|
2023
Q4 | $330K | Sell |
2,541
-591
| -19% | -$76.8K | 0.08% | 126 |
|
|
2023
Q3 | $444K | Buy |
+3,132
| New | +$444K | 0.13% | 104 |
|
|
2017
Q1 | $261K | Buy |
4,012
+622
| +18% | +$40.5K | 0.28% | 44 |
|
|
2016
Q4 | $225K | Buy |
+3,390
| New | +$225K | 0.22% | 48 |
|