Community Financial Services Group’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
$1.63M Sell
12,100
-2,590
-18% -$348K 0.32% 61
2025
Q1
$1.94M Sell
14,690
-4,969
-25% -$656K 0.42% 56
2024
Q4
$2.41M Sell
19,659
-3,998
-17% -$490K 0.48% 58
2024
Q3
$3.19M Sell
23,657
-1,424
-6% -$192K 0.65% 52
2024
Q2
$3.93M Sell
25,081
-2,883
-10% -$452K 0.85% 38
2024
Q1
$4.77M Buy
+27,964
New +$4.77M 1.09% 28
2023
Q3
$11.5M Buy
+80,874
New +$11.5M 2.89% 10
2021
Q4
$6.56M Buy
87,369
+1,482
+2% +$111K 1.65% 21
2021
Q3
$6.06M Buy
85,887
+1,289
+2% +$91K 1.65% 22
2021
Q2
$6.61M Buy
84,598
+400
+0.5% +$31.2K 1.84% 21
2021
Q1
$6.03M Buy
84,198
+4,708
+6% +$337K 1.79% 20
2020
Q4
$4.5M Buy
79,490
+1,210
+2% +$68.4K 1.42% 28
2020
Q3
$3.39M Sell
78,280
-5,141
-6% -$223K 1.25% 30
2020
Q2
$4.91M Sell
83,421
-16,740
-17% -$984K 1.86% 23
2020
Q1
$4.54M Buy
100,161
+15,908
+19% +$722K 1.55% 28
2019
Q4
$7.89M Buy
84,253
+2,010
+2% +$188K 2.05% 21
2019
Q3
$7.01M Buy
82,243
+2,220
+3% +$189K 2.03% 20
2019
Q2
$6.85M Buy
80,023
+2,045
+3% +$175K 2.34% 20
2019
Q1
$6.61M Buy
77,978
+17,936
+30% +$1.52M 2.25% 21
2018
Q4
$4.5M Buy
60,042
+1,909
+3% +$143K 1.71% 27
2018
Q3
$6.61M Sell
58,133
-24,705
-30% -$2.81M 2.26% 18
2018
Q2
$9.18M Buy
82,838
+1,530
+2% +$170K 3.28% 8
2018
Q1
$7.54M Buy
81,308
+145
+0.2% +$13.5K 2.96% 11
2017
Q4
$7.46M Buy
81,163
+1,320
+2% +$121K 2.89% 13
2017
Q3
$6.14M Buy
79,843
+450
+0.6% +$34.6K 2.52% 21
2017
Q2
$5.36M Buy
79,393
+1,705
+2% +$115K 2.35% 21
2017
Q1
$5.15M Buy
77,688
+2,727
+4% +$181K 2.31% 21
2016
Q4
$5.12M Sell
74,961
-1,094
-1% -$74.7K 2.41% 20
2016
Q3
$4.03M Buy
76,055
+10,444
+16% +$554K 1.9% 27
2016
Q2
$3.35M Sell
65,611
-989
-1% -$50.4K 1.65% 27
2016
Q1
$4.27M Sell
66,600
-3,094
-4% -$198K 2.09% 25
2015
Q4
$4.93M Sell
69,694
-56
-0.1% -$3.96K 2.41% 17
2015
Q3
$4.19M Sell
69,750
-555
-0.8% -$33.4K 2.08% 19
2015
Q2
$4.4M Sell
70,305
-2,026
-3% -$127K 2.1% 20
2015
Q1
$4.6M Sell
72,331
-17,860
-20% -$1.14M 2.16% 20
2014
Q4
$4.46M Buy
90,191
+1,632
+2% +$80.8K 2.06% 19
2014
Q3
$4.1M Buy
88,559
+890
+1% +$41.2K 2.03% 22
2014
Q2
$4.39M Buy
87,669
+1,830
+2% +$91.7K 2.18% 20
2014
Q1
$4.56M Buy
85,839
+424
+0.5% +$22.5K 2.25% 20
2013
Q4
$4.31M Buy
85,415
+530
+0.6% +$26.7K 2.33% 21
2013
Q3
$2.9M Buy
84,885
+2,099
+3% +$71.7K 1.62% 32
2013
Q2
$2.88M Buy
+82,786
New +$2.88M 1.71% 29