Compass Wealth Management’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 | $381K | Hold |
2,838
| – | – | 0.09% | 119 |
|
|
2025
Q1 | $375K | Sell |
2,838
-500
| -15% | -$66K | 0.1% | 117 |
|
|
2024
Q4 | $409K | Hold |
3,338
| – | – | 0.1% | 115 |
|
|
2024
Q3 | $451K | Buy |
3,338
+1,000
| +43% | +$135K | 0.11% | 116 |
|
|
2024
Q2 | $367K | Hold |
2,338
| – | – | 0.09% | 124 |
|
|
2024
Q1 | $399K | Hold |
2,338
| – | – | 0.1% | 123 |
|
|
2023
Q4 | $304K | Hold |
2,338
| – | – | 0.08% | 130 |
|
|
2023
Q3 | $331K | Hold |
2,338
| – | – | 0.1% | 122 |
|
|
2023
Q2 | $274K | Hold |
2,338
| – | – | 0.08% | 139 |
|
|
2023
Q1 | $326K | Sell |
2,338
-100
| -4% | -$14K | 0.1% | 130 |
|
|
2022
Q4 | $309K | Buy |
+2,438
| New | +$309K | 0.1% | 131 |
|