Concurrent Investment Advisors’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $910K | Sell |
6,766
-315
| -4% | -$42.3K | 0.02% | 622 |
|
|
2025
Q1 | $935K | Sell |
7,081
-463
| -6% | -$61.1K | 0.02% | 561 |
|
|
2024
Q4 | $925K | Sell |
7,544
-32
| -0.4% | -$3.92K | 0.02% | 511 |
|
|
2024
Q3 | $1.02M | Buy |
7,576
+1,461
| +24% | +$197K | 0.03% | 450 |
|
|
2024
Q2 | $959K | Buy |
6,115
+1,689
| +38% | +$265K | 0.03% | 438 |
|
|
2024
Q1 | $755K | Sell |
4,426
-1,443
| -25% | -$246K | 0.03% | 435 |
|
|
2023
Q4 | $763K | Buy |
+5,869
| New | +$763K | 0.04% | 383 |
|