CWS
Confluence Wealth Services’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $952K | Hold |
7,082
| – | – | 0.05% | 178 |
|
|
2025
Q1 | $811K | Sell |
7,082
-14
| -0.2% | -$1.6K | 0.05% | 180 |
|
|
2024
Q4 | $998K | Sell |
7,096
-674
| -9% | -$94.8K | 0.06% | 152 |
|
|
2024
Q3 | $1.05M | Buy |
7,770
+14
| +0.2% | +$1.89K | 0.08% | 140 |
|
|
2024
Q2 | $1.22M | Sell |
7,756
-194
| -2% | -$30.4K | 0.1% | 125 |
|
|
2024
Q1 | $1.36M | Hold |
7,950
| – | – | 0.12% | 97 |
|
|
2023
Q4 | $1.03M | Sell |
7,950
-47
| -0.6% | -$6.11K | 0.11% | 106 |
|
|
2023
Q3 | $1.13M | Hold |
7,997
| – | – | 0.22% | 78 |
|
|
2023
Q2 | $938K | Buy |
7,997
+34
| +0.4% | +$3.99K | 0.2% | 98 |
|
|
2023
Q1 | $1.11M | Buy |
7,963
+77
| +1% | +$10.7K | 0.26% | 78 |
|
|
2022
Q4 | $1M | Buy |
7,886
+261
| +3% | +$33.1K | 0.26% | 76 |
|
|
2022
Q3 | $814K | Sell |
7,625
-100
| -1% | -$10.7K | 0.34% | 85 |
|
|
2022
Q2 | $881K | Sell |
7,725
-199
| -3% | -$22.7K | 0.39% | 87 |
|
|
2022
Q1 | $804K | Buy |
7,924
+164
| +2% | +$16.6K | 0.29% | 97 |
|
|
2021
Q4 | $582K | Buy |
+7,760
| New | +$582K | 0.19% | 125 |
|