Congress 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
$427K Buy
3,178
+445
+16% +$59.8K ﹤0.01% 972
2025
Q1
$361K Buy
+2,733
New +$361K ﹤0.01% 901