Connecticut 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 | $270K | Sell |
2,008
-523
| -21% | -$70.3K | 0.01% | 269 |
|
|
2025
Q1 | $334K | Sell |
2,531
-16
| -0.6% | -$2.11K | 0.02% | 247 |
|
|
2024
Q4 | $312K | Buy |
2,547
+18
| +0.7% | +$2.21K | 0.02% | 228 |
|
|
2024
Q3 | $341K | Sell |
2,529
-360
| -12% | -$48.6K | 0.02% | 254 |
|
|
2024
Q2 | $453K | Sell |
2,889
-366
| -11% | -$57.4K | 0.02% | 223 |
|
|
2024
Q1 | $556K | Sell |
3,255
-1,564
| -32% | -$267K | 0.03% | 207 |
|
|
2023
Q4 | $627K | Buy |
4,819
+1,551
| +47% | +$202K | 0.04% | 191 |
|
|
2023
Q3 | $463K | Buy |
3,268
+823
| +34% | +$117K | 0.03% | 176 |
|
|
2023
Q2 | $287K | Sell |
2,445
-582
| -19% | -$68.3K | 0.02% | 212 |
|
|
2023
Q1 | $423K | Buy |
+3,027
| New | +$423K | 0.03% | 151 |
|