Copperwynd Financial’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $951K | Buy |
7,072
+123
| +2% | +$15.3K | 0.24% | 82 |
|
|
2025
Q1 | $918K | Buy |
6,949
+1,254
| +22% | +$166K | 0.25% | 78 |
|
|
2024
Q4 | $698K | Sell |
5,695
-463
| -8% | -$61.9K | 0.19% | 89 |
|
|
2024
Q3 | $832K | Buy |
6,158
+225
| +4% | +$32.7K | 0.25% | 79 |
|
|
2024
Q2 | $959K | Buy |
5,933
+184
| +3% | +$29.7K | 0.31% | 50 |
|
|
2024
Q1 | $981K | Sell |
5,749
-202
| -3% | -$28.9K | 0.35% | 46 |
|
|
2023
Q4 | $774K | Sell |
5,951
-302
| -5% | -$38.4K | 0.31% | 52 |
|
|
2023
Q3 | $886K | Sell |
6,253
-291
| -4% | -$38.1K | 0.42% | 39 |
|
|
2023
Q2 | $768K | Buy |
6,544
+21
| +0.3% | +$2.44K | 0.36% | 60 |
|
|
2023
Q1 | $911K | Sell |
6,523
-299
| -4% | -$40.2K | 0.47% | 45 |
|
|
2022
Q4 | $865K | Sell |
6,822
-421
| -6% | -$52.8K | 0.49% | 47 |
|
|
2022
Q3 | $774K | Sell |
7,243
-225
| -3% | -$24.8K | 0.45% | 44 |
|
|
2022
Q2 | $794K | Sell |
7,468
-327
| -4% | -$38.7K | 0.47% | 45 |
|
|
2022
Q1 | $792K | Buy |
7,795
+878
| +13% | +$76.2K | 0.33% | 50 |
|
|
2021
Q4 | $520K | Sell |
6,917
-185
| -3% | -$13.8K | 0.2% | 94 |
|
|
2021
Q3 | $501K | Buy |
7,102
+363
| +5% | +$24.2K | 0.21% | 98 |
|
|
2021
Q2 | $526K | Buy |
6,739
+27
| +0.4% | +$2.09K | 0.22% | 92 |
|
|
2021
Q1 | $481K | Buy |
6,712
+2,001
| +42% | +$136K | 0.22% | 90 |
|
|
2020
Q4 | $267K | Sell |
4,711
-975
| -17% | -$47.8K | 0.13% | 111 |
|
|
2020
Q3 | $246K | Sell |
5,686
-173
| -3% | -$9.06K | 0.13% | 107 |
|
|
2020
Q2 | $345K | Sell |
5,859
-351
| -6% | -$21K | 0.2% | 81 |
|
|
2020
Q1 | $282K | Buy |
6,210
+502
| +9% | +$36.5K | 0.13% | 71 |
|
|
2019
Q4 | $535K | Buy |
5,708
+212
| +4% | +$20K | 0.28% | 77 |
|
|
2019
Q3 | $557K | Buy |
5,496
+865
| +19% | +$69.9K | 0.32% | 66 |
|
|
2019
Q2 | $396K | Buy |
4,631
+263
| +6% | +$21.7K | 0.23% | 83 |
|
|
2019
Q1 | $371K | Buy |
4,368
+425
| +11% | +$35.1K | 0.22% | 84 |
|
|
2018
Q4 | $296K | Buy |
3,943
+107
| +3% | +$9.4K | 0.18% | 77 |
|
|
2018
Q3 | $436K | Sell |
3,836
-9
| -0.2% | -$1.02K | 0.26% | 62 |
|
|
2018
Q2 | $426K | Sell |
3,845
-99
| -3% | -$11.1K | 0.3% | 51 |
|
|
2018
Q1 | $366K | Buy |
3,944
+226
| +6% | +$21.1K | 0.25% | 64 |
|
|
2017
Q4 | $342K | Buy |
+3,718
| New | +$307K | 0.25% | 69 |
|
Other funds holding VLO
Copperwynd Financial's VLO Position: Q2 2025 in Review
Copperwynd Financial increased its Valero Energy (VLO) stake by 1.8% in Q2 2025, buying an estimated $15.3K and bringing the position to 7,072 shares worth $951K. The position accounts for 0.24% of the portfolio, ranked #82.
Copperwynd Financial first reported a position in VLO in Q4 2017 and has held it in 31 quarters since. The position peaked at $981K in Q1 2024. 1,479 funds tracked by Wall St. Rank hold VLO as of Q2 2025.
- Copperwynd Financial held 7,072 shares of Valero Energy worth $951K as of Q2 2025.
- Copperwynd Financial bought 123 Valero Energy shares in Q2 2025, an estimated $15.3K.
- Valero Energy made up 0.24% of Copperwynd Financial's portfolio in Q2 2025, its #82 holding.
- Copperwynd Financial first reported a position in Valero Energy in Q4 2017 and has held it in 31 quarters since.
- Copperwynd Financial's Valero Energy position peaked at $981K in Q1 2024.
- 1,479 funds tracked by Wall St. Rank held Valero Energy as of Q2 2025.
Based on Copperwynd Financial's 13F filing for Q2 2025, filed 24 Jul 2025.