Copperwynd Financial’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 | $951K | Buy |
7,072
+123
| +2% | +$16.5K | 0.24% | 82 |
|
|
2025
Q1 | $918K | Buy |
6,949
+1,254
| +22% | +$166K | 0.25% | 78 |
|
|
2024
Q4 | $698K | Sell |
5,695
-463
| -8% | -$56.8K | 0.19% | 89 |
|
|
2024
Q3 | $832K | Buy |
6,158
+225
| +4% | +$30.4K | 0.25% | 79 |
|
|
2024
Q2 | $959K | Buy |
5,933
+184
| +3% | +$29.8K | 0.31% | 50 |
|
|
2024
Q1 | $981K | Sell |
5,749
-202
| -3% | -$34.5K | 0.35% | 46 |
|
|
2023
Q4 | $774K | Sell |
5,951
-302
| -5% | -$39.3K | 0.31% | 52 |
|
|
2023
Q3 | $886K | Sell |
6,253
-291
| -4% | -$41.2K | 0.42% | 39 |
|
|
2023
Q2 | $768K | Buy |
6,544
+21
| +0.3% | +$2.46K | 0.36% | 60 |
|
|
2023
Q1 | $911K | Sell |
6,523
-299
| -4% | -$41.7K | 0.47% | 45 |
|
|
2022
Q4 | $865K | Sell |
6,822
-421
| -6% | -$53.4K | 0.49% | 47 |
|
|
2022
Q3 | $774K | Sell |
7,243
-225
| -3% | -$24K | 0.45% | 44 |
|
|
2022
Q2 | $794K | Sell |
7,468
-327
| -4% | -$34.8K | 0.47% | 45 |
|
|
2022
Q1 | $792K | Buy |
7,795
+878
| +13% | +$89.2K | 0.33% | 50 |
|
|
2021
Q4 | $520K | Sell |
6,917
-185
| -3% | -$13.9K | 0.2% | 94 |
|
|
2021
Q3 | $501K | Buy |
7,102
+363
| +5% | +$25.6K | 0.21% | 98 |
|
|
2021
Q2 | $526K | Buy |
6,739
+27
| +0.4% | +$2.11K | 0.22% | 92 |
|
|
2021
Q1 | $481K | Buy |
6,712
+2,001
| +42% | +$143K | 0.22% | 90 |
|
|
2020
Q4 | $267K | Sell |
4,711
-975
| -17% | -$55.3K | 0.13% | 111 |
|
|
2020
Q3 | $246K | Sell |
5,686
-173
| -3% | -$7.49K | 0.13% | 107 |
|
|
2020
Q2 | $345K | Sell |
5,859
-351
| -6% | -$20.7K | 0.2% | 81 |
|
|
2020
Q1 | $282K | Buy |
6,210
+502
| +9% | +$22.8K | 0.13% | 71 |
|
|
2019
Q4 | $535K | Buy |
5,708
+212
| +4% | +$19.9K | 0.28% | 77 |
|
|
2019
Q3 | $557K | Buy |
5,496
+865
| +19% | +$87.7K | 0.32% | 66 |
|
|
2019
Q2 | $396K | Buy |
4,631
+263
| +6% | +$22.5K | 0.23% | 83 |
|
|
2019
Q1 | $371K | Buy |
4,368
+425
| +11% | +$36.1K | 0.22% | 84 |
|
|
2018
Q4 | $296K | Buy |
3,943
+107
| +3% | +$8.03K | 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% | -$11K | 0.3% | 51 |
|
|
2018
Q1 | $366K | Buy |
3,944
+226
| +6% | +$21K | 0.25% | 64 |
|
|
2017
Q4 | $342K | Buy |
+3,718
| New | +$342K | 0.25% | 69 |
|