Corient Private Wealth’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 | $59.2M | Buy |
440,569
+189,009
| +75% | +$25.4M | 0.06% | 232 |
|
2025
Q1 | $33.2M | Sell |
251,560
-5,244
| -2% | -$693K | 0.05% | 296 |
|
2024
Q4 | $31.3M | Sell |
256,804
-44,447
| -15% | -$5.41M | 0.05% | 305 |
|
2024
Q3 | $40.7M | Buy |
301,251
+111,050
| +58% | +$15M | 0.06% | 273 |
|
2024
Q2 | $29.8M | Sell |
190,201
-85,385
| -31% | -$13.4M | 0.05% | 310 |
|
2024
Q1 | $47M | Sell |
275,586
-44,080
| -14% | -$7.52M | 0.08% | 230 |
|
2023
Q4 | $41.6M | Sell |
319,666
-18,983
| -6% | -$2.47M | 0.08% | 249 |
|
2023
Q3 | $48M | Buy |
338,649
+243
| +0.1% | +$34.4K | 0.11% | 196 |
|
2023
Q2 | $39.7M | Buy |
338,406
+177,785
| +111% | +$20.9M | 0.09% | 222 |
|
2023
Q1 | $22.4M | Buy |
160,621
+5,312
| +3% | +$742K | 0.06% | 280 |
|
2022
Q4 | $19.7M | Buy |
+155,309
| New | +$19.7M | 0.07% | 270 |
|