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