Cornerstone Advisory’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,793
| Closed | -$989K | – | 231 |
|
|
2024
Q1 | $989K | Sell |
5,793
-61
| -1% | -$10.4K | 0.14% | 84 |
|
|
2023
Q4 | $761K | Buy |
5,854
+183
| +3% | +$23.8K | 0.12% | 102 |
|
|
2023
Q3 | $804K | Buy |
5,671
+31
| +0.5% | +$4.39K | 0.14% | 92 |
|
|
2023
Q2 | $662K | Buy |
5,640
+110
| +2% | +$12.9K | 0.12% | 113 |
|
|
2023
Q1 | $772K | Buy |
5,530
+15
| +0.3% | +$2.09K | 0.14% | 102 |
|
|
2022
Q4 | $700K | Buy |
5,515
+5
| +0.1% | +$634 | 0.14% | 101 |
|
|
2022
Q3 | $589K | Sell |
5,510
-10
| -0.2% | -$1.07K | 0.13% | 103 |
|
|
2022
Q2 | $587K | Sell |
5,520
-5,500
| -50% | -$585K | 0.13% | 104 |
|
|
2022
Q1 | $1.12M | Sell |
11,020
-88
| -0.8% | -$8.94K | 0.17% | 96 |
|
|
2021
Q4 | $835K | Sell |
11,108
-208
| -2% | -$15.6K | 0.12% | 132 |
|
|
2021
Q3 | $799K | Hold |
11,316
| – | – | 0.13% | 126 |
|
|
2021
Q2 | $883K | Sell |
11,316
-13,000
| -53% | -$1.01M | 0.15% | 108 |
|
|
2021
Q1 | $1.74M | Sell |
24,316
-60
| -0.2% | -$4.3K | 0.33% | 56 |
|
|
2020
Q4 | $1.38M | Hold |
24,376
| – | – | 0.28% | 64 |
|
|
2020
Q3 | $1.06M | Buy |
+24,376
| New | +$1.06M | 0.25% | 79 |
|