CWM
Cornerstone Wealth Management’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $538K | Buy |
4,000
+12
| +0.3% | +$1.61K | 0.03% | 381 |
|
|
2025
Q1 | $527K | Buy |
3,988
+2
| +0.1% | +$264 | 0.04% | 352 |
|
|
2024
Q4 | $489K | Sell |
3,986
-206
| -5% | -$25.3K | 0.03% | 358 |
|
|
2024
Q3 | $566K | Buy |
4,192
+63
| +2% | +$8.51K | 0.04% | 328 |
|
|
2024
Q2 | $647K | Buy |
4,129
+217
| +6% | +$34K | 0.05% | 275 |
|
|
2024
Q1 | $668K | Sell |
3,912
-1,346
| -26% | -$230K | 0.05% | 275 |
|
|
2023
Q4 | $684K | Buy |
5,258
+1,130
| +27% | +$147K | 0.06% | 257 |
|
|
2023
Q3 | $585K | Buy |
4,128
+228
| +6% | +$32.3K | 0.06% | 263 |
|
|
2023
Q2 | $457K | Buy |
3,900
+983
| +34% | +$115K | 0.04% | 323 |
|
|
2023
Q1 | $407K | Buy |
+2,917
| New | +$407K | 0.04% | 319 |
|
|
2022
Q3 | $278K | Buy |
2,600
+309
| +13% | +$33K | 0.03% | 361 |
|
|
2022
Q2 | $243K | Buy |
2,291
+84
| +4% | +$8.91K | 0.03% | 392 |
|
|
2022
Q1 | $224K | Sell |
2,207
-1,170
| -35% | -$119K | 0.02% | 430 |
|
|
2021
Q4 | $253K | Buy |
3,377
+277
| +9% | +$20.8K | 0.02% | 436 |
|
|
2021
Q3 | $219K | Buy |
3,100
+361
| +13% | +$25.5K | 0.02% | 416 |
|
|
2021
Q2 | $214K | Buy |
+2,739
| New | +$214K | 0.02% | 440 |
|
|
2019
Q2 | – | Sell |
-1,556
| Closed | -$357K | – | 501 |
|
|
2019
Q1 | $357K | Buy |
+1,556
| New | +$357K | 0.04% | 341 |
|
|
2018
Q4 | – | Sell |
-145,439
| Closed | -$1.89M | – | 1114 |
|
|
2018
Q3 | $1.89M | Sell |
145,439
-181,759
| -56% | -$2.36M | 0.02% | 517 |
|
|
2018
Q2 | $3M | Buy |
327,198
+324,519
| +12,113% | +$2.97M | 0.03% | 425 |
|
|
2018
Q1 | $246K | Buy |
+2,679
| New | +$246K | 0.05% | 329 |
|
|
2017
Q1 | – | Sell |
-4,609
| Closed | -$324K | – | 355 |
|
|
2016
Q4 | $324K | Sell |
4,609
-1,254
| -21% | -$88.2K | 0.1% | 190 |
|
|
2016
Q3 | $315K | Buy |
+5,863
| New | +$315K | 0.12% | 177 |
|