Creative Planning’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 | $13.9M | Buy |
103,731
+12,879
| +14% | +$1.73M | 0.01% | 422 |
|
|
2025
Q1 | $12M | Buy |
90,852
+1,037
| +1% | +$137K | 0.01% | 435 |
|
|
2024
Q4 | $11M | Buy |
89,815
+5,242
| +6% | +$643K | 0.01% | 413 |
|
|
2024
Q3 | $11.4M | Buy |
84,573
+3,097
| +4% | +$418K | 0.01% | 401 |
|
|
2024
Q2 | $12.8M | Buy |
81,476
+7,849
| +11% | +$1.23M | 0.01% | 356 |
|
|
2024
Q1 | $12.6M | Buy |
73,627
+6,185
| +9% | +$1.06M | 0.01% | 358 |
|
|
2023
Q4 | $8.77M | Buy |
67,442
+51
| +0.1% | +$6.63K | 0.02% | 409 |
|
|
2023
Q3 | $9.55M | Buy |
67,391
+4,520
| +7% | +$641K | 0.01% | 367 |
|
|
2023
Q2 | $7.37M | Buy |
62,871
+7,928
| +14% | +$930K | 0.01% | 415 |
|
|
2023
Q1 | $7.67M | Sell |
54,943
-15,085
| -22% | -$2.11M | 0.01% | 395 |
|
|
2022
Q4 | $8.88M | Buy |
70,028
+6,170
| +10% | +$783K | 0.01% | 353 |
|
|
2022
Q3 | $6.82M | Sell |
63,858
-402
| -0.6% | -$43K | 0.01% | 374 |
|
|
2022
Q2 | $6.83M | Sell |
64,260
-8,140
| -11% | -$865K | 0.01% | 387 |
|
|
2022
Q1 | $7.35M | Buy |
72,400
+3,069
| +4% | +$312K | 0.01% | 370 |
|
|
2021
Q4 | $5.21M | Sell |
69,331
-2,617
| -4% | -$197K | 0.01% | 409 |
|
|
2021
Q3 | $5.08M | Buy |
71,948
+12,116
| +20% | +$855K | 0.01% | 409 |
|
|
2021
Q2 | $4.67M | Sell |
59,832
-1,586
| -3% | -$124K | 0.01% | 426 |
|
|
2021
Q1 | $4.4M | Buy |
61,418
+4,813
| +9% | +$345K | 0.01% | 442 |
|
|
2020
Q4 | $3.2M | Sell |
56,605
-8,076
| -12% | -$457K | 0.01% | 484 |
|
|
2020
Q3 | $2.8M | Buy |
64,681
+15,289
| +31% | +$662K | 0.01% | 449 |
|
|
2020
Q2 | $2.91M | Sell |
49,392
-635
| -1% | -$37.3K | 0.01% | 384 |
|
|
2020
Q1 | $2.27M | Sell |
50,027
-16,123
| -24% | -$731K | 0.01% | 391 |
|
|
2019
Q4 | $6.2M | Buy |
66,150
+7,786
| +13% | +$729K | 0.02% | 257 |
|
|
2019
Q3 | $4.98M | Sell |
58,364
-5,909
| -9% | -$504K | 0.02% | 286 |
|
|
2019
Q2 | $5.5M | Sell |
64,273
-9,868
| -13% | -$845K | 0.02% | 269 |
|
|
2019
Q1 | $6.29M | Sell |
74,141
-859
| -1% | -$72.9K | 0.02% | 232 |
|
|
2018
Q4 | $5.62M | Buy |
75,000
+2,145
| +3% | +$161K | 0.02% | 226 |
|
|
2018
Q3 | $8.29M | Buy |
72,855
+3,879
| +6% | +$441K | 0.03% | 190 |
|
|
2018
Q2 | $7.65M | Sell |
68,976
-17,963
| -21% | -$1.99M | 0.03% | 187 |
|
|
2018
Q1 | $8.07M | Buy |
86,939
+24,068
| +38% | +$2.23M | 0.03% | 171 |
|
|
2017
Q4 | $5.78M | Sell |
62,871
-12,659
| -17% | -$1.16M | 0.02% | 217 |
|
|
2017
Q3 | $5.81M | Buy |
75,530
+19,414
| +35% | +$1.49M | 0.03% | 210 |
|
|
2017
Q2 | $3.79M | Buy |
56,116
+3,604
| +7% | +$243K | 0.02% | 274 |
|
|
2017
Q1 | $3.48M | Sell |
52,512
-4,401
| -8% | -$292K | 0.02% | 283 |
|
|
2016
Q4 | $3.89M | Buy |
56,913
+26,417
| +87% | +$1.8M | 0.02% | 253 |
|
|
2016
Q3 | $1.62M | Sell |
30,496
-3,831
| -11% | -$203K | 0.01% | 438 |
|
|
2016
Q2 | $1.75M | Sell |
34,327
-23,070
| -40% | -$1.18M | 0.01% | 368 |
|
|
2016
Q1 | $3.68M | Buy |
57,397
+21,977
| +62% | +$1.41M | 0.03% | 194 |
|
|
2015
Q4 | $2.51M | Sell |
35,420
-25,931
| -42% | -$1.83M | 0.02% | 266 |
|
|
2015
Q3 | $3.69M | Sell |
61,351
-4,004
| -6% | -$241K | 0.03% | 192 |
|
|
2015
Q2 | $4.09M | Buy |
65,355
+35,203
| +117% | +$2.2M | 0.04% | 173 |
|
|
2015
Q1 | $1.92M | Sell |
30,152
-18,314
| -38% | -$1.16M | 0.02% | 288 |
|
|
2014
Q4 | $2.4M | Buy |
48,466
+19,151
| +65% | +$948K | 0.03% | 236 |
|
|
2014
Q3 | $1.36M | Sell |
29,315
-9,588
| -25% | -$444K | 0.02% | 321 |
|
|
2014
Q2 | $1.95M | Buy |
38,903
+15,190
| +64% | +$761K | 0.03% | 232 |
|
|
2014
Q1 | $1.26M | Buy |
23,713
+3,930
| +20% | +$209K | 0.02% | 305 |
|
|
2013
Q4 | $997K | Buy |
19,783
+678
| +4% | +$34.2K | 0.02% | 303 |
|
|
2013
Q3 | $652K | Buy |
19,105
+5,268
| +38% | +$180K | 0.01% | 364 |
|
|
2013
Q2 | $481K | Buy |
+13,837
| New | +$481K | 0.01% | 413 |
|