CreativeOne 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 | $838K | Buy |
6,234
+588
| +10% | +$79K | 0.02% | 592 |
|
|
2025
Q1 | $746K | Sell |
5,646
-6,318
| -53% | -$834K | 0.02% | 572 |
|
|
2024
Q4 | $1.47M | Buy |
11,964
+2,240
| +23% | +$275K | 0.04% | 359 |
|
|
2024
Q3 | $1.31M | Buy |
9,724
+3,934
| +68% | +$531K | 0.04% | 356 |
|
|
2024
Q2 | $908K | Sell |
5,790
-4,531
| -44% | -$711K | 0.05% | 347 |
|
|
2024
Q1 | $1.76M | Buy |
10,321
+4,309
| +72% | +$736K | 0.07% | 251 |
|
|
2023
Q4 | $781K | Sell |
6,012
-1,944
| -24% | -$253K | 0.05% | 289 |
|
|
2023
Q3 | $1.13M | Sell |
7,956
-9,520
| -54% | -$1.35M | 0.08% | 223 |
|
|
2023
Q2 | $2.05M | Buy |
17,476
+2,057
| +13% | +$241K | 0.1% | 204 |
|
|
2023
Q1 | $2.15M | Buy |
15,419
+6,598
| +75% | +$921K | 0.11% | 169 |
|
|
2022
Q4 | $1.12M | Sell |
8,821
-607
| -6% | -$77K | 0.06% | 270 |
|
|
2022
Q3 | $1.01M | Sell |
9,428
-91
| -1% | -$9.72K | 0.06% | 255 |
|
|
2022
Q2 | $1.01M | Sell |
9,519
-238
| -2% | -$25.3K | 0.05% | 258 |
|
|
2022
Q1 | $991K | Buy |
9,757
+708
| +8% | +$71.9K | 0.05% | 277 |
|
|
2021
Q4 | $680K | Buy |
9,049
+137
| +2% | +$10.3K | 0.03% | 369 |
|
|
2021
Q3 | $629K | Buy |
8,912
+1,789
| +25% | +$126K | 0.04% | 353 |
|
|
2021
Q2 | $556K | Buy |
+7,123
| New | +$556K | 0.03% | 362 |
|