Crestwood Advisors Group’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 | $427K | Buy |
3,180
+570
| +22% | +$76.6K | 0.01% | 373 |
|
|
2025
Q1 | $345K | Buy |
+2,610
| New | +$345K | 0.01% | 393 |
|
|
2024
Q3 | – | Sell |
-1,335
| Closed | -$209K | – | 454 |
|
|
2024
Q2 | $209K | Sell |
1,335
-204
| -13% | -$32K | ﹤0.01% | 411 |
|
|
2024
Q1 | $263K | Buy |
+1,539
| New | +$263K | 0.01% | 373 |
|
|
2017
Q2 | – | Sell |
-202
| Closed | -$13K | – | 422 |
|
|
2017
Q1 | $13K | Buy |
+202
| New | +$13K | ﹤0.01% | 414 |
|
|
2016
Q1 | – | Sell |
-11,361
| Closed | -$803K | – | 153 |
|
|
2015
Q4 | $803K | Buy |
11,361
+350
| +3% | +$24.7K | 0.1% | 81 |
|
|
2015
Q3 | $662K | Sell |
11,011
-6,079
| -36% | -$365K | 0.09% | 77 |
|
|
2015
Q2 | $1.07M | Buy |
+17,090
| New | +$1.07M | 0.14% | 61 |
|