Crestwood Advisors Group’s Valero Energy VLO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$610K Buy
2025
Q2
$427K Buy
2025
Q1
$345K Buy
2024
Q3
Sell
2024
Q2
$209K Sell
2024
Q1
$263K Buy
2017
Q2
Sell
2017
Q1
$13K Buy
2016
Q1
Sell
2015
Q4
$803K Buy
2015
Q3
$662K Sell
2015
Q2
$1.07M Buy