Crewe Advisors’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 | $33.6K | Hold |
250
| – | – | ﹤0.01% | 316 |
|
|
2025
Q1 | $33K | Sell |
250
-114
| -31% | -$15.1K | ﹤0.01% | 305 |
|
|
2024
Q4 | $44.6K | Sell |
364
-67
| -16% | -$8.21K | 0.01% | 289 |
|
|
2024
Q3 | $58.2K | Hold |
431
| – | – | 0.01% | 282 |
|
|
2024
Q2 | $67.6K | Sell |
431
-25
| -5% | -$3.92K | 0.01% | 319 |
|
|
2024
Q1 | $77.8K | Buy |
+456
| New | +$77.8K | 0.01% | 310 |
|
|
2023
Q3 | – | Sell |
-114
| Closed | -$13.4K | – | 910 |
|
|
2023
Q2 | $13.4K | Sell |
114
-18
| -14% | -$2.11K | ﹤0.01% | 379 |
|
|
2023
Q1 | $18.4K | Hold |
132
| – | – | ﹤0.01% | 449 |
|
|
2022
Q4 | $16.7K | Sell |
132
-244
| -65% | -$31K | ﹤0.01% | 452 |
|
|
2022
Q3 | $40K | Buy |
376
+114
| +44% | +$12.1K | 0.01% | 347 |
|
|
2022
Q2 | $28K | Sell |
262
-22
| -8% | -$2.35K | 0.01% | 366 |
|
|
2022
Q1 | $29K | Hold |
284
| – | – | 0.01% | 273 |
|
|
2021
Q4 | $21K | Buy |
284
+100
| +54% | +$7.39K | ﹤0.01% | 259 |
|
|
2021
Q3 | $13K | Hold |
184
| – | – | ﹤0.01% | 246 |
|
|
2021
Q2 | $14K | Hold |
184
| – | – | ﹤0.01% | 246 |
|
|
2021
Q1 | $13K | Hold |
184
| – | – | ﹤0.01% | 257 |
|
|
2020
Q4 | $10K | Sell |
184
-71
| -28% | -$3.86K | ﹤0.01% | 269 |
|
|
2020
Q3 | $11K | Buy |
255
+71
| +39% | +$3.06K | 0.01% | 241 |
|
|
2020
Q2 | $11K | Hold |
184
| – | – | 0.01% | 160 |
|
|
2020
Q1 | $8K | Hold |
184
| – | – | ﹤0.01% | 151 |
|
|
2019
Q4 | $17K | Hold |
184
| – | – | 0.01% | 163 |
|
|
2019
Q3 | $16K | Sell |
184
-7
| -4% | -$609 | 0.01% | 168 |
|
|
2019
Q2 | $16K | Hold |
191
| – | – | 0.01% | 196 |
|
|
2019
Q1 | $16K | Buy |
191
+7
| +4% | +$586 | 0.01% | 168 |
|
|
2018
Q4 | $14K | Hold |
184
| – | – | ﹤0.01% | 174 |
|
|
2018
Q3 | $21K | Hold |
184
| – | – | 0.02% | 172 |
|
|
2018
Q2 | $20K | Hold |
184
| – | – | 0.02% | 177 |
|
|
2018
Q1 | $17K | Hold |
184
| – | – | 0.02% | 198 |
|
|
2017
Q4 | $17K | Buy |
+184
| New | +$17K | 0.02% | 198 |
|