CVA Family Office’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 | $142K | Buy |
1,058
+211
| +25% | +$28.4K | 0.02% | 344 |
|
|
2025
Q1 | $112K | Buy |
847
+53
| +7% | +$7K | 0.02% | 373 |
|
|
2024
Q4 | $97.3K | Sell |
794
-46
| -5% | -$5.64K | 0.02% | 397 |
|
|
2024
Q3 | $113K | Buy |
840
+32
| +4% | +$4.32K | 0.02% | 348 |
|
|
2024
Q2 | $127K | Buy |
808
+16
| +2% | +$2.51K | 0.02% | 318 |
|
|
2024
Q1 | $135K | Sell |
792
-7
| -0.9% | -$1.2K | 0.02% | 307 |
|
|
2023
Q4 | $104K | Buy |
+799
| New | +$104K | 0.02% | 329 |
|
|
2023
Q3 | – | Sell |
-734
| Closed | -$86.1K | – | 920 |
|
|
2023
Q2 | $86.1K | Buy |
734
+14
| +2% | +$1.64K | 0.02% | 335 |
|
|
2023
Q1 | $101K | Buy |
720
+75
| +12% | +$10.5K | 0.02% | 310 |
|
|
2022
Q4 | $81.8K | Sell |
645
-30
| -4% | -$3.81K | 0.02% | 310 |
|
|
2022
Q3 | $72K | Buy |
675
+35
| +5% | +$3.73K | 0.02% | 293 |
|
|
2022
Q2 | $68K | Hold |
640
| – | – | 0.02% | 303 |
|
|
2022
Q1 | $65K | Buy |
640
+105
| +20% | +$10.7K | 0.02% | 345 |
|
|
2021
Q4 | $40K | Buy |
+535
| New | +$40K | 0.01% | 404 |
|
|
2021
Q3 | – | Sell |
-380
| Closed | -$30K | – | 866 |
|
|
2021
Q2 | $30K | Buy |
380
+30
| +9% | +$2.37K | 0.01% | 443 |
|
|
2021
Q1 | $25K | Buy |
+350
| New | +$25K | 0.01% | 368 |
|