DAS
Diversify Advisory Services’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,874
| Closed | -$563K | – | 869 |
|
|
2025
Q1 | $563K | Sell |
4,874
-1,519
| -24% | -$175K | 0.04% | 336 |
|
|
2024
Q4 | $813K | Buy |
6,393
+1,338
| +26% | +$170K | 0.04% | 260 |
|
|
2024
Q3 | $686K | Buy |
5,055
+733
| +17% | +$99.5K | 0.04% | 318 |
|
|
2024
Q2 | $632K | Buy |
4,322
+1,174
| +37% | +$172K | 0.03% | 332 |
|
|
2024
Q1 | $543K | Buy |
+3,148
| New | +$543K | 0.03% | 402 |
|