DLA
Douglas Lane & Associates’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.21M | Buy |
31,332
+304
| +1% | +$40.9K | 0.06% | 131 |
|
|
2025
Q1 | $4.1M | Buy |
31,028
+500
| +2% | +$66K | 0.06% | 133 |
|
|
2024
Q4 | $3.74M | Buy |
30,528
+2,963
| +11% | +$363K | 0.05% | 136 |
|
|
2024
Q3 | $3.72M | Sell |
27,565
-3,446
| -11% | -$465K | 0.05% | 137 |
|
|
2024
Q2 | $4.86M | Sell |
31,011
-2,236
| -7% | -$351K | 0.07% | 131 |
|
|
2024
Q1 | $5.68M | Sell |
33,247
-220
| -0.7% | -$37.6K | 0.08% | 127 |
|
|
2023
Q4 | $4.35M | Sell |
33,467
-692
| -2% | -$90K | 0.07% | 127 |
|
|
2023
Q3 | $4.84M | Sell |
34,159
-5,660
| -14% | -$802K | 0.08% | 121 |
|
|
2023
Q2 | $4.67M | Sell |
39,819
-3,648
| -8% | -$428K | 0.08% | 120 |
|
|
2023
Q1 | $6.07M | Sell |
43,467
-3,026
| -7% | -$422K | 0.1% | 116 |
|
|
2022
Q4 | $5.9M | Sell |
46,493
-19,004
| -29% | -$2.41M | 0.1% | 115 |
|
|
2022
Q3 | $7M | Sell |
65,497
-62
| -0.1% | -$6.62K | 0.13% | 112 |
|
|
2022
Q2 | $6.97M | Sell |
65,559
-2,242
| -3% | -$238K | 0.12% | 113 |
|
|
2022
Q1 | $6.89M | Buy |
67,801
+1,385
| +2% | +$141K | 0.1% | 115 |
|
|
2021
Q4 | $4.99M | Sell |
66,416
-879
| -1% | -$66K | 0.07% | 119 |
|
|
2021
Q3 | $4.75M | Sell |
67,295
-326
| -0.5% | -$23K | 0.07% | 117 |
|
|
2021
Q2 | $5.28M | Sell |
67,621
-1,439
| -2% | -$112K | 0.07% | 113 |
|
|
2021
Q1 | $4.95M | Sell |
69,060
-1,183
| -2% | -$84.7K | 0.08% | 115 |
|
|
2020
Q4 | $3.97M | Buy |
70,243
+9,577
| +16% | +$542K | 0.07% | 114 |
|
|
2020
Q3 | $2.63M | Sell |
60,666
-1,894
| -3% | -$82K | 0.05% | 119 |
|
|
2020
Q2 | $3.68M | Sell |
62,560
-8,284
| -12% | -$487K | 0.08% | 107 |
|
|
2020
Q1 | $3.21M | Buy |
70,844
+149
| +0.2% | +$6.76K | 0.08% | 108 |
|
|
2019
Q4 | $6.62M | Sell |
70,695
-5,694
| -7% | -$533K | 0.12% | 104 |
|
|
2019
Q3 | $6.51M | Sell |
76,389
-920
| -1% | -$78.4K | 0.13% | 108 |
|
|
2019
Q2 | $6.62M | Sell |
77,309
-464
| -0.6% | -$39.7K | 0.13% | 105 |
|
|
2019
Q1 | $6.6M | Sell |
77,773
-9,187
| -11% | -$779K | 0.14% | 105 |
|
|
2018
Q4 | $6.52M | Sell |
86,960
-44,696
| -34% | -$3.35M | 0.15% | 104 |
|
|
2018
Q3 | $15M | Sell |
131,656
-271,969
| -67% | -$30.9M | 0.29% | 85 |
|
|
2018
Q2 | $44.7M | Sell |
403,625
-148,325
| -27% | -$16.4M | 0.95% | 48 |
|
|
2018
Q1 | $51.2M | Sell |
551,950
-20,201
| -4% | -$1.87M | 1.11% | 40 |
|
|
2017
Q4 | $52.6M | Sell |
572,151
-21,387
| -4% | -$1.97M | 1.11% | 40 |
|
|
2017
Q3 | $45.7M | Sell |
593,538
-36,590
| -6% | -$2.81M | 1.05% | 41 |
|
|
2017
Q2 | $42.5M | Sell |
630,128
-3,932
| -0.6% | -$265K | 1% | 43 |
|
|
2017
Q1 | $42M | Sell |
634,060
-7,048
| -1% | -$467K | 1.05% | 38 |
|
|
2016
Q4 | $43.8M | Sell |
641,108
-5,213
| -0.8% | -$356K | 1.12% | 39 |
|
|
2016
Q3 | $34.3M | Buy |
646,321
+52,530
| +9% | +$2.78M | 0.91% | 46 |
|
|
2016
Q2 | $30.3M | Buy |
593,791
+25,327
| +4% | +$1.29M | 0.87% | 50 |
|
|
2016
Q1 | $36.5M | Buy |
+568,464
| New | +$36.5M | 1% | 37 |
|