Douglass Winthrop 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
Q1 | – | Sell |
-8,385
| Closed | -$1.03M | – | 298 |
|
|
2024
Q4 | $1.03M | Hold |
8,385
| – | – | 0.02% | 138 |
|
|
2024
Q3 | $1.13M | Hold |
8,385
| – | – | 0.02% | 132 |
|
|
2024
Q2 | $1.31M | Sell |
8,385
-92
| -1% | -$14.4K | 0.03% | 116 |
|
|
2024
Q1 | $1.45M | Hold |
8,477
| – | – | 0.03% | 114 |
|
|
2023
Q4 | $1.1M | Buy |
8,477
+92
| +1% | +$12K | 0.02% | 117 |
|
|
2023
Q3 | $1.19M | Hold |
8,385
| – | – | 0.03% | 109 |
|
|
2023
Q2 | $984K | Sell |
8,385
-90
| -1% | -$10.6K | 0.02% | 121 |
|
|
2023
Q1 | $1.18M | Sell |
8,475
-835
| -9% | -$117K | 0.03% | 112 |
|
|
2022
Q4 | $1.18M | Sell |
9,310
-2,514
| -21% | -$319K | 0.03% | 115 |
|
|
2022
Q3 | $1.26M | Sell |
11,824
-1,666
| -12% | -$178K | 0.04% | 111 |
|
|
2022
Q2 | $1.43M | Buy |
13,490
+90
| +0.7% | +$9.57K | 0.04% | 112 |
|
|
2022
Q1 | $1.36M | Hold |
13,400
| – | – | 0.03% | 119 |
|
|
2021
Q4 | $1.01M | Hold |
13,400
| – | – | 0.02% | 131 |
|
|
2021
Q3 | $946K | Hold |
13,400
| – | – | 0.02% | 138 |
|
|
2021
Q2 | $1.05M | Hold |
13,400
| – | – | 0.03% | 134 |
|
|
2021
Q1 | $959K | Sell |
13,400
-3,920
| -23% | -$281K | 0.03% | 137 |
|
|
2020
Q4 | $980K | Hold |
17,320
| – | – | 0.03% | 127 |
|
|
2020
Q3 | $750K | Hold |
17,320
| – | – | 0.02% | 135 |
|
|
2020
Q2 | $1.02M | Hold |
17,320
| – | – | 0.04% | 106 |
|
|
2020
Q1 | $786K | Hold |
17,320
| – | – | 0.04% | 114 |
|
|
2019
Q4 | $1.62M | Hold |
17,320
| – | – | 0.06% | 99 |
|
|
2019
Q3 | $1.48M | Hold |
17,320
| – | – | 0.06% | 105 |
|
|
2019
Q2 | $1.48M | Hold |
17,320
| – | – | 0.06% | 102 |
|
|
2019
Q1 | $1.47M | Sell |
17,320
-40
| -0.2% | -$3.39K | 0.06% | 98 |
|
|
2018
Q4 | $1.3M | Hold |
17,360
| – | – | 0.06% | 104 |
|
|
2018
Q3 | $1.98M | Sell |
17,360
-460
| -3% | -$52.3K | 0.09% | 92 |
|
|
2018
Q2 | $1.98M | Hold |
17,820
| – | – | 0.09% | 106 |
|
|
2018
Q1 | $1.65M | Sell |
17,820
-42
| -0.2% | -$3.9K | 0.08% | 116 |
|
|
2017
Q4 | $1.64M | Buy |
17,862
+42
| +0.2% | +$3.86K | 0.09% | 98 |
|
|
2017
Q3 | $1.37M | Hold |
17,820
| – | – | 0.08% | 106 |
|
|
2017
Q2 | $1.2M | Sell |
17,820
-500
| -3% | -$33.7K | 0.07% | 108 |
|
|
2017
Q1 | $1.21M | Hold |
18,320
| – | – | 0.08% | 111 |
|
|
2016
Q4 | $1.25M | Sell |
18,320
-81
| -0.4% | -$5.54K | 0.08% | 106 |
|
|
2016
Q3 | $975K | Buy |
18,401
+81
| +0.4% | +$4.29K | 0.07% | 120 |
|
|
2016
Q2 | $934K | Hold |
18,320
| – | – | 0.07% | 118 |
|
|
2016
Q1 | $1.18M | Sell |
18,320
-900
| -5% | -$57.7K | 0.08% | 103 |
|
|
2015
Q4 | $1.36M | Hold |
19,220
| – | – | 0.1% | 105 |
|
|
2015
Q3 | $1.16M | Hold |
19,220
| – | – | 0.09% | 110 |
|
|
2015
Q2 | $1.22M | Hold |
19,220
| – | – | 0.1% | 109 |
|
|
2015
Q1 | $1.22M | Sell |
19,220
-202
| -1% | -$12.9K | 0.1% | 109 |
|
|
2014
Q4 | $961K | Buy |
19,422
+202
| +1% | +$10K | 0.09% | 99 |
|
|
2014
Q3 | $889K | Hold |
19,220
| – | – | 0.08% | 101 |
|
|
2014
Q2 | $963K | Hold |
19,220
| – | – | 0.09% | 93 |
|
|
2014
Q1 | $1.02M | Hold |
19,220
| – | – | 0.1% | 88 |
|
|
2013
Q4 | $969K | Hold |
19,220
| – | – | 0.1% | 84 |
|
|
2013
Q3 | $656K | Hold |
19,220
| – | – | 0.08% | 99 |
|
|
2013
Q2 | $668K | Buy |
+19,220
| New | +$668K | 0.08% | 94 |
|