Doyle Wealth Management’s Valero Energy VLO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$1.89M Buy
17,684
+184
+1% +$19.7K 0.16% 83
2022
Q2
$1.86M Sell
17,500
-840
-5% -$89.3K 0.15% 85
2022
Q1
$1.86M Buy
18,340
+197
+1% +$20K 0.13% 88
2021
Q4
$1.36M Buy
18,143
+611
+3% +$45.9K 0.1% 98
2021
Q3
$1.24M Buy
17,532
+81
+0.5% +$5.72K 0.1% 96
2021
Q2
$1.36M Buy
17,451
+2,185
+14% +$171K 0.11% 95
2021
Q1
$1.09M Sell
15,266
-252
-2% -$18K 0.1% 101
2020
Q4
$878K Sell
15,518
-3,565
-19% -$202K 0.09% 108
2020
Q3
$827K Sell
19,083
-2,463
-11% -$107K 0.1% 101
2020
Q2
$1.27M Sell
21,546
-4,120
-16% -$242K 0.17% 71
2020
Q1
$1.16M Sell
25,666
-2,241
-8% -$102K 0.19% 61
2019
Q4
$2.61M Buy
27,907
+1,549
+6% +$145K 0.33% 54
2019
Q3
$2.25M Sell
26,358
-944
-3% -$80.5K 0.31% 53
2019
Q2
$2.34M Buy
27,302
+680
+3% +$58.2K 0.32% 53
2019
Q1
$2.23M Buy
26,622
+4,023
+18% +$337K 0.32% 52
2018
Q4
$1.69M Buy
+22,599
New +$1.69M 0.29% 50