Elevated Capital 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
Q2
$763K Hold
5,777
0.21% 144
2025
Q1
$763K Buy
5,777
+160
+3% +$21.1K 0.21% 144
2024
Q4
$689K Buy
5,617
+1,440
+34% +$177K 0.19% 155
2024
Q3
$564K Sell
4,177
-25
-0.6% -$3.38K 0.15% 195
2024
Q2
$659K Buy
+4,202
New +$659K 0.19% 151