Empirical 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $229K | Sell |
1,701
-772
| -31% | -$104K | 0.01% | 596 |
|
|
2025
Q1 | $327K | Buy |
2,473
+161
| +7% | +$21.3K | 0.01% | 494 |
|
|
2024
Q4 | $283K | Buy |
2,312
+100
| +5% | +$12.3K | 0.01% | 510 |
|
|
2024
Q3 | $299K | Buy |
2,212
+4
| +0.2% | +$540 | 0.01% | 463 |
|
|
2024
Q2 | $346K | Buy |
2,208
+111
| +5% | +$17.4K | 0.01% | 424 |
|
|
2024
Q1 | $358K | Sell |
2,097
-44
| -2% | -$7.51K | 0.01% | 395 |
|
|
2023
Q4 | $278K | Buy |
2,141
+5
| +0.2% | +$650 | 0.01% | 410 |
|
|
2023
Q3 | $303K | Buy |
2,136
+59
| +3% | +$8.36K | 0.01% | 366 |
|
|
2023
Q2 | $244K | Buy |
2,077
+14
| +0.7% | +$1.64K | 0.01% | 401 |
|
|
2023
Q1 | $288K | Sell |
2,063
-224
| -10% | -$31.3K | 0.01% | 395 |
|
|
2022
Q4 | $290K | Sell |
2,287
-1,154
| -34% | -$146K | 0.01% | 383 |
|
|
2022
Q3 | $368K | Buy |
3,441
+642
| +23% | +$68.7K | 0.02% | 343 |
|
|
2022
Q2 | $297K | Buy |
2,799
+113
| +4% | +$12K | 0.02% | 389 |
|
|
2022
Q1 | $272K | Sell |
2,686
-118
| -4% | -$11.9K | 0.01% | 421 |
|
|
2021
Q4 | $211K | Buy |
+2,804
| New | +$211K | 0.01% | 491 |
|
|
2021
Q3 | – | Sell |
-3,451
| Closed | -$269K | – | 481 |
|
|
2021
Q2 | $269K | Buy |
3,451
+168
| +5% | +$13.1K | 0.02% | 385 |
|
|
2021
Q1 | $235K | Sell |
3,283
-2,821
| -46% | -$202K | 0.02% | 350 |
|
|
2020
Q4 | $345K | Buy |
6,104
+1,257
| +26% | +$71K | 0.03% | 291 |
|
|
2020
Q3 | $210K | Sell |
4,847
-2,932
| -38% | -$127K | 0.02% | 323 |
|
|
2020
Q2 | $458K | Buy |
7,779
+2,419
| +45% | +$142K | 0.04% | 222 |
|
|
2020
Q1 | $243K | Buy |
5,360
+807
| +18% | +$36.6K | 0.03% | 268 |
|
|
2019
Q4 | $426K | Buy |
4,553
+1,705
| +60% | +$160K | 0.05% | 208 |
|
|
2019
Q3 | $243K | Buy |
+2,848
| New | +$243K | 0.03% | 252 |
|
|
2019
Q2 | – | Sell |
-2,823
| Closed | -$239K | – | 269 |
|
|
2019
Q1 | $239K | Buy |
+2,823
| New | +$239K | 0.03% | 210 |
|