EP Wealth Advisors’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.3M | Buy |
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|
2025
Q1 | $25.5M | Buy |
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|
2024
Q4 | $22.8M | Buy |
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|
2024
Q3 | $24.5M | Buy |
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|
2024
Q2 | $26.9M | Sell |
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|
2024
Q1 | $29.7M | Sell |
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|
2023
Q4 | $41.8M | Buy |
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|
2023
Q3 | $45.1M | Buy |
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|
2023
Q2 | $37.5M | Sell |
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|
2023
Q1 | $108M | Buy |
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|
2022
Q4 | $40.5M | Sell |
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|
2022
Q3 | $36.2M | Sell |
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|
2022
Q2 | $37.6M | Sell |
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|
2022
Q1 | $39.3M | Buy |
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|
2021
Q4 | $28.7M | Buy |
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|
2021
Q3 | $25.9M | Buy |
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|
2021
Q2 | $25.6M | Buy |
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|
2021
Q1 | $22.6M | Buy |
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|
2020
Q4 | $16.8M | Buy |
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|
2020
Q3 | $11.4M | Buy |
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|
2020
Q2 | $13.3M | Buy |
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|
2020
Q1 | $6.24M | Buy |
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|
2019
Q4 | $760K | Sell |
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|
2019
Q3 | $803K | Sell |
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|
2019
Q2 | $921K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $839K | Buy |
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|
2018
Q3 | $664K | Buy |
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