EP Wealth Advisors’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.3M | Buy |
203,092
+10,005
| +5% | +$1.34M | 0.18% | 97 |
|
|
2025
Q1 | $25.5M | Buy |
193,087
+7,002
| +4% | +$925K | 0.2% | 89 |
|
|
2024
Q4 | $22.8M | Buy |
186,085
+4,365
| +2% | +$535K | 0.19% | 96 |
|
|
2024
Q3 | $24.5M | Buy |
181,720
+10,197
| +6% | +$1.38M | 0.21% | 93 |
|
|
2024
Q2 | $26.9M | Sell |
171,523
-2,513
| -1% | -$394K | 0.29% | 77 |
|
|
2024
Q1 | $29.7M | Sell |
174,036
-147,765
| -46% | -$25.2M | 0.35% | 72 |
|
|
2023
Q4 | $41.8M | Buy |
321,801
+3,762
| +1% | +$489K | 0.53% | 51 |
|
|
2023
Q3 | $45.1M | Buy |
318,039
+128,398
| +68% | +$18.2M | 0.7% | 34 |
|
|
2023
Q2 | $37.5M | Sell |
189,641
-1,280,784
| -87% | -$253M | 0.54% | 43 |
|
|
2023
Q1 | $108M | Buy |
1,470,425
+1,151,119
| +361% | +$84.8M | 1.86% | 8 |
|
|
2022
Q4 | $40.5M | Sell |
319,306
-19,721
| -6% | -$2.5M | 0.73% | 38 |
|
|
2022
Q3 | $36.2M | Sell |
339,027
-14,901
| -4% | -$1.59M | 0.82% | 31 |
|
|
2022
Q2 | $37.6M | Sell |
353,928
-32,781
| -8% | -$3.48M | 0.85% | 31 |
|
|
2022
Q1 | $39.3M | Buy |
386,709
+4,977
| +1% | +$505K | 0.86% | 27 |
|
|
2021
Q4 | $28.7M | Buy |
381,732
+14,293
| +4% | +$1.07M | 0.68% | 38 |
|
|
2021
Q3 | $25.9M | Buy |
367,439
+40,080
| +12% | +$2.83M | 0.71% | 38 |
|
|
2021
Q2 | $25.6M | Buy |
327,359
+11,548
| +4% | +$902K | 0.71% | 38 |
|
|
2021
Q1 | $22.6M | Buy |
315,811
+18,385
| +6% | +$1.32M | 0.72% | 37 |
|
|
2020
Q4 | $16.8M | Buy |
297,426
+34,498
| +13% | +$1.95M | 0.59% | 40 |
|
|
2020
Q3 | $11.4M | Buy |
262,928
+37,629
| +17% | +$1.63M | 0.49% | 45 |
|
|
2020
Q2 | $13.3M | Buy |
225,299
+87,719
| +64% | +$5.16M | 0.57% | 42 |
|
|
2020
Q1 | $6.24M | Buy |
137,580
+129,461
| +1,595% | +$5.87M | 0.31% | 59 |
|
|
2019
Q4 | $760K | Sell |
8,119
-1,304
| -14% | -$122K | 0.03% | 222 |
|
|
2019
Q3 | $803K | Sell |
9,423
-1,331
| -12% | -$113K | 0.04% | 186 |
|
|
2019
Q2 | $921K | Buy |
+10,754
| New | +$921K | 0.06% | 141 |
|
|
2019
Q1 | – | Sell |
-11,190
| Closed | -$839K | – | 276 |
|
|
2018
Q4 | $839K | Buy |
11,190
+5,353
| +92% | +$401K | 0.06% | 134 |
|
|
2018
Q3 | $664K | Buy |
+5,837
| New | +$664K | 0.05% | 156 |
|