EFS
Essex Financial Services’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $503K | Sell |
3,743
-708
| -16% | -$95.2K | 0.03% | 409 |
|
|
2025
Q1 | $588K | Sell |
4,451
-75
| -2% | -$9.91K | 0.04% | 342 |
|
|
2024
Q4 | $555K | Buy |
4,526
+1,312
| +41% | +$161K | 0.04% | 357 |
|
|
2024
Q3 | $436K | Sell |
3,214
-387
| -11% | -$52.5K | 0.03% | 408 |
|
|
2024
Q2 | $546K | Buy |
3,601
+809
| +29% | +$123K | 0.04% | 360 |
|
|
2024
Q1 | $477K | Sell |
2,792
-241
| -8% | -$41.1K | 0.04% | 336 |
|
|
2023
Q4 | $394K | Buy |
3,033
+544
| +22% | +$70.7K | 0.04% | 348 |
|
|
2023
Q3 | $353K | Sell |
2,489
-28
| -1% | -$3.97K | 0.04% | 346 |
|
|
2023
Q2 | $295K | Sell |
2,517
-2,066
| -45% | -$242K | 0.03% | 373 |
|
|
2023
Q1 | $640K | Buy |
4,583
+61
| +1% | +$8.52K | 0.07% | 250 |
|
|
2022
Q4 | $573K | Buy |
4,522
+509
| +13% | +$64.5K | 0.06% | 256 |
|
|
2022
Q3 | $429K | Sell |
4,013
-1,788
| -31% | -$191K | 0.05% | 279 |
|
|
2022
Q2 | $617K | Buy |
5,801
+3,154
| +119% | +$335K | 0.07% | 244 |
|
|
2022
Q1 | $269K | Sell |
2,647
-44
| -2% | -$4.47K | 0.03% | 409 |
|
|
2021
Q4 | $202K | Buy |
+2,691
| New | +$202K | 0.02% | 475 |
|
|
2021
Q3 | – | Sell |
-2,808
| Closed | -$201K | – | 484 |
|
|
2021
Q2 | $201K | Hold |
2,808
| – | – | 0.03% | 443 |
|
|
2021
Q1 | $201K | Buy |
+2,808
| New | +$201K | 0.04% | 342 |
|
|
2020
Q3 | – | Sell |
-3,815
| Closed | -$224K | – | 292 |
|
|
2020
Q2 | $224K | Buy |
+3,815
| New | +$224K | 0.07% | 228 |
|
|
2020
Q1 | – | Sell |
-4,200
| Closed | -$393K | – | 278 |
|
|
2019
Q4 | $393K | Sell |
4,200
-112
| -3% | -$10.5K | 0.11% | 172 |
|
|
2019
Q3 | $368K | Buy |
4,312
+47
| +1% | +$4.01K | 0.12% | 165 |
|
|
2019
Q2 | $365K | Sell |
4,265
-313
| -7% | -$26.8K | 0.11% | 165 |
|
|
2019
Q1 | $388K | Buy |
4,578
+38
| +0.8% | +$3.22K | 0.12% | 153 |
|
|
2018
Q4 | $340K | Sell |
4,540
-776
| -15% | -$58.1K | 0.1% | 166 |
|
|
2018
Q3 | $605K | Sell |
5,316
-36
| -0.7% | -$4.1K | 0.13% | 140 |
|
|
2018
Q2 | $593K | Sell |
5,352
-206
| -4% | -$22.8K | 0.14% | 137 |
|
|
2018
Q1 | $516K | Buy |
5,558
+505
| +10% | +$46.9K | 0.1% | 191 |
|
|
2017
Q4 | $464K | Sell |
5,053
-2,129
| -30% | -$195K | 0.11% | 163 |
|
|
2017
Q3 | $553K | Buy |
7,182
+55
| +0.8% | +$4.24K | 0.14% | 141 |
|
|
2017
Q2 | $481K | Sell |
7,127
-707
| -9% | -$47.7K | 0.1% | 196 |
|
|
2017
Q1 | $519K | Buy |
7,834
+167
| +2% | +$11.1K | 0.12% | 174 |
|
|
2016
Q4 | $524K | Sell |
7,667
-975
| -11% | -$66.6K | 0.11% | 169 |
|
|
2016
Q3 | $458K | Sell |
8,642
-768
| -8% | -$40.7K | 0.11% | 176 |
|
|
2016
Q2 | $480K | Sell |
9,410
-303
| -3% | -$15.5K | 0.12% | 169 |
|
|
2016
Q1 | $623K | Buy |
9,713
+136
| +1% | +$8.72K | 0.15% | 146 |
|
|
2015
Q4 | $677K | Buy |
9,577
+395
| +4% | +$27.9K | 0.16% | 142 |
|
|
2015
Q3 | $552K | Buy |
9,182
+812
| +10% | +$48.8K | 0.14% | 159 |
|
|
2015
Q2 | $524K | Buy |
8,370
+1,108
| +15% | +$69.4K | 0.13% | 176 |
|
|
2015
Q1 | $462K | Buy |
7,262
+256
| +4% | +$16.3K | 0.12% | 192 |
|
|
2014
Q4 | $347K | Sell |
7,006
-340
| -5% | -$16.8K | 0.09% | 215 |
|
|
2014
Q3 | $340K | Buy |
7,346
+162
| +2% | +$7.5K | 0.1% | 212 |
|
|
2014
Q2 | $360K | Buy |
7,184
+4
| +0.1% | +$200 | 0.11% | 202 |
|
|
2014
Q1 | $381K | Buy |
7,180
+1,380
| +24% | +$73.2K | 0.12% | 182 |
|
|
2013
Q4 | $292K | Buy |
+5,800
| New | +$292K | 0.1% | 208 |
|