Essex Investment 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 | $847K | Hold |
6,302
| – | – | 0.15% | 145 |
|
|
2025
Q1 | $832K | Sell |
6,302
-360
| -5% | -$47.5K | 0.17% | 149 |
|
|
2024
Q4 | $817K | Hold |
6,662
| – | – | 0.15% | 153 |
|
|
2024
Q3 | $900K | Hold |
6,662
| – | – | 0.16% | 151 |
|
|
2024
Q2 | $1.04M | Sell |
6,662
-2,857
| -30% | -$448K | 0.2% | 150 |
|
|
2024
Q1 | $1.62M | Hold |
9,519
| – | – | 0.32% | 122 |
|
|
2023
Q4 | $1.24M | Sell |
9,519
-166
| -2% | -$21.6K | 0.24% | 143 |
|
|
2023
Q3 | $1.37M | Hold |
9,685
| – | – | 0.22% | 149 |
|
|
2023
Q2 | $1.14M | Hold |
9,685
| – | – | 0.16% | 191 |
|
|
2023
Q1 | $1.35M | Hold |
9,685
| – | – | 0.2% | 159 |
|
|
2022
Q4 | $1.23M | Hold |
9,685
| – | – | 0.19% | 164 |
|
|
2022
Q3 | $1.04M | Sell |
9,685
-245
| -2% | -$26.2K | 0.17% | 184 |
|
|
2022
Q2 | $1.06M | Sell |
9,930
-17,783
| -64% | -$1.89M | 0.17% | 182 |
|
|
2022
Q1 | $2.81M | Buy |
27,713
+17,783
| +179% | +$1.81M | 0.35% | 82 |
|
|
2021
Q4 | $746K | Hold |
9,930
| – | – | 0.09% | 252 |
|
|
2021
Q3 | $701K | Hold |
9,930
| – | – | 0.09% | 248 |
|
|
2021
Q2 | $775K | Sell |
9,930
-2,575
| -21% | -$201K | 0.09% | 251 |
|
|
2021
Q1 | $895K | Sell |
12,505
-21
| -0.2% | -$1.5K | 0.11% | 242 |
|
|
2020
Q4 | $709K | Sell |
12,526
-21
| -0.2% | -$1.19K | 0.09% | 261 |
|
|
2020
Q3 | $544K | Sell |
12,547
-4,973
| -28% | -$216K | 0.08% | 291 |
|
|
2020
Q2 | $1.03M | Buy |
+17,520
| New | +$1.03M | 0.17% | 192 |
|