Evercore Wealth Management’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1.17M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $205K | Sell |
|
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|
2019
Q3 | $978K | Hold |
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|
2019
Q2 | $982K | Buy |
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|
2019
Q1 | $969K | Buy |
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|
2018
Q4 | $856K | Buy |
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|
2018
Q3 | $1.13M | Sell |
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|
2018
Q2 | $1.35M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $1.03M | Hold |
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|
2017
Q3 | $861K | Buy |
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|
2017
Q2 | $104K | Sell |
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|
2017
Q1 | $104K | Sell |
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|
2016
Q4 | $110K | Sell |
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|
2016
Q3 | $279K | Sell |
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|
2016
Q2 | $370K | Sell |
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|
2016
Q1 | $478K | Sell |
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|
2015
Q4 | $537K | Hold |
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|
2015
Q3 | $456K | Sell |
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|
2015
Q2 | $481K | Sell |
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|
2015
Q1 | $505K | Buy |
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|
2014
Q4 | $102K | Buy |
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|
2014
Q3 | $79K | Sell |
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|
2014
Q2 | $91K | Buy |
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|
2014
Q1 | $92K | Buy |
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|
2013
Q4 | $38K | Hold |
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|
2013
Q3 | $26K | Buy |
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|
2013
Q2 | $24K | Buy |
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