Everhart Financial Group’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 | $252K | Buy |
1,873
+238
| +15% | +$32K | 0.03% | 302 |
|
|
2025
Q1 | $216K | Buy |
+1,635
| New | +$216K | 0.03% | 313 |
|
|
2024
Q4 | – | Sell |
-1,643
| Closed | -$222K | – | 331 |
|
|
2024
Q3 | $222K | Buy |
1,643
+277
| +20% | +$37.4K | 0.05% | 300 |
|
|
2024
Q2 | $214K | Buy |
1,366
+71
| +5% | +$11.1K | 0.06% | 278 |
|
|
2024
Q1 | $221K | Buy |
+1,295
| New | +$221K | 0.06% | 255 |
|