EWM
Evermay Wealth Management’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $114K | Hold |
850
| – | – | 0.01% | 249 |
|
|
2025
Q1 | $112K | Hold |
850
| – | – | 0.01% | 251 |
|
|
2024
Q4 | $104K | Hold |
850
| – | – | 0.02% | 256 |
|
|
2024
Q3 | $115K | Hold |
850
| – | – | 0.02% | 255 |
|
|
2024
Q2 | $133K | Hold |
850
| – | – | 0.02% | 235 |
|
|
2024
Q1 | $145K | Sell |
850
-3
| -0.4% | -$512 | 0.02% | 228 |
|
|
2023
Q4 | $111K | Buy |
853
+3
| +0.4% | +$390 | 0.02% | 247 |
|
|
2023
Q3 | $120K | Hold |
850
| – | – | 0.02% | 214 |
|
|
2023
Q2 | $99.7K | Sell |
850
-80
| -9% | -$9.38K | 0.02% | 245 |
|
|
2023
Q1 | $130K | Sell |
930
-200
| -18% | -$27.9K | 0.03% | 209 |
|
|
2022
Q4 | $143K | Sell |
1,130
-90
| -7% | -$11.4K | 0.03% | 193 |
|
|
2022
Q3 | $130K | Hold |
1,220
| – | – | 0.03% | 196 |
|
|
2022
Q2 | $130K | Sell |
1,220
-3,039
| -71% | -$324K | 0.03% | 192 |
|
|
2022
Q1 | $432K | Sell |
4,259
-1,475
| -26% | -$150K | 0.07% | 120 |
|
|
2021
Q4 | $431K | Sell |
5,734
-152
| -3% | -$11.4K | 0.08% | 108 |
|
|
2021
Q3 | $415K | Sell |
5,886
-184
| -3% | -$13K | 0.08% | 98 |
|
|
2021
Q2 | $474K | Buy |
6,070
+20
| +0.3% | +$1.56K | 0.09% | 100 |
|
|
2021
Q1 | $433K | Sell |
6,050
-730
| -11% | -$52.2K | 0.09% | 103 |
|
|
2020
Q4 | $384K | Sell |
6,780
-4,345
| -39% | -$246K | 0.08% | 113 |
|
|
2020
Q3 | $482K | Sell |
11,125
-925
| -8% | -$40.1K | 0.12% | 79 |
|
|
2020
Q2 | $709K | Sell |
12,050
-1,890
| -14% | -$111K | 0.19% | 60 |
|
|
2020
Q1 | $632K | Sell |
13,940
-2,658
| -16% | -$121K | 0.19% | 56 |
|
|
2019
Q4 | $1.55M | Buy |
16,598
+355
| +2% | +$33.2K | 0.38% | 34 |
|
|
2019
Q3 | $1.39M | Buy |
16,243
+591
| +4% | +$50.4K | 0.38% | 33 |
|
|
2019
Q2 | $1.34M | Buy |
15,652
+1,715
| +12% | +$147K | 0.37% | 34 |
|
|
2019
Q1 | $1.18M | Buy |
13,937
+380
| +3% | +$32.2K | 0.33% | 35 |
|
|
2018
Q4 | $1.02M | Buy |
13,557
+2,170
| +19% | +$163K | 0.33% | 38 |
|
|
2018
Q3 | $1.3M | Sell |
11,387
-150
| -1% | -$17.1K | 0.4% | 31 |
|
|
2018
Q2 | $1.28M | Sell |
11,537
-43
| -0.4% | -$4.77K | 0.43% | 31 |
|
|
2018
Q1 | $1.07M | Buy |
11,580
+6,680
| +136% | +$620K | 0.37% | 34 |
|
|
2017
Q4 | $450K | Buy |
+4,900
| New | +$450K | 0.16% | 69 |
|