Evernest Financial Advisors’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	$672K	Hold	5,000	–	–	0.22%	93
2025 Q1	$660K	Sell	5,000 -125	-2%	-$16.5K	0.24%	90
2024 Q4	$628K	Buy	+5,125	New	+$628K	0.16%	94