EverSource Wealth Advisors’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Buy |
8,305
+1,411
| +20% | +$190K | 0.05% | 250 |
|
|
2025
Q1 | $910K | Buy |
6,894
+598
| +9% | +$79K | 0.05% | 263 |
|
|
2024
Q4 | $772K | Buy |
6,296
+210
| +3% | +$25.7K | 0.04% | 283 |
|
|
2024
Q3 | $822K | Buy |
6,086
+148
| +2% | +$20K | 0.05% | 247 |
|
|
2024
Q2 | $960K | Buy |
5,938
+1,265
| +27% | +$205K | 0.06% | 218 |
|
|
2024
Q1 | $747K | Sell |
4,673
-68
| -1% | -$10.9K | 0.06% | 220 |
|
|
2023
Q4 | $616K | Sell |
4,741
-48
| -1% | -$6.24K | 0.06% | 223 |
|
|
2023
Q3 | $679K | Sell |
4,789
-229
| -5% | -$32.5K | 0.07% | 194 |
|
|
2023
Q2 | $589K | Buy |
5,018
+318
| +7% | +$37.3K | 0.06% | 215 |
|
|
2023
Q1 | $656K | Buy |
4,700
+9
| +0.2% | +$1.26K | 0.08% | 186 |
|
|
2022
Q4 | $595K | Sell |
4,691
-952
| -17% | -$121K | 0.09% | 177 |
|
|
2022
Q3 | $603K | Buy |
5,643
+4,837
| +600% | +$517K | 0.14% | 145 |
|
|
2022
Q2 | $85K | Buy |
806
+421
| +109% | +$44.4K | 0.02% | 424 |
|
|
2022
Q1 | $40K | Buy |
385
+25
| +7% | +$2.6K | 0.01% | 508 |
|
|
2021
Q4 | $27K | Buy |
+360
| New | +$27K | 0.01% | 574 |
|