EverSource Wealth Advisors’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.34M | Sell |
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|
2025
Q2 | $1.12M | Buy |
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|
2025
Q1 | $910K | Buy |
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|
2024
Q4 | $772K | Buy |
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|
2024
Q3 | $822K | Buy |
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|
2024
Q2 | $960K | Buy |
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|
2024
Q1 | $747K | Sell |
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|
2023
Q4 | $616K | Sell |
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|
2023
Q3 | $679K | Sell |
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|
2023
Q2 | $589K | Buy |
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|
2023
Q1 | $656K | Buy |
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|
2022
Q4 | $595K | Sell |
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|
2022
Q3 | $603K | Buy |
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|
2022
Q2 | $85K | Buy |
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|
2022
Q1 | $40K | Buy |
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|
2021
Q4 | $27K | Buy |
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