Evoke Wealth’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 | $762K | Buy |
5,669
+1,172
| +26% | +$158K | 0.02% | 263 |
|
|
2025
Q1 | $594K | Buy |
4,497
+228
| +5% | +$30.1K | 0.02% | 253 |
|
|
2024
Q4 | $523K | Sell |
4,269
-158
| -4% | -$19.4K | 0.01% | 260 |
|
|
2024
Q3 | $598K | Buy |
+4,427
| New | +$598K | 0.02% | 232 |
|
|
2024
Q2 | – | Sell |
-3,870
| Closed | -$661K | – | 379 |
|
|
2024
Q1 | $661K | Buy |
+3,870
| New | +$661K | 0.02% | 212 |
|
|
2023
Q4 | – | Sell |
-3,786
| Closed | -$537K | – | 348 |
|
|
2023
Q3 | $537K | Sell |
3,786
-42
| -1% | -$5.95K | 0.02% | 229 |
|
|
2023
Q2 | $449K | Buy |
3,828
+406
| +12% | +$47.6K | 0.02% | 232 |
|
|
2023
Q1 | $478K | Buy |
3,422
+40
| +1% | +$5.58K | 0.02% | 218 |
|
|
2022
Q4 | $429K | Sell |
3,382
-41
| -1% | -$5.2K | 0.02% | 231 |
|
|
2022
Q3 | $366K | Sell |
3,423
-394
| -10% | -$42.1K | 0.01% | 242 |
|
|
2022
Q2 | $406K | Buy |
3,817
+398
| +12% | +$42.3K | 0.02% | 242 |
|
|
2022
Q1 | $347K | Buy |
3,419
+1
| +0% | +$101 | 0.01% | 269 |
|
|
2021
Q4 | $257K | Buy |
3,418
+43
| +1% | +$3.23K | 0.01% | 332 |
|
|
2021
Q3 | $238K | Buy |
3,375
+2,125
| +170% | +$150K | 0.01% | 316 |
|
|
2021
Q2 | $98K | Hold |
1,250
| – | – | ﹤0.01% | 443 |
|
|
2021
Q1 | $90K | Hold |
1,250
| – | – | ﹤0.01% | 388 |
|
|
2020
Q4 | $71K | Buy |
1,250
+1,096
| +712% | +$62.3K | ﹤0.01% | 329 |
|
|
2020
Q3 | $7K | Sell |
154
-1
| -0.6% | -$45 | ﹤0.01% | 613 |
|
|
2020
Q2 | $9K | Sell |
155
-320
| -67% | -$18.6K | ﹤0.01% | 572 |
|
|
2020
Q1 | $21.6K | Sell |
475
-180
| -27% | -$8.17K | ﹤0.01% | 426 |
|
|
2019
Q4 | $61.4K | Sell |
655
-11,218
| -94% | -$1.05M | 0.01% | 377 |
|
|
2019
Q3 | $1.01M | Buy |
+11,873
| New | +$1.01M | 0.12% | 90 |
|