Exencial 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 | $557K | Buy |
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|
2025
Q2 | $408K | Buy |
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|
2025
Q1 | $401K | Buy |
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|
2024
Q4 | $365K | Sell |
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|
2024
Q3 | $408K | Buy |
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|
2024
Q2 | $470K | Buy |
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|
2024
Q1 | $499K | Sell |
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|
2023
Q4 | $414K | Buy |
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|
2023
Q3 | $411K | Sell |
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|
2023
Q2 | $344K | Sell |
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|
2023
Q1 | $413K | Sell |
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|
2022
Q4 | $2.43M | Sell |
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|
2022
Q3 | $2.24M | Sell |
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|
2022
Q2 | $3.67M | Sell |
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|
2022
Q1 | $3.51M | Buy |
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|
2021
Q4 | $2.47M | Buy |
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|
2021
Q3 | $2.27M | Sell |
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|
2021
Q2 | $2.61M | Buy |
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|
2021
Q1 | $2.34M | Buy |
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|
2020
Q4 | $1.72M | Sell |
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|
2020
Q3 | $2.68M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $396K | Sell |
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|
2019
Q3 | $417K | Hold |
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|
2019
Q2 | $419K | Hold |
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|
2019
Q1 | $415K | Hold |
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|
2018
Q4 | $367K | Buy |
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|
2018
Q3 | $548K | Hold |
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|
2018
Q2 | $534K | Buy |
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|
2018
Q1 | $317K | Hold |
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|
2017
Q4 | $314K | Sell |
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|
2017
Q3 | $282K | Hold |
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|
2017
Q2 | $247K | Hold |
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|
2017
Q1 | $233K | Sell |
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|
2016
Q4 | $262K | Hold |
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|
2016
Q3 | $227K | Sell |
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|
2016
Q2 | $200K | Buy |
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