FA
Fiduciary Alliance’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $445K | Sell |
3,312
-506
| -13% | -$68K | 0.03% | 338 |
|
|
2025
Q1 | $504K | Buy |
3,818
+774
| +25% | +$102K | 0.05% | 252 |
|
|
2024
Q4 | $373K | Buy |
3,044
+376
| +14% | +$46.1K | 0.04% | 269 |
|
|
2024
Q3 | $360K | Buy |
2,668
+1
| +0% | +$135 | 0.05% | 190 |
|
|
2024
Q2 | $421K | Buy |
+2,667
| New | +$421K | 0.07% | 142 |
|
|
2023
Q3 | – | Sell |
-1,058
| Closed | -$124K | – | 921 |
|
|
2023
Q2 | $124K | Sell |
1,058
-54,486
| -98% | -$6.39M | 0.03% | 192 |
|
|
2023
Q1 | $7.75M | Buy |
55,544
+6,622
| +14% | +$924K | 1.95% | 14 |
|
|
2022
Q4 | $6.21M | Buy |
+48,922
| New | +$6.21M | 1.61% | 18 |
|