Financial Advocates Investment Management’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 | $630K | Sell |
4,690
-301
| -6% | -$40.5K | 0.05% | 307 |
|
|
2025
Q1 | $659K | Sell |
4,991
-313
| -6% | -$41.3K | 0.05% | 366 |
|
|
2024
Q4 | $650K | Sell |
5,304
-91
| -2% | -$11.2K | 0.04% | 389 |
|
|
2024
Q3 | $729K | Sell |
5,395
-55
| -1% | -$7.43K | 0.04% | 372 |
|
|
2024
Q2 | $854K | Sell |
5,450
-879
| -14% | -$138K | 0.05% | 326 |
|
|
2024
Q1 | $1.08M | Buy |
6,329
+175
| +3% | +$29.9K | 0.06% | 293 |
|
|
2023
Q4 | $800K | Buy |
6,154
+114
| +2% | +$14.8K | 0.05% | 333 |
|
|
2023
Q3 | $856K | Buy |
6,040
+1,081
| +22% | +$153K | 0.06% | 300 |
|
|
2023
Q2 | $582K | Buy |
4,959
+1,731
| +54% | +$203K | 0.04% | 367 |
|
|
2023
Q1 | $451K | Buy |
3,228
+20
| +0.6% | +$2.79K | 0.03% | 440 |
|
|
2022
Q4 | $407K | Sell |
3,208
-3,719
| -54% | -$472K | 0.03% | 482 |
|
|
2022
Q3 | $411K | Buy |
+6,927
| New | +$411K | 0.03% | 456 |
|
|
2022
Q1 | – | Sell |
-4,195
| Closed | -$315K | – | 812 |
|
|
2021
Q4 | $315K | Buy |
4,195
+29
| +0.7% | +$2.18K | 0.02% | 615 |
|
|
2021
Q3 | $294K | Buy |
4,166
+18
| +0.4% | +$1.27K | 0.02% | 618 |
|
|
2021
Q2 | $324K | Sell |
4,148
-72
| -2% | -$5.62K | 0.02% | 585 |
|
|
2021
Q1 | $302K | Sell |
4,220
-13
| -0.3% | -$930 | 0.02% | 588 |
|
|
2020
Q4 | $255K | Buy |
+4,233
| New | +$255K | 0.02% | 610 |
|
|
2020
Q1 | – | Sell |
-3,065
| Closed | -$287K | – | 539 |
|
|
2019
Q4 | $287K | Sell |
3,065
-1,386
| -31% | -$130K | 0.03% | 397 |
|
|
2019
Q3 | $386K | Buy |
+4,451
| New | +$386K | 0.04% | 333 |
|
|
2018
Q4 | – | Sell |
-2,139
| Closed | -$243K | – | 509 |
|
|
2018
Q3 | $243K | Buy |
+2,139
| New | +$243K | 0.03% | 437 |
|
|
2018
Q2 | – | Sell |
-2,888
| Closed | -$268K | – | 511 |
|
|
2018
Q1 | $268K | Hold |
2,888
| – | – | 0.03% | 389 |
|
|
2017
Q4 | $266K | Buy |
+2,888
| New | +$266K | 0.04% | 385 |
|