Financial Synergies Wealth Advisors’s Valero Energy VLO Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio VLO Stock Details VLO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$548K	Buy
2024 Q2	–	Sell
2024 Q1	$1.54K	Hold
2023 Q4	$1.14K	Hold
2023 Q3	$1.28K	Hold
2023 Q2	$1.06K	Hold
2023 Q1	$1.26K	Hold
2022 Q4	$1.14K	Hold
2022 Q3	$962	Hold
2022 Q2	$957	Buy