Focus Partners 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
$5.99M Sell
44,557
-2,297
-5% -$309K 0.01% 622
2025
Q1
$6.19M Buy
46,854
+12,415
+36% +$1.64M 0.02% 569
2024
Q4
$4.22M Buy
34,439
+14,155
+70% +$1.74M 0.01% 656
2024
Q3
$2.73M Sell
20,284
-5,528
-21% -$743K 0.01% 697
2024
Q2
$4.05M Buy
25,812
+2,831
+12% +$444K 0.01% 533
2024
Q1
$3.92M Buy
22,981
+12,777
+125% +$2.18M 0.03% 369
2023
Q4
$1.33M Buy
+10,204
New +$1.33M 0.02% 406