FAM
Formidable Asset Management’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $320K | Hold |
2,420
| – | – | 0.05% | 300 |
|
|
2025
Q1 | $320K | Sell |
2,420
-25
| -1% | -$3.3K | 0.05% | 299 |
|
|
2024
Q4 | $300K | Sell |
2,445
-62
| -2% | -$7.6K | 0.05% | 300 |
|
|
2024
Q3 | $339K | Sell |
2,507
-839
| -25% | -$113K | 0.05% | 273 |
|
|
2024
Q2 | $525K | Buy |
3,346
+286
| +9% | +$44.8K | 0.08% | 229 |
|
|
2024
Q1 | $522K | Buy |
3,060
+888
| +41% | +$152K | 0.09% | 223 |
|
|
2023
Q4 | $282K | Hold |
2,172
| – | – | 0.06% | 223 |
|
|
2023
Q3 | $308K | Hold |
2,172
| – | – | 0.07% | 218 |
|
|
2023
Q2 | $255K | Buy |
2,172
+15
| +0.7% | +$1.76K | 0.06% | 234 |
|
|
2023
Q1 | $299K | Buy |
2,157
+15
| +0.7% | +$2.08K | 0.06% | 229 |
|
|
2022
Q4 | $272K | Hold |
2,142
| – | – | 0.06% | 240 |
|
|
2022
Q3 | $271K | Hold |
2,142
| – | – | 0.06% | 229 |
|
|
2022
Q2 | $228K | Hold |
2,142
| – | – | 0.05% | 259 |
|
|
2022
Q1 | $217K | Sell |
2,142
-1,527
| -42% | -$155K | 0.04% | 298 |
|
|
2021
Q4 | $288K | Hold |
3,669
| – | – | 0.06% | 255 |
|
|
2021
Q3 | $259K | Hold |
3,669
| – | – | 0.05% | 288 |
|
|
2021
Q2 | $239K | Sell |
3,669
-250
| -6% | -$16.3K | 0.05% | 266 |
|
|
2021
Q1 | $294K | Sell |
3,919
-44
| -1% | -$3.3K | 0.06% | 217 |
|
|
2020
Q4 | $221K | Buy |
+3,963
| New | +$221K | 0.05% | 241 |
|
|
2020
Q1 | – | Sell |
-2,412
| Closed | -$218K | – | 276 |
|
|
2019
Q4 | $218K | Buy |
+2,412
| New | +$218K | 0.07% | 198 |
|
|
2019
Q3 | – | Sell |
-2,912
| Closed | -$248K | – | 232 |
|
|
2019
Q2 | $248K | Buy |
+2,912
| New | +$248K | 0.09% | 171 |
|
|
2017
Q1 | – | Sell |
-2,818
| Closed | -$193K | – | 196 |
|
|
2016
Q4 | $193K | Buy |
+2,818
| New | +$193K | 0.1% | 160 |
|