Forum Financial 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 | $779K | Sell |
5,793
-68
| -1% | -$9.14K | 0.01% | 267 |
|
|
2025
Q1 | $774K | Sell |
5,861
-500
| -8% | -$66K | 0.01% | 251 |
|
|
2024
Q4 | $780K | Buy |
6,361
+152
| +2% | +$18.6K | 0.01% | 250 |
|
|
2024
Q3 | $838K | Buy |
6,209
+1
| +0% | +$135 | 0.01% | 211 |
|
|
2024
Q2 | $973K | Buy |
6,208
+426
| +7% | +$66.8K | 0.02% | 181 |
|
|
2024
Q1 | $987K | Buy |
5,782
+80
| +1% | +$13.7K | 0.02% | 196 |
|
|
2023
Q4 | $741K | Sell |
5,702
-568
| -9% | -$73.8K | 0.01% | 203 |
|
|
2023
Q3 | $889K | Hold |
6,270
| – | – | 0.02% | 175 |
|
|
2023
Q2 | $735K | Buy |
6,270
+86
| +1% | +$10.1K | 0.02% | 207 |
|
|
2023
Q1 | $863K | Buy |
6,184
+4
| +0.1% | +$558 | 0.03% | 159 |
|
|
2022
Q4 | $784K | Sell |
6,180
-27
| -0.4% | -$3.43K | 0.03% | 172 |
|
|
2022
Q3 | $663K | Buy |
6,207
+27
| +0.4% | +$2.88K | 0.03% | 169 |
|
|
2022
Q2 | $657K | Buy |
6,180
+225
| +4% | +$23.9K | 0.03% | 184 |
|
|
2022
Q1 | $604K | Buy |
5,955
+568
| +11% | +$57.6K | 0.03% | 208 |
|
|
2021
Q4 | $405K | Buy |
+5,387
| New | +$405K | 0.02% | 304 |
|