FMWA
Forvis Mazars Wealth Advisors’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.33M | Buy |
32,229
+2,116
| +7% | +$284K | 0.09% | 96 |
|
|
2025
Q1 | $3.98M | Sell |
30,113
-1,121
| -4% | -$148K | 0.1% | 102 |
|
|
2024
Q4 | $3.83M | Sell |
31,234
-277
| -0.9% | -$34K | 0.09% | 103 |
|
|
2024
Q3 | $4.25M | Sell |
31,511
-451
| -1% | -$60.9K | 0.1% | 106 |
|
|
2024
Q2 | $5.01M | Buy |
31,962
+197
| +0.6% | +$30.9K | 0.13% | 88 |
|
|
2024
Q1 | $5.42M | Buy |
31,765
+669
| +2% | +$114K | 0.14% | 84 |
|
|
2023
Q4 | $4.04M | Buy |
31,096
+3,080
| +11% | +$400K | 0.11% | 99 |
|
|
2023
Q3 | $3.97M | Sell |
28,016
-7,666
| -21% | -$1.09M | 0.12% | 100 |
|
|
2023
Q2 | $4.19M | Buy |
35,682
+7,551
| +27% | +$886K | 0.12% | 109 |
|
|
2023
Q1 | $3.93M | Buy |
28,131
+1,288
| +5% | +$180K | 0.13% | 99 |
|
|
2022
Q4 | $3.41M | Buy |
26,843
+370
| +1% | +$46.9K | 0.12% | 102 |
|
|
2022
Q3 | $2.83M | Buy |
26,473
+516
| +2% | +$55.1K | 0.11% | 111 |
|
|
2022
Q2 | $2.76M | Sell |
25,957
-707
| -3% | -$75.1K | 0.11% | 102 |
|
|
2022
Q1 | $2.71M | Buy |
26,664
+1,694
| +7% | +$172K | 0.11% | 94 |
|
|
2021
Q4 | $1.88M | Buy |
24,970
+657
| +3% | +$49.4K | 0.08% | 105 |
|
|
2021
Q3 | $1.72M | Buy |
24,313
+1,018
| +4% | +$71.9K | 0.08% | 106 |
|
|
2021
Q2 | $1.82M | Sell |
23,295
-1,361
| -6% | -$106K | 0.08% | 98 |
|
|
2021
Q1 | $1.77M | Sell |
24,656
-6,008
| -20% | -$430K | 0.09% | 102 |
|
|
2020
Q4 | $1.74M | Buy |
30,664
+2,717
| +10% | +$154K | 0.09% | 107 |
|
|
2020
Q3 | $1.21M | Buy |
27,947
+3,218
| +13% | +$139K | 0.07% | 119 |
|
|
2020
Q2 | $1.46M | Buy |
24,729
+5,364
| +28% | +$316K | 0.09% | 109 |
|
|
2020
Q1 | $878K | Buy |
19,365
+17,194
| +792% | +$780K | 0.07% | 120 |
|
|
2019
Q4 | $203K | Buy |
+2,171
| New | +$203K | 0.01% | 281 |
|
|
2019
Q1 | – | Sell |
-3,830
| Closed | -$287K | – | 256 |
|
|
2018
Q4 | $287K | Sell |
3,830
-495
| -11% | -$37.1K | 0.03% | 183 |
|
|
2018
Q3 | $492K | Sell |
4,325
-910
| -17% | -$104K | 0.04% | 149 |
|
|
2018
Q2 | $580K | Sell |
5,235
-927
| -15% | -$103K | 0.06% | 129 |
|
|
2018
Q1 | $572K | Sell |
6,162
-930
| -13% | -$86.3K | 0.06% | 126 |
|
|
2017
Q4 | $652K | Buy |
7,092
+541
| +8% | +$49.7K | 0.07% | 123 |
|
|
2017
Q3 | $504K | Buy |
6,551
+9
| +0.1% | +$692 | 0.06% | 137 |
|
|
2017
Q2 | $441K | Buy |
6,542
+24
| +0.4% | +$1.62K | 0.05% | 146 |
|
|
2017
Q1 | $432K | Buy |
6,518
+3,593
| +123% | +$238K | 0.05% | 138 |
|
|
2016
Q4 | $200K | Buy |
+2,925
| New | +$200K | 0.03% | 200 |
|
|
2014
Q1 | – | Sell |
-4,001
| Closed | -$202K | – | 156 |
|
|
2013
Q4 | $202K | Buy |
+4,001
| New | +$202K | 0.04% | 149 |
|