Forvis Mazars Wealth Advisors’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.33M | Buy |
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|
2025
Q1 | $3.98M | Sell |
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|
2024
Q4 | $3.83M | Sell |
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|
2024
Q3 | $4.25M | Sell |
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|
2024
Q2 | $5.01M | Buy |
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|
2024
Q1 | $5.42M | Buy |
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|
2023
Q4 | $4.04M | Buy |
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|
2023
Q3 | $3.97M | Sell |
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|
2023
Q2 | $4.19M | Buy |
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|
2023
Q1 | $3.93M | Buy |
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|
2022
Q4 | $3.41M | Buy |
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|
2022
Q3 | $2.83M | Buy |
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|
2022
Q2 | $2.76M | Sell |
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|
2022
Q1 | $2.71M | Buy |
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|
2021
Q4 | $1.88M | Buy |
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|
2021
Q3 | $1.72M | Buy |
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|
2021
Q2 | $1.82M | Sell |
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|
2021
Q1 | $1.76M | Sell |
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|
2020
Q4 | $1.74M | Buy |
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|
2020
Q3 | $1.21M | Buy |
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|
2020
Q2 | $1.46M | Buy |
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|
2020
Q1 | $878K | Buy |
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|
2019
Q4 | $203K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $287K | Sell |
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|
2018
Q3 | $492K | Sell |
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|
2018
Q2 | $580K | Sell |
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|
2018
Q1 | $572K | Sell |
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|
2017
Q4 | $652K | Buy |
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|
2017
Q3 | $504K | Buy |
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|
2017
Q2 | $441K | Buy |
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|
2017
Q1 | $432K | Buy |
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|
2016
Q4 | $200K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $202K | Buy |
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