FVWA
Foster Victor Wealth Advisors’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.2M | Buy |
115,293
+4,891
| +4% | +$729K | 1.17% | 25 |
|
|
2025
Q1 | $12.2M | Buy |
110,402
+5,393
| +5% | +$597K | 0.98% | 46 |
|
|
2024
Q4 | $14.8M | Buy |
105,009
+18,491
| +21% | +$2.61M | 1.13% | 29 |
|
|
2024
Q3 | $12.1M | Buy |
86,518
+11,533
| +15% | +$1.61M | 0.97% | 43 |
|
|
2024
Q2 | $11.2M | Sell |
74,985
-31,778
| -30% | -$4.73M | 0.93% | 45 |
|
|
2024
Q1 | $18.9M | Sell |
106,763
-14,714
| -12% | -$2.6M | 1.72% | 10 |
|
|
2023
Q4 | $15.7M | Buy |
121,477
+3,872
| +3% | +$501K | 1.61% | 15 |
|
|
2023
Q3 | $14.9M | Sell |
117,605
-14,111
| -11% | -$1.79M | 1.73% | 13 |
|
|
2023
Q2 | $15.4M | Buy |
131,716
+19,946
| +18% | +$2.33M | 1.71% | 18 |
|
|
2023
Q1 | $14.2M | Sell |
111,770
-900
| -0.8% | -$115K | 1.73% | 15 |
|
|
2022
Q4 | $14.4M | Buy |
112,670
+219
| +0.2% | +$27.9K | 1.83% | 7 |
|
|
2022
Q3 | $13.4M | Buy |
112,451
+14,006
| +14% | +$1.67M | 1.95% | 5 |
|
|
2022
Q2 | $10M | Sell |
98,445
-22,201
| -18% | -$2.26M | 1.49% | 25 |
|
|
2022
Q1 | $12.5M | Sell |
120,646
-5,948
| -5% | -$614K | 1.71% | 15 |
|
|
2021
Q4 | $10.7M | Buy |
126,594
+13,000
| +11% | +$1.1M | 1.45% | 20 |
|
|
2021
Q3 | $8.02M | Buy |
113,594
+13,183
| +13% | +$930K | 1.28% | 29 |
|
|
2021
Q2 | $7.84M | Buy |
100,411
+10,075
| +11% | +$787K | 1.31% | 30 |
|
|
2021
Q1 | $6.35M | Sell |
90,336
-12,977
| -13% | -$912K | 1.18% | 32 |
|
|
2020
Q4 | $5.84M | Buy |
103,313
+9,219
| +10% | +$521K | 1.33% | 27 |
|
|
2020
Q3 | $4.08M | Buy |
94,094
+26,388
| +39% | +$1.14M | 1.11% | 35 |
|
|
2020
Q2 | $3.98M | Sell |
67,706
-24,311
| -26% | -$1.43M | 1.32% | 30 |
|
|
2020
Q1 | $4.55M | Buy |
92,017
+51,790
| +129% | +$2.56M | 2% | 8 |
|
|
2019
Q4 | $3.75M | Buy |
40,227
+8,023
| +25% | +$747K | 1.62% | 11 |
|
|
2019
Q3 | $2.69M | Buy |
32,204
+20,261
| +170% | +$1.69M | 1.49% | 13 |
|
|
2019
Q2 | $972K | Buy |
+11,943
| New | +$972K | 0.71% | 26 |
|