Frank Rimerman Advisors’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 | $349K | Sell |
2,600
-1,164
| -31% | -$156K | 0.02% | 414 |
|
|
2025
Q1 | $497K | Sell |
3,764
-23
| -0.6% | -$3.04K | 0.04% | 309 |
|
|
2024
Q4 | $464K | Buy |
3,787
+662
| +21% | +$81.2K | 0.03% | 323 |
|
|
2024
Q3 | $422K | Sell |
3,125
-231
| -7% | -$31.2K | 0.03% | 360 |
|
|
2024
Q2 | $526K | Buy |
3,356
+2,753
| +457% | +$432K | 0.04% | 329 |
|
|
2024
Q1 | $103K | Hold |
603
| – | – | 0.02% | 110 |
|
|
2023
Q4 | $78.4K | Buy |
+603
| New | +$78.4K | 0.02% | 109 |
|