Fulcrum Equity 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 | $368K | Sell |
2,735
-727
| -21% | -$97.7K | 0.38% | 62 |
|
|
2025
Q1 | $457K | Sell |
3,462
-360
| -9% | -$47.5K | 0.5% | 50 |
|
|
2024
Q4 | $469K | Sell |
3,822
-4,442
| -54% | -$545K | 0.46% | 62 |
|
|
2024
Q3 | $1.12M | Sell |
8,264
-1,396
| -14% | -$189K | 0.94% | 35 |
|
|
2024
Q2 | $1.51M | Buy |
9,660
+896
| +10% | +$140K | 1.36% | 10 |
|
|
2024
Q1 | $1.5M | Sell |
8,764
-42
| -0.5% | -$7.17K | 1.76% | 10 |
|
|
2023
Q4 | $1.14M | Buy |
8,806
+86
| +1% | +$11.2K | 1.41% | 20 |
|
|
2023
Q3 | $1.24M | Buy |
8,720
+3,832
| +78% | +$543K | 1.45% | 16 |
|
|
2023
Q2 | $573K | Buy |
4,888
+849
| +21% | +$99.6K | 0.66% | 40 |
|
|
2023
Q1 | $564K | Buy |
+4,039
| New | +$564K | 0.53% | 51 |
|
|
2019
Q4 | – | Sell |
-2,252
| Closed | -$192K | – | 223 |
|
|
2019
Q3 | $192K | Buy |
+2,252
| New | +$192K | 0.1% | 86 |
|