Geneos Wealth 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 | $3.06M | Sell |
22,791
-20,480
| -47% | -$2.75M | 0.07% | 295 |
|
|
2025
Q1 | $5.71M | Buy |
43,271
+22,444
| +108% | +$2.96M | 0.08% | 281 |
|
|
2024
Q4 | $2.55M | Sell |
20,827
-1,426
| -6% | -$175K | 0.09% | 252 |
|
|
2024
Q3 | $3M | Buy |
22,253
+578
| +3% | +$78K | 0.11% | 212 |
|
|
2024
Q2 | $3.4M | Buy |
21,675
+194
| +0.9% | +$30.4K | 0.15% | 153 |
|
|
2024
Q1 | $3.67M | Sell |
21,481
-24
| -0.1% | -$4.1K | 0.17% | 152 |
|
|
2023
Q4 | $2.8M | Sell |
21,505
-3,188
| -13% | -$414K | 0.14% | 176 |
|
|
2023
Q3 | $3.5M | Sell |
24,693
-5,888
| -19% | -$834K | 0.18% | 143 |
|
|
2023
Q2 | $3.59M | Buy |
30,581
+5,078
| +20% | +$596K | 0.19% | 145 |
|
|
2023
Q1 | $3.56M | Buy |
25,503
+3,676
| +17% | +$513K | 0.22% | 122 |
|
|
2022
Q4 | $2.77M | Sell |
21,827
-727
| -3% | -$92.2K | 0.17% | 144 |
|
|
2022
Q3 | $2.41M | Sell |
22,554
-1,947
| -8% | -$208K | 0.17% | 134 |
|
|
2022
Q2 | $2.65M | Buy |
24,501
+5,343
| +28% | +$577K | 0.13% | 175 |
|
|
2022
Q1 | $1.95M | Sell |
19,158
-6,013
| -24% | -$610K | 0.08% | 228 |
|
|
2021
Q4 | $1.89M | Buy |
25,171
+1,184
| +5% | +$88.9K | 0.07% | 258 |
|
|
2021
Q3 | $1.77M | Sell |
23,987
-417
| -2% | -$30.7K | 0.07% | 267 |
|
|
2021
Q2 | $1.91M | Sell |
24,404
-1,278
| -5% | -$99.8K | 0.07% | 247 |
|
|
2021
Q1 | $1.9M | Hold |
25,682
| – | – | 0.05% | 297 |
|
|
2020
Q4 | $1.82M | Buy |
25,682
+869
| +4% | +$61.6K | 0.07% | 247 |
|
|
2020
Q3 | $1.09M | Buy |
24,813
+160
| +0.6% | +$7.02K | 0.06% | 277 |
|
|
2020
Q2 | $1.39M | Buy |
24,653
+2,021
| +9% | +$114K | 0.08% | 238 |
|
|
2020
Q1 | $1.02M | Buy |
22,632
+4,088
| +22% | +$184K | 0.07% | 253 |
|
|
2019
Q4 | $1.73M | Sell |
18,544
-3,045
| -14% | -$284K | 0.09% | 223 |
|
|
2019
Q3 | $1.82M | Buy |
21,589
+3,148
| +17% | +$266K | 0.11% | 189 |
|
|
2019
Q2 | $1.58M | Buy |
18,441
+1,121
| +6% | +$95.9K | 0.1% | 205 |
|
|
2019
Q1 | $1.47M | Buy |
17,320
+96
| +0.6% | +$8.14K | 0.1% | 213 |
|
|
2018
Q4 | $1.27M | Sell |
17,224
-1,053
| -6% | -$77.3K | 0.09% | 215 |
|
|
2018
Q3 | $2.08M | Buy |
18,277
+1,143
| +7% | +$130K | 0.14% | 172 |
|
|
2018
Q2 | $1.9M | Buy |
17,134
+432
| +3% | +$47.9K | 0.15% | 150 |
|
|
2018
Q1 | $1.55M | Sell |
16,702
-1,400
| -8% | -$130K | 0.14% | 153 |
|
|
2017
Q4 | $1.66M | Buy |
18,102
+421
| +2% | +$38.7K | 0.15% | 150 |
|
|
2017
Q3 | $1.36M | Sell |
17,681
-2,098
| -11% | -$161K | 0.14% | 156 |
|
|
2017
Q2 | $1.33M | Sell |
19,779
-659
| -3% | -$44.4K | 0.14% | 152 |
|
|
2017
Q1 | $1.35M | Buy |
20,438
+1,289
| +7% | +$85.4K | 0.14% | 143 |
|
|
2016
Q4 | $1.31M | Sell |
19,149
-4,444
| -19% | -$304K | 0.17% | 129 |
|
|
2016
Q3 | $1.25M | Buy |
23,593
+14,229
| +152% | +$754K | 0.17% | 134 |
|
|
2016
Q2 | $481K | Buy |
9,364
+200
| +2% | +$10.3K | 0.07% | 247 |
|
|
2016
Q1 | $576K | Buy |
+9,164
| New | +$576K | 0.09% | 212 |
|