GeoWealth 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 | $181K | Sell |
1,346
-15
| -1% | -$2.02K | 0.01% | 690 |
|
|
2025
Q1 | $180K | Sell |
1,361
-159
| -10% | -$21K | 0.01% | 683 |
|
|
2024
Q4 | $186K | Sell |
1,520
-349
| -19% | -$42.8K | 0.01% | 793 |
|
|
2024
Q3 | $252K | Sell |
1,869
-27
| -1% | -$3.65K | 0.01% | 648 |
|
|
2024
Q2 | $297K | Buy |
1,896
+715
| +61% | +$112K | 0.01% | 579 |
|
|
2024
Q1 | $202K | Buy |
1,181
+258
| +28% | +$44K | 0.01% | 688 |
|
|
2023
Q4 | $121K | Sell |
923
-7,760
| -89% | -$1.02M | 0.01% | 568 |
|
|
2023
Q3 | $1.23M | Buy |
8,683
+7,631
| +725% | +$1.08M | 0.14% | 127 |
|
|
2023
Q2 | $123K | Buy |
1,052
+119
| +13% | +$13.9K | 0.01% | 273 |
|
|
2023
Q1 | $131K | Buy |
+933
| New | +$131K | 0.02% | 230 |
|