Girard Partners’s Valero Energy VLO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$280K Sell
1,786
-1,300
-42% -$204K 0.03% 225
2024
Q1
$527K Buy
+3,086
New +$527K 0.05% 187
2020
Q4
Sell
-4,898
Closed -$212K 219
2020
Q3
$212K Sell
4,898
-3,633
-43% -$157K 0.04% 198
2020
Q2
$501K Sell
8,531
-2,122
-20% -$125K 0.09% 141
2020
Q1
$483K Sell
10,653
-5,668
-35% -$257K 0.1% 136
2019
Q4
$1.53M Sell
16,321
-3,779
-19% -$354K 0.25% 97
2019
Q3
$1.71M Buy
20,100
+811
+4% +$69.1K 0.32% 79
2019
Q2
$1.65M Buy
19,289
+3,177
+20% +$272K 0.29% 84
2019
Q1
$1.37M Buy
16,112
+1,253
+8% +$106K 0.25% 92
2018
Q4
$1.11M Buy
14,859
+2,068
+16% +$155K 0.23% 97
2018
Q3
$1.46M Sell
12,791
-904
-7% -$103K 0.26% 91
2018
Q2
$1.52M Buy
13,695
+102
+0.8% +$11.3K 0.29% 91
2018
Q1
$1.26M Buy
13,593
+772
+6% +$71.6K 0.29% 87
2017
Q4
$1.18M Buy
12,821
+230
+2% +$21.1K 0.23% 107
2017
Q3
$969K Buy
12,591
+729
+6% +$56.1K 0.2% 110
2017
Q2
$800K Sell
11,862
-805
-6% -$54.3K 0.17% 118
2017
Q1
$840K Buy
12,667
+4,816
+61% +$319K 0.2% 113
2016
Q4
$536K Buy
7,851
+1,946
+33% +$133K 0.16% 141
2016
Q3
$313K Buy
5,905
+1,651
+39% +$87.5K 0.1% 159
2016
Q2
$217K Buy
+4,254
New +$217K 0.08% 180