Glass Jacobson Investment 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 | $3.76K | Sell |
28
-329
| -92% | -$44.2K | ﹤0.01% | 487 |
|
|
2025
Q1 | $43.8K | Hold |
357
| – | – | 0.01% | 391 |
|
|
2024
Q4 | $43.8K | Buy |
357
+28
| +9% | +$3.43K | 0.01% | 391 |
|
|
2024
Q3 | $44.4K | Hold |
329
| – | – | 0.01% | 373 |
|
|
2024
Q2 | $51.6K | Hold |
329
| – | – | 0.02% | 338 |
|
|
2024
Q1 | $56.2K | Hold |
329
| – | – | 0.02% | 335 |
|
|
2023
Q4 | $42.8K | Hold |
329
| – | – | 0.02% | 346 |
|
|
2023
Q3 | $46.6K | Hold |
329
| – | – | 0.02% | 333 |
|
|
2023
Q2 | $38.6K | Buy |
+329
| New | +$38.6K | 0.02% | 353 |
|
|
2022
Q4 | $114K | Buy |
+899
| New | +$114K | 0.06% | 251 |
|