Global Retirement Partners’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 | $865K | Buy |
+6,437
| New | +$865K | 0.02% | 539 |
|
|
2024
Q4 | $698K | Buy |
5,697
+645
| +13% | +$79.1K | 0.02% | 535 |
|
|
2024
Q3 | $682K | Sell |
5,052
-489
| -9% | -$66K | 0.02% | 543 |
|
|
2024
Q2 | $869K | Buy |
5,541
+1,829
| +49% | +$287K | 0.03% | 454 |
|
|
2024
Q1 | $634K | Sell |
3,712
-43
| -1% | -$7.34K | 0.02% | 469 |
|
|
2023
Q4 | $486K | Buy |
3,755
+380
| +11% | +$49.1K | 0.02% | 505 |
|
|
2023
Q3 | $434K | Sell |
3,375
-215
| -6% | -$27.7K | 0.02% | 464 |
|
|
2023
Q2 | $421K | Buy |
3,590
+4
| +0.1% | +$469 | 0.02% | 490 |
|
|
2023
Q1 | $384K | Buy |
3,586
+166
| +5% | +$17.8K | 0.02% | 484 |
|
|
2022
Q4 | $434K | Buy |
3,420
+175
| +5% | +$22.2K | 0.03% | 396 |
|
|
2022
Q3 | $407K | Sell |
3,245
-179
| -5% | -$22.5K | 0.03% | 398 |
|
|
2022
Q2 | $364K | Buy |
3,424
+164
| +5% | +$17.4K | 0.03% | 414 |
|
|
2022
Q1 | $405K | Buy |
+3,260
| New | +$405K | 0.03% | 392 |
|
|
2021
Q4 | – | Sell |
-2,667
| Closed | -$188K | – | 1752 |
|
|
2021
Q3 | $188K | Sell |
2,667
-240
| -8% | -$16.9K | 0.02% | 485 |
|
|
2021
Q2 | $227K | Sell |
2,907
-123
| -4% | -$9.61K | 0.02% | 429 |
|
|
2021
Q1 | $217K | Buy |
3,030
+1,771
| +141% | +$127K | 0.03% | 399 |
|
|
2020
Q4 | $71K | Buy |
1,259
+110
| +10% | +$6.2K | 0.01% | 617 |
|
|
2020
Q3 | $50K | Buy |
1,149
+91
| +9% | +$3.96K | 0.01% | 645 |
|
|
2020
Q2 | $62K | Buy |
1,058
+463
| +78% | +$27.1K | 0.01% | 590 |
|
|
2020
Q1 | $27K | Sell |
595
-356
| -37% | -$16.2K | 0.01% | 724 |
|
|
2019
Q4 | $89K | Sell |
951
-14
| -1% | -$1.31K | 0.01% | 512 |
|
|
2019
Q3 | $82K | Sell |
965
-204
| -17% | -$17.3K | 0.01% | 512 |
|
|
2019
Q2 | $100K | Buy |
1,169
+134
| +13% | +$11.5K | 0.02% | 449 |
|
|
2019
Q1 | $88K | Buy |
1,035
+69
| +7% | +$5.87K | 0.02% | 422 |
|
|
2018
Q4 | $72K | Buy |
966
+330
| +52% | +$24.6K | 0.02% | 436 |
|
|
2018
Q3 | $72K | Buy |
636
+357
| +128% | +$40.4K | 0.02% | 481 |
|
|
2018
Q2 | $31K | Buy |
279
+39
| +16% | +$4.33K | 0.01% | 671 |
|
|
2018
Q1 | $22K | Buy |
+240
| New | +$22K | 0.01% | 733 |
|