Golden State Equity 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 | $294K | Buy |
2,188
+61
| +3% | +$8.2K | 0.05% | 339 |
|
|
2025
Q1 | $281K | Buy |
2,127
+125
| +6% | +$16.5K | 0.06% | 351 |
|
|
2024
Q4 | $245K | Buy |
2,002
+1,285
| +179% | +$158K | 0.05% | 370 |
|
|
2024
Q3 | $96.8K | Sell |
717
-3,487
| -83% | -$471K | 0.05% | 280 |
|
|
2024
Q2 | $659K | Buy |
+4,204
| New | +$659K | 0.14% | 165 |
|
|
2023
Q4 | $531K | Sell |
4,084
-100
| -2% | -$13K | 0.13% | 179 |
|
|
2023
Q3 | $593K | Buy |
4,184
+654
| +19% | +$92.7K | 0.17% | 146 |
|
|
2023
Q2 | $414K | Buy |
3,530
+1,451
| +70% | +$170K | 0.12% | 208 |
|
|
2023
Q1 | $290K | Buy |
+2,079
| New | +$290K | 0.16% | 154 |
|
|
2022
Q1 | $668K | Buy |
+6,577
| New | +$668K | 0.34% | 85 |
|
|
2021
Q4 | – | Sell |
-9,367
| Closed | -$661K | – | 259 |
|
|
2021
Q3 | $661K | Buy |
+9,367
| New | +$661K | 0.27% | 93 |
|
|
2021
Q1 | – | Sell |
-3,600
| Closed | -$203K | – | 218 |
|
|
2020
Q4 | $203K | Buy |
+3,600
| New | +$203K | 0.14% | 167 |
|