Gradient Investments’s Valero Energy VLO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$580K Buy
4,316
+130
+3% +$17.5K 0.01% 284
2025
Q1
$553K Sell
4,186
-432
-9% -$57.1K 0.01% 231
2024
Q4
$566K Sell
4,618
-280
-6% -$34.3K 0.01% 210
2024
Q3
$661K Sell
4,898
-406
-8% -$54.8K 0.01% 199
2024
Q2
$831K Buy
5,304
+518
+11% +$81.2K 0.02% 195
2024
Q1
$817K Sell
4,786
-3,425
-42% -$585K 0.02% 191
2023
Q4
$1.07M Buy
8,211
+4,182
+104% +$544K 0.03% 189
2023
Q3
$571K Hold
4,029
0.02% 213
2023
Q2
$473K Buy
4,029
+8
+0.2% +$938 0.01% 236
2023
Q1
$561K Sell
4,021
-82
-2% -$11.4K 0.02% 204
2022
Q4
$521K Buy
4,103
+111
+3% +$14.1K 0.02% 217
2022
Q3
$427K Hold
3,992
0.01% 225
2022
Q2
$424K Sell
3,992
-1,593
-29% -$169K 0.01% 232
2022
Q1
$567K Buy
5,585
+793
+17% +$80.5K 0.01% 204
2021
Q4
$360K Buy
4,792
+423
+10% +$31.8K 0.01% 238
2021
Q3
$308K Sell
4,369
-107
-2% -$7.54K 0.01% 248
2021
Q2
$350K Sell
4,476
-15,843
-78% -$1.24M 0.01% 242
2021
Q1
$1.46M Buy
20,319
+15,825
+352% +$1.13M 0.05% 170
2020
Q4
$195K Hold
4,494
0.01% 252
2020
Q3
$195K Sell
4,494
-94
-2% -$4.08K 0.01% 252
2020
Q2
$270K Buy
4,588
+133
+3% +$7.83K 0.01% 224
2020
Q1
$202K Buy
4,455
+3,488
+361% +$158K 0.01% 231
2019
Q4
$91K Sell
967
-890
-48% -$83.8K ﹤0.01% 322
2019
Q3
$158K Buy
1,857
+368
+25% +$31.3K 0.01% 266
2019
Q2
$127K Buy
1,489
+1,450
+3,718% +$124K 0.01% 285
2019
Q1
$3K Sell
39
-37
-49% -$2.85K ﹤0.01% 725
2018
Q4
$6K Sell
76
-1,277
-94% -$101K ﹤0.01% 684
2018
Q3
$154K Buy
1,353
+548
+68% +$62.4K 0.01% 248
2018
Q2
$89K Sell
805
-17
-2% -$1.88K ﹤0.01% 275
2018
Q1
$76K Sell
822
-2
-0.2% -$185 ﹤0.01% 294
2017
Q4
$76K Sell
824
-105,918
-99% -$9.77M ﹤0.01% 305
2017
Q3
$8.21M Buy
106,742
+3,992
+4% +$307K 0.52% 28
2017
Q2
$6.93M Buy
102,750
+6,089
+6% +$411K 0.49% 46
2017
Q1
$6.41M Buy
96,661
+3,953
+4% +$262K 0.49% 44
2016
Q4
$6.33M Buy
92,708
+5,016
+6% +$343K 0.56% 32
2016
Q3
$4.65M Buy
87,692
+7,157
+9% +$379K 0.46% 58
2016
Q2
$4.11M Buy
80,535
+79,873
+12,065% +$4.07M 0.44% 68
2016
Q1
$42K Hold
662
0.01% 263
2015
Q4
$47K Buy
+662
New +$47K 0.01% 257
2015
Q3
Sell
-35
Closed -$2K 688
2015
Q2
$2K Hold
35
﹤0.01% 540
2015
Q1
$2K Hold
35
﹤0.01% 558
2014
Q4
$2K Hold
35
﹤0.01% 501
2014
Q3
$2K Hold
35
﹤0.01% 427
2014
Q2
$2K Hold
35
﹤0.01% 442
2014
Q1
$2K Sell
35
-1,365
-98% -$78K ﹤0.01% 456
2013
Q4
$71K Buy
+1,400
New +$71K 0.02% 202