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 |
|