Great Valley Advisor Group’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 | $1.26M | Sell |
9,378
-910
| -9% | -$122K | 0.03% | 417 |
|
|
2025
Q1 | $1.36M | Buy |
10,288
+221
| +2% | +$29.2K | 0.03% | 383 |
|
|
2024
Q4 | $1.23M | Sell |
10,067
-268
| -3% | -$32.8K | 0.03% | 398 |
|
|
2024
Q3 | $1.4M | Buy |
10,335
+446
| +5% | +$60.2K | 0.03% | 370 |
|
|
2024
Q2 | $1.55M | Buy |
9,889
+62
| +0.6% | +$9.72K | 0.04% | 305 |
|
|
2024
Q1 | $1.68M | Buy |
9,827
+110
| +1% | +$18.8K | 0.05% | 298 |
|
|
2023
Q4 | $1.26M | Sell |
9,717
-170
| -2% | -$22.1K | 0.04% | 308 |
|
|
2023
Q3 | $1.4M | Sell |
9,887
-301
| -3% | -$42.6K | 0.06% | 268 |
|
|
2023
Q2 | $1.19M | Sell |
10,188
-628
| -6% | -$73.6K | 0.05% | 290 |
|
|
2023
Q1 | $1.51M | Sell |
10,816
-259
| -2% | -$36.2K | 0.07% | 251 |
|
|
2022
Q4 | $1.4M | Buy |
11,075
+3,049
| +38% | +$387K | 0.07% | 270 |
|
|
2022
Q3 | $858K | Sell |
8,026
-5,116
| -39% | -$547K | 0.05% | 330 |
|
|
2022
Q2 | $1.4M | Sell |
13,142
-10,173
| -44% | -$1.08M | 0.08% | 254 |
|
|
2022
Q1 | $2.35M | Buy |
23,315
+8,057
| +53% | +$812K | 0.14% | 179 |
|
|
2021
Q4 | $1.14M | Sell |
15,258
-4,415
| -22% | -$330K | 0.07% | 255 |
|
|
2021
Q3 | $1.39M | Buy |
19,673
+12,467
| +173% | +$880K | 0.1% | 211 |
|
|
2021
Q2 | $555K | Buy |
7,206
+107
| +2% | +$8.24K | 0.04% | 324 |
|
|
2021
Q1 | $509K | Sell |
7,099
-209
| -3% | -$15K | 0.05% | 300 |
|
|
2020
Q4 | $414K | Buy |
+7,308
| New | +$414K | 0.04% | 306 |
|
|
2019
Q2 | – | Sell |
-4,588
| Closed | -$389K | – | 343 |
|
|
2019
Q1 | $389K | Buy |
4,588
+806
| +21% | +$68.3K | 0.12% | 183 |
|
|
2018
Q4 | $284K | Buy |
+3,782
| New | +$284K | 0.11% | 176 |
|