Grimes & Company’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 | $597K | Buy |
4,441
+45
| +1% | +$6.05K | 0.02% | 254 |
|
|
2025
Q1 | $581K | Buy |
4,396
+46
| +1% | +$6.08K | 0.02% | 229 |
|
|
2024
Q4 | $533K | Buy |
4,350
+361
| +9% | +$44.3K | 0.02% | 243 |
|
|
2024
Q3 | $539K | Sell |
3,989
-53
| -1% | -$7.16K | 0.01% | 227 |
|
|
2024
Q2 | $634K | Buy |
4,042
+115
| +3% | +$18K | 0.02% | 204 |
|
|
2024
Q1 | $670K | Buy |
3,927
+30
| +0.8% | +$5.12K | 0.02% | 207 |
|
|
2023
Q4 | $507K | Buy |
3,897
+2,010
| +107% | +$261K | 0.02% | 221 |
|
|
2023
Q3 | $267K | Sell |
1,887
-37
| -2% | -$5.24K | 0.01% | 250 |
|
|
2023
Q2 | $226K | Sell |
1,924
-54
| -3% | -$6.33K | 0.01% | 270 |
|
|
2023
Q1 | $276K | Buy |
1,978
+84
| +4% | +$11.7K | 0.01% | 247 |
|
|
2022
Q4 | $240K | Hold |
1,894
| – | – | 0.01% | 255 |
|
|
2022
Q3 | $202K | Buy |
+1,894
| New | +$202K | 0.01% | 255 |
|
|
2019
Q3 | – | Sell |
-2,660
| Closed | -$228K | – | 261 |
|
|
2019
Q2 | $228K | Sell |
2,660
-12
| -0.4% | -$1.03K | 0.02% | 225 |
|
|
2019
Q1 | $227K | Buy |
+2,672
| New | +$227K | 0.02% | 222 |
|
|
2018
Q4 | – | Sell |
-4,313
| Closed | -$491K | – | 247 |
|
|
2018
Q3 | $491K | Buy |
4,313
+554
| +15% | +$63.1K | 0.04% | 160 |
|
|
2018
Q2 | $417K | Sell |
3,759
-209
| -5% | -$23.2K | 0.04% | 171 |
|
|
2018
Q1 | $368K | Buy |
3,968
+968
| +32% | +$89.8K | 0.04% | 175 |
|
|
2017
Q4 | $276K | Hold |
3,000
| – | – | 0.03% | 181 |
|
|
2017
Q3 | $231K | Hold |
3,000
| – | – | 0.02% | 183 |
|
|
2017
Q2 | $202K | Buy |
+3,000
| New | +$202K | 0.02% | 193 |
|
|
2017
Q1 | – | Sell |
-3,000
| Closed | -$205K | – | 214 |
|
|
2016
Q4 | $205K | Buy |
+3,000
| New | +$205K | 0.02% | 188 |
|
|
2016
Q1 | – | Sell |
-3,000
| Closed | -$212K | – | 211 |
|
|
2015
Q4 | $212K | Buy |
+3,000
| New | +$212K | 0.03% | 181 |
|