HB Wealth Management’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 | $2.27M | Sell |
16,887
-1,820
| -10% | -$245K | 0.02% | 338 |
|
|
2025
Q1 | $2.47M | Buy |
18,707
+1,155
| +7% | +$153K | 0.02% | 336 |
|
|
2024
Q4 | $2.15M | Buy |
17,552
+1,633
| +10% | +$200K | 0.02% | 269 |
|
|
2024
Q3 | $2.15M | Sell |
15,919
-2,174
| -12% | -$294K | 0.02% | 265 |
|
|
2024
Q2 | $2.84M | Buy |
18,093
+4,261
| +31% | +$668K | 0.03% | 215 |
|
|
2024
Q1 | $2.36M | Buy |
13,832
+970
| +8% | +$166K | 0.03% | 217 |
|
|
2023
Q4 | $1.67M | Buy |
12,862
+367
| +3% | +$47.7K | 0.02% | 250 |
|
|
2023
Q3 | $1.77M | Buy |
12,495
+921
| +8% | +$131K | 0.03% | 225 |
|
|
2023
Q2 | $1.36M | Sell |
11,574
-591
| -5% | -$69.3K | 0.02% | 250 |
|
|
2023
Q1 | $1.7M | Sell |
12,165
-1,676
| -12% | -$234K | 0.03% | 217 |
|
|
2022
Q4 | $1.76M | Buy |
13,841
+6,580
| +91% | +$835K | 0.03% | 212 |
|
|
2022
Q3 | $776K | Buy |
7,261
+797
| +12% | +$85.2K | 0.02% | 286 |
|
|
2022
Q2 | $687K | Buy |
6,464
+619
| +11% | +$65.8K | 0.01% | 298 |
|
|
2022
Q1 | $594K | Sell |
5,845
-351
| -6% | -$35.7K | 0.01% | 319 |
|
|
2021
Q4 | $465K | Buy |
+6,196
| New | +$465K | 0.01% | 322 |
|