HBK Sorce Advisory’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $601K | Buy |
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|
2025
Q2 | $496K | Buy |
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|
2025
Q1 | $462K | Buy |
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|
2024
Q4 | $419K | Buy |
|
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|
2024
Q3 | $377K | Sell |
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|
2024
Q2 | $449K | Buy |
|
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|
2024
Q1 | $417K | Buy |
|
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $200K | Buy |
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|
2023
Q1 | – | Sell |
|
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|
2022
Q4 | $315K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $272K | Buy |
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|
2019
Q3 | $243K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $228K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $201K | Buy |
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