HBK Sorce Advisory’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 | $496K | Buy |
3,688
+190
| +5% | +$25.5K | 0.01% | 340 |
|
|
2025
Q1 | $462K | Buy |
3,498
+83
| +2% | +$11K | 0.01% | 354 |
|
|
2024
Q4 | $419K | Buy |
3,415
+624
| +22% | +$76.5K | 0.01% | 375 |
|
|
2024
Q3 | $377K | Sell |
2,791
-76
| -3% | -$10.3K | 0.01% | 407 |
|
|
2024
Q2 | $449K | Buy |
2,867
+424
| +17% | +$66.5K | 0.02% | 347 |
|
|
2024
Q1 | $417K | Buy |
+2,443
| New | +$417K | 0.01% | 381 |
|
|
2023
Q4 | – | Sell |
-1,415
| Closed | -$200K | – | 597 |
|
|
2023
Q3 | $200K | Buy |
+1,415
| New | +$200K | 0.01% | 511 |
|
|
2023
Q1 | – | Sell |
-2,482
| Closed | -$315K | – | 813 |
|
|
2022
Q4 | $315K | Buy |
+2,482
| New | +$315K | 0.01% | 544 |
|
|
2020
Q1 | – | Sell |
-2,906
| Closed | -$272K | – | 459 |
|
|
2019
Q4 | $272K | Buy |
2,906
+56
| +2% | +$5.24K | 0.02% | 362 |
|
|
2019
Q3 | $243K | Buy |
+2,850
| New | +$243K | 0.02% | 361 |
|
|
2018
Q4 | – | Sell |
-2,007
| Closed | -$228K | – | 419 |
|
|
2018
Q3 | $228K | Buy |
+2,007
| New | +$228K | 0.03% | 353 |
|
|
2018
Q1 | – | Sell |
-2,187
| Closed | -$201K | – | 408 |
|
|
2017
Q4 | $201K | Buy |
+2,187
| New | +$201K | 0.02% | 370 |
|