Heritage Wealth Management (Ohio)’s Valero Energy VLO Stock Holding History

Heritage Wealth Management (Ohio)’s Portfolio VLO Stock Details VLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.44M	Sell
2025 Q1	$2.56M	Buy
2024 Q4	$2.36M	Sell
2024 Q3	$2.65M	Sell
2024 Q2	$3.06M	Buy