HWMO
Heritage Wealth Management (Ohio)’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.44M | Sell |
18,132
-1,217
| -6% | -$164K | 0.79% | 27 |
|
|
2025
Q1 | $2.56M | Buy |
19,349
+97
| +0.5% | +$12.8K | 0.87% | 21 |
|
|
2024
Q4 | $2.36M | Sell |
19,252
-398
| -2% | -$48.8K | 0.78% | 27 |
|
|
2024
Q3 | $2.65M | Sell |
19,650
-394
| -2% | -$53.2K | 0.87% | 22 |
|
|
2024
Q2 | $3.06M | Buy |
+20,044
| New | +$3.06M | 1.03% | 19 |
|