HWA
HHM Wealth Advisors’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $188K | Hold |
1,400
| – | – | 0.02% | 211 |
|
|
2025
Q1 | $185K | Hold |
1,400
| – | – | 0.02% | 193 |
|
|
2024
Q4 | $172K | Hold |
1,400
| – | – | 0.02% | 200 |
|
|
2024
Q3 | $189K | Sell |
1,400
-409
| -23% | -$55.2K | 0.03% | 173 |
|
|
2024
Q2 | $284K | Buy |
1,809
+1,309
| +262% | +$205K | 0.04% | 136 |
|
|
2024
Q1 | $85.3K | Hold |
500
| – | – | 0.01% | 226 |
|
|
2023
Q4 | $65K | Hold |
500
| – | – | 0.01% | 258 |
|
|
2023
Q3 | $70.9K | Hold |
500
| – | – | 0.01% | 231 |
|
|
2023
Q2 | $58.7K | Hold |
500
| – | – | 0.01% | 264 |
|
|
2023
Q1 | $69.8K | Sell |
500
-235
| -32% | -$32.8K | 0.01% | 238 |
|
|
2022
Q4 | $93.2K | Hold |
735
| – | – | 0.02% | 178 |
|
|
2022
Q3 | $79K | Sell |
735
-500
| -40% | -$53.7K | 0.02% | 181 |
|
|
2022
Q2 | $131K | Hold |
1,235
| – | – | 0.03% | 170 |
|
|
2022
Q1 | $125K | Hold |
1,235
| – | – | 0.03% | 196 |
|
|
2021
Q4 | $93K | Hold |
1,235
| – | – | 0.02% | 227 |
|
|
2021
Q3 | $87K | Hold |
1,235
| – | – | 0.02% | 225 |
|
|
2021
Q2 | $96K | Hold |
1,235
| – | – | 0.03% | 211 |
|
|
2021
Q1 | $88K | Hold |
1,235
| – | – | 0.03% | 204 |
|
|
2020
Q4 | $70K | Buy |
1,235
+235
| +24% | +$13.3K | 0.02% | 216 |
|
|
2020
Q3 | $43K | Hold |
1,000
| – | – | 0.02% | 241 |
|
|
2020
Q2 | $59K | Hold |
1,000
| – | – | 0.02% | 205 |
|
|
2020
Q1 | $45K | Buy |
+1,000
| New | +$45K | 0.02% | 215 |
|