HighMark Wealth Management’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 | $80.6K | Hold |
600
| – | – | 0.04% | 127 |
|
|
2025
Q1 | $79.2K | Hold |
600
| – | – | 0.05% | 104 |
|
|
2024
Q4 | $73.5K | Hold |
600
| – | – | 0.04% | 101 |
|
|
2024
Q3 | $81K | Hold |
600
| – | – | 0.04% | 118 |
|
|
2024
Q2 | $94K | Hold |
600
| – | – | 0.06% | 101 |
|
|
2024
Q1 | $102K | Buy |
600
+1
| +0.2% | +$171 | 0.06% | 98 |
|
|
2023
Q4 | $77.9K | Buy |
599
+90
| +18% | +$11.7K | 0.06% | 109 |
|
|
2023
Q3 | $72.2K | Buy |
509
+50
| +11% | +$7.09K | 0.06% | 96 |
|
|
2023
Q2 | $53.9K | Buy |
459
+40
| +10% | +$4.7K | 0.04% | 114 |
|
|
2023
Q1 | $58.5K | Buy |
419
+95
| +29% | +$13.3K | 0.05% | 125 |
|
|
2022
Q4 | $41.1K | Buy |
324
+59
| +22% | +$7.49K | 0.03% | 115 |
|
|
2022
Q3 | $28K | Buy |
265
+100
| +61% | +$10.6K | 0.02% | 135 |
|
|
2022
Q2 | $18K | Hold |
165
| – | – | 0.01% | 176 |
|
|
2022
Q1 | $17K | Hold |
165
| – | – | 0.01% | 197 |
|
|
2021
Q4 | $12K | Hold |
165
| – | – | 0.01% | 235 |
|
|
2021
Q3 | $12K | Sell |
165
-52
| -24% | -$3.78K | 0.01% | 234 |
|
|
2021
Q2 | $17K | Sell |
217
-12
| -5% | -$940 | 0.01% | 201 |
|
|
2021
Q1 | $16K | Sell |
229
-6
| -3% | -$419 | 0.01% | 190 |
|
|
2020
Q4 | $13K | Hold |
235
| – | – | 0.01% | 197 |
|
|
2020
Q3 | $10K | Buy |
235
+70
| +42% | +$2.98K | 0.01% | 230 |
|
|
2020
Q2 | $10K | Hold |
165
| – | – | 0.01% | 202 |
|
|
2020
Q1 | $7K | Hold |
165
| – | – | 0.01% | 191 |
|
|
2019
Q4 | $15K | Buy |
+165
| New | +$15K | 0.02% | 159 |
|