IFP Advisors’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 | $352K | Sell |
2,618
-6,665
| -72% | -$896K | 0.01% | 985 |
|
|
2025
Q1 | $1.23M | Sell |
9,283
-373
| -4% | -$49.3K | 0.04% | 505 |
|
|
2024
Q4 | $1.18M | Sell |
9,656
-76
| -0.8% | -$9.32K | 0.04% | 484 |
|
|
2024
Q3 | $1.31M | Buy |
9,732
+261
| +3% | +$35.2K | 0.05% | 406 |
|
|
2024
Q2 | $1.48M | Buy |
9,471
+989
| +12% | +$155K | 0.06% | 336 |
|
|
2024
Q1 | $1.45M | Buy |
8,482
+610
| +8% | +$104K | 0.06% | 323 |
|
|
2023
Q4 | $1.02M | Buy |
7,872
+313
| +4% | +$40.7K | 0.05% | 384 |
|
|
2023
Q3 | $1.07M | Sell |
7,559
-913
| -11% | -$129K | 0.05% | 371 |
|
|
2023
Q2 | $994K | Sell |
8,472
-427
| -5% | -$50.1K | 0.04% | 431 |
|
|
2023
Q1 | $564K | Sell |
8,899
-5,326
| -37% | -$338K | 0.02% | 559 |
|
|
2022
Q4 | $940K | Sell |
14,225
-4,980
| -26% | -$329K | 0.03% | 644 |
|
|
2022
Q3 | $1.27M | Buy |
19,205
+6,813
| +55% | +$452K | 0.03% | 558 |
|
|
2022
Q2 | $809K | Hold |
12,392
| – | – | 0.03% | 650 |
|
|
2022
Q1 | $809K | Buy |
12,392
+9,870
| +391% | +$644K | 0.03% | 650 |
|
|
2021
Q4 | $190K | Sell |
2,522
-732
| -22% | -$55.1K | ﹤0.01% | 959 |
|
|
2021
Q3 | $232K | Buy |
3,254
+154
| +5% | +$11K | ﹤0.01% | 859 |
|
|
2021
Q2 | $243K | Buy |
3,100
+315
| +11% | +$24.7K | 0.01% | 811 |
|
|
2021
Q1 | $200K | Buy |
2,785
+201
| +8% | +$14.4K | ﹤0.01% | 839 |
|
|
2020
Q4 | $147K | Sell |
2,584
-1,185
| -31% | -$67.4K | 0.01% | 946 |
|
|
2020
Q3 | $162K | Buy |
3,769
+2,546
| +208% | +$109K | 0.01% | 782 |
|
|
2020
Q2 | $68K | Buy |
1,223
+43
| +4% | +$2.39K | 0.01% | 1074 |
|
|
2020
Q1 | $55K | Sell |
1,180
-1,243
| -51% | -$57.9K | 0.01% | 1077 |
|
|
2019
Q4 | $225K | Sell |
2,423
-134
| -5% | -$12.4K | 0.02% | 632 |
|
|
2019
Q3 | $215K | Buy |
+2,557
| New | +$215K | 0.01% | 744 |
|
|
2019
Q1 | $434K | Sell |
5,143
-6,194
| -55% | -$523K | 0.06% | 308 |
|
|
2018
Q4 | $833K | Sell |
11,337
-2,248
| -17% | -$165K | 0.05% | 391 |
|
|
2018
Q3 | $1.55M | Sell |
13,585
-1,651
| -11% | -$188K | 0.06% | 317 |
|
|
2018
Q2 | $1.69M | Sell |
15,236
-6,539
| -30% | -$725K | 0.07% | 284 |
|
|
2018
Q1 | $2M | Hold |
21,775
| – | – | 0.09% | 235 |
|
|
2017
Q4 | $2M | Sell |
21,775
-11,014
| -34% | -$1.01M | 0.09% | 235 |
|
|
2017
Q3 | $2.52M | Buy |
32,789
+660
| +2% | +$50.8K | 0.1% | 219 |
|
|
2017
Q2 | $2.17M | Buy |
32,129
+543
| +2% | +$36.6K | 0.09% | 247 |
|
|
2017
Q1 | $2.09M | Buy |
31,586
+1,732
| +6% | +$115K | 0.09% | 242 |
|
|
2016
Q4 | $2.04M | Buy |
29,854
+3,407
| +13% | +$233K | 0.1% | 221 |
|
|
2016
Q3 | $1.4M | Buy |
26,447
+2,126
| +9% | +$113K | 0.07% | 283 |
|
|
2016
Q2 | $1.24M | Buy |
24,321
+19,178
| +373% | +$978K | 0.07% | 307 |
|
|
2016
Q1 | $434K | Sell |
5,143
-13,801
| -73% | -$1.16M | 0.06% | 308 |
|
|
2015
Q4 | $1.34M | Buy |
+18,944
| New | +$1.34M | 0.09% | 242 |
|