Impact Partnership Wealth’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 | $523K | Sell |
3,888
-5,602
| -59% | -$753K | 0.1% | 134 |
|
|
2025
Q1 | $1.25M | Buy |
+9,490
| New | +$1.25M | 0.27% | 39 |
|
|
2024
Q4 | – | Sell |
-8,442
| Closed | -$1.14M | – | 336 |
|
|
2024
Q3 | $1.14M | Buy |
8,442
+556
| +7% | +$75.1K | 0.26% | 42 |
|
|
2024
Q2 | $1.24M | Buy |
7,886
+5,798
| +278% | +$909K | 0.32% | 35 |
|
|
2024
Q1 | $356K | Buy |
2,088
+80
| +4% | +$13.7K | 0.14% | 106 |
|
|
2023
Q4 | $261K | Sell |
2,008
-744
| -27% | -$96.7K | 0.1% | 137 |
|
|
2023
Q3 | $390K | Buy |
2,752
+10
| +0.4% | +$1.42K | 0.12% | 91 |
|
|
2023
Q2 | $322K | Buy |
+2,742
| New | +$322K | 0.11% | 130 |
|