IMS Capital 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
Q1 | – | Sell |
-2,170
| Closed | -$266K | – | 144 |
|
|
2024
Q4 | $266K | Buy |
+2,170
| New | +$266K | 0.12% | 120 |
|
|
2018
Q4 | – | Sell |
-1,222
| Closed | -$139K | – | 344 |
|
|
2018
Q3 | $139K | Buy |
+1,222
| New | +$139K | 0.09% | 131 |
|
|
2015
Q1 | – | Sell |
-11,870
| Closed | -$588K | – | 163 |
|
|
2014
Q4 | $588K | Hold |
11,870
| – | – | 0.67% | 61 |
|
|
2014
Q3 | $549K | Hold |
11,870
| – | – | 0.64% | 67 |
|
|
2014
Q2 | $595K | Sell |
11,870
-5,600
| -32% | -$281K | 0.65% | 63 |
|
|
2014
Q1 | $928K | Hold |
17,470
| – | – | 1.09% | 27 |
|
|
2013
Q4 | $880K | Buy |
17,470
+7,200
| +70% | +$363K | 1.11% | 28 |
|
|
2013
Q3 | $351K | Sell |
10,270
-880
| -8% | -$30.1K | 0.49% | 80 |
|
|
2013
Q2 | $388K | Buy |
+11,150
| New | +$388K | 0.56% | 74 |
|