Independent Advisor Alliance’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
$1.76M Sell
13,073
-357
-3% -$48K 0.05% 307
2025
Q1
$1.77M Sell
13,430
-1,035
-7% -$137K 0.06% 272
2024
Q4
$1.77M Buy
14,465
+201
+1% +$24.6K 0.02% 544
2024
Q3
$1.93M Sell
14,264
-1,077
-7% -$145K 0.07% 231
2024
Q2
$2.4M Sell
15,341
-5,991
-28% -$939K 0.08% 198
2024
Q1
$3.64M Buy
21,332
+1,279
+6% +$218K 0.13% 136
2023
Q4
$2.61M Buy
20,053
+934
+5% +$121K 0.09% 176
2023
Q3
$2.71M Buy
19,119
+7,397
+63% +$1.05M 0.12% 161
2023
Q2
$1.37M Sell
11,722
-321
-3% -$37.7K 0.06% 260
2023
Q1
$1.68M Buy
12,043
+1,461
+14% +$204K 0.08% 217
2022
Q4
$1.34K Buy
10,582
+518
+5% +$66 ﹤0.01% 282
2022
Q3
$1.08M Sell
10,064
-2,557
-20% -$273K 0.06% 253
2022
Q2
$1.34M Buy
12,621
+8,856
+235% +$941K 0.07% 215
2022
Q1
$382K Buy
+3,765
New +$382K 0.02% 462
2020
Q4
Sell
-6,923
Closed -$300K 558
2020
Q3
$300K Sell
6,923
-2,079
-23% -$90.1K 0.02% 387
2020
Q2
$529K Buy
9,002
+1,831
+26% +$108K 0.06% 261
2020
Q1
$325K Sell
7,171
-5,917
-45% -$268K 0.05% 262
2019
Q4
$1.23M Sell
13,088
-1,165
-8% -$109K 0.05% 323
2019
Q3
$1.28M Sell
14,253
-3,311
-19% -$296K 0.16% 124
2019
Q2
$1.18M Sell
17,564
-20
-0.1% -$1.34K 0.17% 123
2019
Q1
$1.49M Buy
17,584
+3,058
+21% +$259K 0.21% 106
2018
Q4
$1.12M Buy
14,526
+1,298
+10% +$99.8K 0.2% 109
2018
Q3
$1.19M Buy
13,228
+1,176
+10% +$106K 0.21% 102
2018
Q2
$1.05M Buy
12,052
+369
+3% +$32.1K 0.22% 107
2018
Q1
$1.06M Buy
11,683
+1,706
+17% +$155K 0.24% 100
2017
Q4
$940K Buy
9,977
+2,076
+26% +$196K 0.21% 119
2017
Q3
$609K Buy
7,901
+1,021
+15% +$78.7K 0.17% 143
2017
Q2
$468K Buy
6,880
+700
+11% +$47.6K 0.15% 151
2017
Q1
$402K Buy
6,180
+724
+13% +$47.1K 0.06% 254
2016
Q4
$361K Buy
+5,456
New +$361K 0.15% 127