Independent Solutions Wealth Management’s Valero Energy VLO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.78M Sell
2025
Q1
$1.77M Buy
2024
Q4
$1.63M Hold
2024
Q3
$1.79M Buy
2024
Q2
$2.04M Sell
2024
Q1
$2.26M Buy
2023
Q4
$1.64M Buy
2023
Q3
$1.12M Sell
2023
Q2
$981K Buy
2023
Q1
$441K Sell
2022
Q4
$490K Sell
2022
Q3
$447K Hold
2022
Q2
$445K Buy
2020
Q4
Sell
2020
Q3
$249K Buy
2020
Q2
$315K Sell
2020
Q1
$418K Sell
2019
Q4
$960K Buy