Institute for 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 | $609K | Hold |
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|
2025
Q1 | $599K | Hold |
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|
2024
Q4 | $556K | Sell |
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|
2024
Q3 | $615K | Hold |
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|
2024
Q2 | $714K | Buy |
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|
2024
Q1 | $774K | Buy |
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|
2023
Q4 | $581K | Sell |
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|
2023
Q3 | $636K | Sell |
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|
2023
Q2 | $531K | Hold |
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|
2023
Q1 | $632K | Sell |
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|
2022
Q4 | $583K | Buy |
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|
2022
Q3 | $484K | Sell |
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|
2022
Q2 | $1.23M | Sell |
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|
2022
Q1 | $1.68M | Buy |
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|
2021
Q4 | $337K | Sell |
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|
2021
Q3 | $319K | Hold |
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|
2021
Q2 | $353K | Sell |
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|
2021
Q1 | $328K | Sell |
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|
2020
Q4 | $263K | Sell |
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|
2020
Q3 | $272K | Sell |
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|
2020
Q2 | $441K | Buy |
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|
2020
Q1 | $337K | Sell |
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|
2019
Q4 | $713K | Buy |
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|
2019
Q3 | $644K | Sell |
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|
2019
Q2 | $1.2M | Buy |
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|
2019
Q1 | $1.15M | Sell |
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|
2018
Q4 | $1.03M | Sell |
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|
2018
Q3 | $1.61M | Buy |
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|
2018
Q2 | $1.53M | Buy |
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|
2018
Q1 | $1.39M | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $1.19M | Buy |
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|
2017
Q2 | $1.04M | Buy |
|