IFWM
Institute for Wealth Management’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $609K | Hold |
4,532
| – | – | 0.07% | 272 |
|
|
2025
Q1 | $599K | Hold |
4,532
| – | – | 0.08% | 259 |
|
|
2024
Q4 | $556K | Sell |
4,532
-25
| -0.5% | -$3.07K | 0.07% | 268 |
|
|
2024
Q3 | $615K | Hold |
4,557
| – | – | 0.08% | 258 |
|
|
2024
Q2 | $714K | Buy |
4,557
+23
| +0.5% | +$3.61K | 0.1% | 217 |
|
|
2024
Q1 | $774K | Buy |
4,534
+65
| +1% | +$11.1K | 0.1% | 208 |
|
|
2023
Q4 | $581K | Sell |
4,469
-22
| -0.5% | -$2.86K | 0.09% | 234 |
|
|
2023
Q3 | $636K | Sell |
4,491
-39
| -0.9% | -$5.53K | 0.11% | 209 |
|
|
2023
Q2 | $531K | Hold |
4,530
| – | – | 0.09% | 248 |
|
|
2023
Q1 | $632K | Sell |
4,530
-65
| -1% | -$9.07K | 0.12% | 211 |
|
|
2022
Q4 | $583K | Buy |
4,595
+67
| +1% | +$8.5K | 0.12% | 224 |
|
|
2022
Q3 | $484K | Sell |
4,528
-7,072
| -61% | -$756K | 0.11% | 244 |
|
|
2022
Q2 | $1.23M | Sell |
11,600
-4,970
| -30% | -$528K | 0.24% | 107 |
|
|
2022
Q1 | $1.68M | Buy |
16,570
+12,079
| +269% | +$1.23M | 0.27% | 89 |
|
|
2021
Q4 | $337K | Sell |
4,491
-25
| -0.6% | -$1.88K | 0.05% | 352 |
|
|
2021
Q3 | $319K | Hold |
4,516
| – | – | 0.06% | 358 |
|
|
2021
Q2 | $353K | Sell |
4,516
-61
| -1% | -$4.77K | 0.06% | 335 |
|
|
2021
Q1 | $328K | Sell |
4,577
-77
| -2% | -$5.52K | 0.06% | 341 |
|
|
2020
Q4 | $263K | Sell |
4,654
-1,619
| -26% | -$91.5K | 0.05% | 373 |
|
|
2020
Q3 | $272K | Sell |
6,273
-1,222
| -16% | -$53K | 0.06% | 334 |
|
|
2020
Q2 | $441K | Buy |
7,495
+71
| +1% | +$4.18K | 0.11% | 257 |
|
|
2020
Q1 | $337K | Sell |
7,424
-191
| -3% | -$8.67K | 0.1% | 254 |
|
|
2019
Q4 | $713K | Buy |
7,615
+61
| +0.8% | +$5.71K | 0.16% | 188 |
|
|
2019
Q3 | $644K | Sell |
7,554
-6,475
| -46% | -$552K | 0.16% | 188 |
|
|
2019
Q2 | $1.2M | Buy |
14,029
+483
| +4% | +$41.3K | 0.27% | 108 |
|
|
2019
Q1 | $1.15M | Sell |
13,546
-173
| -1% | -$14.7K | 0.25% | 111 |
|
|
2018
Q4 | $1.03M | Sell |
13,719
-201
| -1% | -$15.1K | 0.42% | 72 |
|
|
2018
Q3 | $1.61M | Buy |
13,920
+121
| +0.9% | +$14K | 0.54% | 55 |
|
|
2018
Q2 | $1.53M | Buy |
13,799
+1,271
| +10% | +$141K | 0.49% | 65 |
|
|
2018
Q1 | $1.39M | Buy |
+12,528
| New | +$1.39M | 0.41% | 75 |
|
|
2017
Q4 | – | Sell |
-15,401
| Closed | -$1.19M | – | 419 |
|
|
2017
Q3 | $1.19M | Buy |
15,401
+6
| +0% | +$462 | 0.39% | 83 |
|
|
2017
Q2 | $1.04M | Buy |
+15,395
| New | +$1.04M | 0.29% | 105 |
|