Integrated Wealth Concepts’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
Q3 | $3.33M | Sell |
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|
2025
Q2 | $6.43M | Buy |
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|
2025
Q1 | $6.19M | Buy |
|
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|
2024
Q4 | $5.26M | Buy |
|
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|
2024
Q3 | $5.03M | Buy |
|
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|
2024
Q2 | $5.44M | Buy |
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|
2024
Q1 | $5.61M | Buy |
|
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|
2023
Q4 | $3.71M | Buy |
|
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|
2023
Q3 | $3.09M | Buy |
|
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|
2023
Q2 | $1.41M | Buy |
|
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|
2023
Q1 | $1.54M | Buy |
|
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|
2022
Q4 | $806K | Sell |
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|
2022
Q3 | $735K | Buy |
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|
2022
Q2 | $482K | Sell |
|
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|
2022
Q1 | $467K | Sell |
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|
2021
Q4 | $434K | Buy |
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|
2021
Q3 | $357K | Buy |
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|
2021
Q2 | $276K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $300K | Buy |
|