International Private Wealth Advisors’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 | $341K | Buy |
+2,540
| New | +$341K | 0.29% | 100 |
|
2025
Q1 | – | Sell |
-2,251
| Closed | -$276K | – | 162 |
|
2024
Q4 | $276K | Buy |
2,251
+343
| +18% | +$42K | 0.27% | 108 |
|
2024
Q3 | $258K | Sell |
1,908
-62
| -3% | -$8.37K | 0.38% | 94 |
|
2024
Q2 | $309K | Buy |
1,970
+65
| +3% | +$10.2K | 0.52% | 66 |
|
2024
Q1 | $325K | Buy |
+1,905
| New | +$325K | 0.63% | 60 |
|