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