Intrepid Financial Planning Group’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 | $346K | Hold |
2,574
| – | – | 0.15% | 86 |
|
|
2025
Q1 | $340K | Sell |
2,574
-50
| -2% | -$6.6K | 0.16% | 88 |
|
|
2024
Q4 | $322K | Sell |
2,624
-975
| -27% | -$120K | 0.14% | 90 |
|
|
2024
Q3 | $486K | Hold |
3,599
| – | – | 0.21% | 72 |
|
|
2024
Q2 | $564K | Sell |
3,599
-100
| -3% | -$15.7K | 0.24% | 64 |
|
|
2024
Q1 | $631K | Sell |
3,699
-100
| -3% | -$17.1K | 0.27% | 59 |
|
|
2023
Q4 | $494K | Buy |
3,799
+100
| +3% | +$13K | 0.24% | 69 |
|
|
2023
Q3 | $524K | Buy |
3,699
+440
| +14% | +$62.4K | 0.27% | 59 |
|
|
2023
Q2 | $382K | Buy |
3,259
+210
| +7% | +$24.6K | 0.18% | 75 |
|
|
2023
Q1 | $426K | Buy |
3,049
+439
| +17% | +$61.3K | 0.21% | 69 |
|
|
2022
Q4 | $331K | Buy |
+2,610
| New | +$331K | 0.18% | 77 |
|