J.W. Cole Advisors’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
$1.75M Sell
2025
Q2
$1.42M Buy
2025
Q1
$1.11M Buy
2024
Q4
$318K Buy
2024
Q3
$342K Sell
2024
Q2
$437K Sell
2024
Q1
$629K Buy
2023
Q4
$456K Buy
2023
Q3
$463K Sell
2023
Q2
$385K Sell
2023
Q1
$612K Buy
2022
Q4
$483K Buy
2022
Q3
$375K Sell
2022
Q2
$398K Buy
2022
Q1
$211K Buy
2020
Q4
Sell
2020
Q3
$290K Buy
2020
Q1
Sell
2019
Q4
$379K Buy