J.W. Coons 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 | $3.32M | Sell |
24,697
-2,221
| -8% | -$299K | 0.75% | 39 |
|
|
2025
Q1 | $3.56M | Sell |
26,918
-69
| -0.3% | -$9.11K | 0.94% | 30 |
|
|
2024
Q4 | $3.31M | Sell |
26,987
-626
| -2% | -$76.7K | 0.85% | 32 |
|
|
2024
Q3 | $3.73M | Sell |
27,613
-61
| -0.2% | -$8.24K | 0.93% | 29 |
|
|
2024
Q2 | $4.34M | Sell |
27,674
-1,510
| -5% | -$237K | 1.05% | 17 |
|
|
2024
Q1 | $4.98M | Sell |
29,184
-73
| -0.2% | -$12.5K | 1.13% | 12 |
|
|
2023
Q4 | $3.8M | Buy |
29,257
+236
| +0.8% | +$30.7K | 1.03% | 22 |
|
|
2023
Q3 | $4.11M | Buy |
29,021
+50
| +0.2% | +$7.09K | 1.19% | 14 |
|
|
2023
Q2 | $3.4M | Buy |
28,971
+6
| +0% | +$704 | 0.93% | 27 |
|
|
2023
Q1 | $4.04M | Buy |
28,965
+935
| +3% | +$131K | 1.16% | 16 |
|
|
2022
Q4 | $3.56M | Buy |
28,030
+965
| +4% | +$122K | 1.06% | 23 |
|
|
2022
Q3 | $2.89M | Buy |
27,065
+1,840
| +7% | +$197K | 1.09% | 23 |
|
|
2022
Q2 | $2.68M | Buy |
25,225
+80
| +0.3% | +$8.51K | 0.95% | 30 |
|
|
2022
Q1 | $2.55M | Buy |
25,145
+2,345
| +10% | +$238K | 0.76% | 39 |
|
|
2021
Q4 | $1.72M | Hold |
22,800
| – | – | 0.52% | 55 |
|
|
2021
Q3 | $1.61M | Hold |
22,800
| – | – | 0.55% | 52 |
|
|
2021
Q2 | $1.78M | Hold |
22,800
| – | – | 0.63% | 48 |
|
|
2021
Q1 | $1.63M | Hold |
22,800
| – | – | 0.58% | 49 |
|
|
2020
Q4 | $1.29M | Sell |
22,800
-1,013
| -4% | -$57.2K | 0.49% | 58 |
|
|
2020
Q3 | $1.03M | Sell |
23,813
-1,640
| -6% | -$71.1K | 0.43% | 63 |
|
|
2020
Q2 | $1.5M | Sell |
25,453
-2,361
| -8% | -$139K | 0.67% | 46 |
|
|
2020
Q1 | $1.27M | Buy |
+27,814
| New | +$1.27M | 0.67% | 46 |
|