Jeppson Wealth Management’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 | $223K | Hold |
1,656
| – | – | 0.08% | 194 |
|
|
2025
Q1 | $219K | Hold |
1,656
| – | – | 0.08% | 184 |
|
|
2024
Q4 | $203K | Hold |
1,656
| – | – | 0.07% | 191 |
|
|
2024
Q3 | $224K | Hold |
1,656
| – | – | 0.08% | 184 |
|
|
2024
Q2 | $260K | Buy |
1,656
+136
| +9% | +$21.3K | 0.1% | 167 |
|
|
2024
Q1 | $259K | Buy |
+1,520
| New | +$259K | 0.1% | 170 |
|
|
2023
Q4 | – | Sell |
-1,520
| Closed | -$215K | – | 208 |
|
|
2023
Q3 | $215K | Buy |
+1,520
| New | +$215K | 0.1% | 169 |
|
|
2023
Q2 | – | Sell |
-1,527
| Closed | -$213K | – | 206 |
|
|
2023
Q1 | $213K | Buy |
+1,527
| New | +$213K | 0.09% | 182 |
|
|
2020
Q4 | – | Sell |
-530
| Closed | -$23K | – | 444 |
|
|
2020
Q3 | $23K | Buy |
+530
| New | +$23K | 0.02% | 320 |
|