JWM
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Jessup Wealth Management’s Valero Energy VLO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-56,123
Closed -$8.8M 67
2024
Q2
$8.8M Buy
56,123
+29,734
+113% +$4.66M 3.75% 7
2024
Q1
$4.5M Buy
+26,389
New +$4.5M 1.93% 23