JFS Wealth 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 | $74.9K | Buy |
557
+21
| +4% | +$2.82K | ﹤0.01% | 412 |
|
|
2025
Q1 | $70.8K | Buy |
536
+4
| +0.8% | +$528 | ﹤0.01% | 416 |
|
|
2024
Q4 | $65.2K | Sell |
532
-36
| -6% | -$4.41K | ﹤0.01% | 416 |
|
|
2024
Q3 | $76.7K | Buy |
568
+317
| +126% | +$42.8K | 0.01% | 401 |
|
|
2024
Q2 | $39.3K | Buy |
251
+13
| +5% | +$2.04K | ﹤0.01% | 461 |
|
|
2024
Q1 | $40.6K | Hold |
238
| – | – | ﹤0.01% | 474 |
|
|
2023
Q4 | $30.9K | Sell |
238
-17
| -7% | -$2.21K | ﹤0.01% | 492 |
|
|
2023
Q3 | $36.1K | Buy |
255
+54
| +27% | +$7.65K | ﹤0.01% | 416 |
|
|
2023
Q2 | $23.6K | Sell |
201
-8
| -4% | -$938 | ﹤0.01% | 506 |
|
|
2023
Q1 | $29.2K | Sell |
209
-5
| -2% | -$698 | ﹤0.01% | 452 |
|
|
2022
Q4 | $27.1K | Buy |
214
+9
| +4% | +$1.14K | ﹤0.01% | 468 |
|
|
2022
Q3 | $22K | Sell |
205
-55
| -21% | -$5.9K | ﹤0.01% | 556 |
|
|
2022
Q2 | $28K | Buy |
260
+88
| +51% | +$9.48K | ﹤0.01% | 521 |
|
|
2022
Q1 | $17K | Buy |
172
+22
| +15% | +$2.17K | ﹤0.01% | 652 |
|
|
2021
Q4 | $11K | Buy |
150
+46
| +44% | +$3.37K | ﹤0.01% | 679 |
|
|
2021
Q3 | $7K | Buy |
+104
| New | +$7K | ﹤0.01% | 692 |
|
|
2020
Q4 | – | Sell |
-43
| Closed | -$2K | – | 631 |
|
|
2020
Q3 | $2K | Hold |
43
| – | – | ﹤0.01% | 522 |
|
|
2020
Q2 | $3K | Hold |
43
| – | – | ﹤0.01% | 472 |
|
|
2020
Q1 | $2K | Hold |
43
| – | – | ﹤0.01% | 453 |
|
|
2019
Q4 | $4K | Buy |
+43
| New | +$4K | ﹤0.01% | 425 |
|
|
2017
Q2 | – | Sell |
-151
| Closed | -$10K | – | 452 |
|
|
2017
Q1 | $10K | Hold |
151
| – | – | ﹤0.01% | 356 |
|
|
2016
Q4 | $10K | Hold |
151
| – | – | ﹤0.01% | 356 |
|
|
2016
Q3 | $8K | Hold |
151
| – | – | ﹤0.01% | 400 |
|
|
2016
Q2 | $8K | Hold |
151
| – | – | ﹤0.01% | 406 |
|
|
2016
Q1 | $10K | Sell |
151
-150
| -50% | -$9.93K | ﹤0.01% | 398 |
|
|
2015
Q4 | $21K | Buy |
+301
| New | +$21K | 0.01% | 323 |
|
|
2015
Q1 | – | Sell |
-160
| Closed | -$8K | – | 543 |
|
|
2014
Q4 | $8K | Buy |
+160
| New | +$8K | ﹤0.01% | 396 |
|