JFS Wealth 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 | $103K | Buy |
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|
2025
Q2 | $74.9K | Buy |
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|
2025
Q1 | $70.8K | Buy |
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|
2024
Q4 | $65.2K | Sell |
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|
2024
Q3 | $76.7K | Buy |
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|
2024
Q2 | $39.3K | Buy |
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|
2024
Q1 | $40.6K | Hold |
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|
2023
Q4 | $30.9K | Sell |
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|
2023
Q3 | $36.1K | Buy |
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|
2023
Q2 | $23.6K | Sell |
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|
2023
Q1 | $29.2K | Sell |
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|
2022
Q4 | $27.1K | Buy |
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|
2022
Q3 | $22K | Sell |
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|
2022
Q2 | $28K | Buy |
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|
2022
Q1 | $17K | Buy |
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|
2021
Q4 | $11K | Buy |
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|
2021
Q3 | $7K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $2K | Hold |
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|
2020
Q2 | $3K | Hold |
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|
2020
Q1 | $2K | Hold |
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|
2019
Q4 | $4K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $10K | Hold |
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|
2016
Q4 | $10K | Hold |
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|
2016
Q3 | $8K | Hold |
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|
2016
Q2 | $8K | Hold |
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|
2016
Q1 | $10K | Sell |
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|
2015
Q4 | $21K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $8K | Buy |
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