Journey Strategic Wealth’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
$438K Sell
3,255
-662
-17% -$89K 0.01% 324
2025
Q1
$517K Sell
3,917
-77
-2% -$10.2K 0.02% 224
2024
Q4
$490K Sell
3,994
-63
-2% -$7.72K 0.02% 221
2024
Q3
$548K Buy
+4,057
New +$548K 0.02% 205