KCM Investment 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 | $610K | Sell |
4,540
-40
| -0.9% | -$5.38K | 0.02% | 252 |
|
|
2025
Q1 | $605K | Sell |
4,580
-917
| -17% | -$121K | 0.02% | 245 |
|
|
2024
Q4 | $674K | Buy |
5,497
+99
| +2% | +$12.1K | 0.02% | 234 |
|
|
2024
Q3 | $729K | Buy |
5,398
+105
| +2% | +$14.2K | 0.02% | 236 |
|
|
2024
Q2 | $830K | Hold |
5,293
| – | – | 0.03% | 223 |
|
|
2024
Q1 | $903K | Buy |
5,293
+861
| +19% | +$147K | 0.03% | 218 |
|
|
2023
Q4 | $576K | Buy |
4,432
+259
| +6% | +$33.7K | 0.02% | 243 |
|
|
2023
Q3 | $591K | Sell |
4,173
-800
| -16% | -$113K | 0.03% | 232 |
|
|
2023
Q2 | $583K | Buy |
4,973
+198
| +4% | +$23.2K | 0.02% | 244 |
|
|
2023
Q1 | $667K | Buy |
4,775
+225
| +5% | +$31.4K | 0.03% | 238 |
|
|
2022
Q4 | $577K | Buy |
4,550
+47
| +1% | +$5.96K | 0.02% | 251 |
|
|
2022
Q3 | $481K | Buy |
4,503
+350
| +8% | +$37.4K | 0.02% | 252 |
|
|
2022
Q2 | $441K | Sell |
4,153
-175
| -4% | -$18.6K | 0.02% | 275 |
|
|
2022
Q1 | $439K | Buy |
4,328
+800
| +23% | +$81.1K | 0.02% | 304 |
|
|
2021
Q4 | $265K | Sell |
3,528
-501
| -12% | -$37.6K | 0.01% | 366 |
|
|
2021
Q3 | $284K | Sell |
4,029
-545
| -12% | -$38.4K | 0.01% | 335 |
|
|
2021
Q2 | $357K | Buy |
4,574
+608
| +15% | +$47.5K | 0.01% | 307 |
|
|
2021
Q1 | $284K | Buy |
+3,966
| New | +$284K | 0.01% | 315 |
|
|
2020
Q1 | – | Sell |
-5,822
| Closed | -$545K | – | 344 |
|
|
2019
Q4 | $545K | Hold |
5,822
| – | – | 0.03% | 234 |
|
|
2019
Q3 | $496K | Buy |
5,822
+85
| +1% | +$7.24K | 0.03% | 238 |
|
|
2019
Q2 | $491K | Sell |
5,737
-685
| -11% | -$58.6K | 0.03% | 232 |
|
|
2019
Q1 | $545K | Sell |
6,422
-149
| -2% | -$12.6K | 0.04% | 213 |
|
|
2018
Q4 | $493K | Sell |
6,571
-5,235
| -44% | -$393K | 0.03% | 333 |
|
|
2018
Q3 | $1.34M | Buy |
11,806
+7,584
| +180% | +$863K | 0.08% | 208 |
|
|
2018
Q2 | $468K | Sell |
4,222
-150
| -3% | -$16.6K | 0.03% | 361 |
|
|
2018
Q1 | $406K | Hold |
4,372
| – | – | 0.02% | 389 |
|
|
2017
Q4 | $402K | Buy |
4,372
+288
| +7% | +$26.5K | 0.02% | 386 |
|
|
2017
Q3 | $314K | Buy |
4,084
+23
| +0.6% | +$1.77K | 0.02% | 423 |
|
|
2017
Q2 | $274K | Buy |
4,061
+903
| +29% | +$60.9K | 0.02% | 452 |
|
|
2017
Q1 | $209K | Buy |
3,158
+2
| +0.1% | +$132 | 0.01% | 515 |
|
|
2016
Q4 | $216K | Buy |
+3,156
| New | +$216K | 0.01% | 501 |
|
|
2016
Q2 | – | Sell |
-3,650
| Closed | -$234K | – | 533 |
|
|
2016
Q1 | $234K | Buy |
3,650
+100
| +3% | +$6.41K | 0.02% | 474 |
|
|
2015
Q4 | $251K | Sell |
3,550
-150
| -4% | -$10.6K | 0.02% | 453 |
|
|
2015
Q3 | $222K | Buy |
+3,700
| New | +$222K | 0.02% | 474 |
|
|
2014
Q1 | – | Sell |
-4,300
| Closed | -$217K | – | 461 |
|
|
2013
Q4 | $217K | Buy |
+4,300
| New | +$217K | 0.02% | 417 |
|