Kercheville Advisors’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,382
| Closed | -$217K | – | 93 |
|
|
2024
Q2 | $217K | Hold |
1,382
| – | – | 0.09% | 71 |
|
|
2024
Q1 | $236K | Buy |
+1,382
| New | +$236K | 0.11% | 70 |
|
|
2022
Q4 | – | Sell |
-1,911
| Closed | -$204K | – | 98 |
|
|
2022
Q3 | $204K | Sell |
1,911
-315
| -14% | -$33.6K | 0.21% | 66 |
|
|
2022
Q2 | $237K | Sell |
2,226
-300
| -12% | -$31.9K | 0.16% | 70 |
|
|
2022
Q1 | $257K | Buy |
+2,526
| New | +$257K | 0.12% | 85 |
|