Kestra Advisory Services’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 | $6.31M | Sell |
46,946
-3,015
| -6% | -$405K | 0.03% | 536 |
|
|
2025
Q1 | $6.6M | Buy |
49,961
+6,722
| +16% | +$888K | 0.03% | 475 |
|
|
2024
Q4 | $5.3M | Sell |
43,239
-14,566
| -25% | -$1.79M | 0.03% | 553 |
|
|
2024
Q3 | $7.81M | Sell |
57,805
-2,056
| -3% | -$278K | 0.04% | 442 |
|
|
2024
Q2 | $9.38M | Buy |
59,861
+11,080
| +23% | +$1.74M | 0.05% | 384 |
|
|
2024
Q1 | $8.33M | Buy |
48,781
+3,180
| +7% | +$543K | 0.06% | 360 |
|
|
2023
Q4 | $5.93M | Buy |
45,601
+1,857
| +4% | +$241K | 0.05% | 400 |
|
|
2023
Q3 | $6.2M | Buy |
43,744
+122
| +0.3% | +$17.3K | 0.06% | 331 |
|
|
2023
Q2 | $5.12M | Buy |
43,622
+1,048
| +2% | +$123K | 0.05% | 366 |
|
|
2023
Q1 | $5.94M | Sell |
42,574
-4,187
| -9% | -$584K | 0.06% | 308 |
|
|
2022
Q4 | $5.93M | Sell |
46,761
-4,259
| -8% | -$540K | 0.05% | 378 |
|
|
2022
Q3 | $5.45M | Buy |
51,020
+1,872
| +4% | +$200K | 0.06% | 351 |
|
|
2022
Q2 | $5.22M | Buy |
49,148
+7,337
| +18% | +$780K | 0.05% | 356 |
|
|
2022
Q1 | $4.25M | Sell |
41,811
-7,362
| -15% | -$747K | 0.04% | 418 |
|
|
2021
Q4 | $3.69M | Sell |
49,173
-13,116
| -21% | -$985K | 0.04% | 464 |
|
|
2021
Q3 | $4.4M | Buy |
62,289
+19,149
| +44% | +$1.35M | 0.04% | 435 |
|
|
2021
Q2 | $3.37M | Buy |
43,140
+3,831
| +10% | +$299K | 0.04% | 479 |
|
|
2021
Q1 | $2.82M | Sell |
39,309
-8,405
| -18% | -$602K | 0.04% | 491 |
|
|
2020
Q4 | $2.71M | Buy |
47,714
+18,011
| +61% | +$1.02M | 0.03% | 500 |
|
|
2020
Q3 | $1.29M | Buy |
+29,703
| New | +$1.29M | 0.02% | 551 |
|