Kestra Private Wealth 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 | $3.15M | Buy |
23,455
+1,053
| +5% | +$142K | 0.05% | 386 |
|
|
2025
Q1 | $2.96M | Buy |
22,402
+3,503
| +19% | +$463K | 0.05% | 366 |
|
|
2024
Q4 | $2.32M | Buy |
18,899
+1,794
| +10% | +$220K | 0.04% | 399 |
|
|
2024
Q3 | $2.31M | Sell |
17,105
-3,658
| -18% | -$494K | 0.04% | 391 |
|
|
2024
Q2 | $3.25M | Buy |
20,763
+1,672
| +9% | +$262K | 0.07% | 283 |
|
|
2024
Q1 | $3.26M | Sell |
19,091
-1,760
| -8% | -$300K | 0.07% | 270 |
|
|
2023
Q4 | $2.71M | Buy |
20,851
+1,491
| +8% | +$194K | 0.07% | 291 |
|
|
2023
Q3 | $2.74M | Buy |
19,360
+3,408
| +21% | +$483K | 0.09% | 250 |
|
|
2023
Q2 | $1.87M | Buy |
15,952
+6,386
| +67% | +$749K | 0.06% | 308 |
|
|
2023
Q1 | $1.34M | Buy |
9,566
+2,116
| +28% | +$295K | 0.05% | 350 |
|
|
2022
Q4 | $945K | Sell |
7,450
-954
| -11% | -$121K | 0.05% | 381 |
|
|
2022
Q3 | $898K | Buy |
8,404
+554
| +7% | +$59.2K | 0.05% | 353 |
|
|
2022
Q2 | $834K | Sell |
7,850
-1,228
| -14% | -$130K | 0.05% | 372 |
|
|
2022
Q1 | $922K | Sell |
9,078
-801
| -8% | -$81.4K | 0.05% | 396 |
|
|
2021
Q4 | $742K | Sell |
9,879
-2,549
| -21% | -$191K | 0.04% | 478 |
|
|
2021
Q3 | $877K | Buy |
12,428
+1,086
| +10% | +$76.6K | 0.05% | 383 |
|
|
2021
Q2 | $886K | Buy |
11,342
+510
| +5% | +$39.8K | 0.05% | 361 |
|
|
2021
Q1 | $776K | Sell |
10,832
-7,054
| -39% | -$505K | 0.05% | 351 |
|
|
2020
Q4 | $1.02M | Buy |
17,886
+6,348
| +55% | +$360K | 0.07% | 265 |
|
|
2020
Q3 | $490K | Buy |
+11,538
| New | +$490K | 0.04% | 387 |
|