Kestra Private Wealth Services’s Valero Energy VLO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.88M Sell
2025
Q2
$3.15M Buy
2025
Q1
$2.96M Buy
2024
Q4
$2.32M Buy
2024
Q3
$2.31M Sell
2024
Q2
$3.25M Buy
2024
Q1
$3.26M Sell
2023
Q4
$2.71M Buy
2023
Q3
$2.74M Buy
2023
Q2
$1.87M Buy
2023
Q1
$1.34M Buy
2022
Q4
$945K Sell
2022
Q3
$898K Buy
2022
Q2
$834K Sell
2022
Q1
$922K Sell
2021
Q4
$742K Sell
2021
Q3
$877K Buy
2021
Q2
$886K Buy
2021
Q1
$776K Sell
2020
Q4
$1.01M Buy
2020
Q3
$490K Buy