KWM
Kingsview Wealth Management’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Sell |
10,246
-318
| -3% | -$42.7K | 0.02% | 504 |
|
|
2025
Q1 | $1.4M | Sell |
10,564
-374
| -3% | -$49.4K | 0.03% | 462 |
|
|
2024
Q4 | $1.34M | Sell |
10,938
-387
| -3% | -$47.4K | 0.03% | 482 |
|
|
2024
Q3 | $1.53M | Sell |
11,325
-415
| -4% | -$56K | 0.03% | 437 |
|
|
2024
Q2 | $1.84M | Buy |
11,740
+97
| +0.8% | +$15.2K | 0.04% | 369 |
|
|
2024
Q1 | $1.99M | Buy |
11,643
+46
| +0.4% | +$7.85K | 0.05% | 344 |
|
|
2023
Q4 | $1.51M | Sell |
11,597
-296
| -2% | -$38.5K | 0.05% | 350 |
|
|
2023
Q3 | $1.69M | Buy |
11,893
+2,656
| +29% | +$376K | 0.06% | 318 |
|
|
2023
Q2 | $1.08M | Buy |
9,237
+323
| +4% | +$37.9K | 0.04% | 384 |
|
|
2023
Q1 | $1.24M | Sell |
8,914
-4,090
| -31% | -$571K | 0.05% | 339 |
|
|
2022
Q4 | $1.65M | Sell |
13,004
-3,262
| -20% | -$414K | 0.07% | 255 |
|
|
2022
Q3 | $1.74M | Sell |
16,266
-515
| -3% | -$55K | 0.08% | 245 |
|
|
2022
Q2 | $1.78M | Buy |
16,781
+5,719
| +52% | +$608K | 0.09% | 238 |
|
|
2022
Q1 | $1.12M | Buy |
11,062
+7,165
| +184% | +$728K | 0.05% | 359 |
|
|
2021
Q4 | $293K | Sell |
3,897
-67
| -2% | -$5.04K | 0.01% | 729 |
|
|
2021
Q3 | $280K | Buy |
3,964
+714
| +22% | +$50.4K | 0.01% | 704 |
|
|
2021
Q2 | $253K | Buy |
3,250
+6
| +0.2% | +$467 | 0.01% | 753 |
|
|
2021
Q1 | $244K | Sell |
3,244
-351
| -10% | -$26.4K | 0.01% | 702 |
|
|
2020
Q4 | $203K | Sell |
3,595
-5,253
| -59% | -$297K | 0.01% | 657 |
|
|
2020
Q3 | $383K | Buy |
+8,848
| New | +$383K | 0.03% | 428 |
|