Kingswood Wealth Advisors’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 | $447K | Sell |
3,323
-705
| -18% | -$94.8K | 0.04% | 445 |
|
|
2025
Q1 | $536K | Sell |
4,028
-2,323
| -37% | -$309K | 0.05% | 372 |
|
|
2024
Q4 | $779K | Buy |
6,351
+285
| +5% | +$34.9K | 0.06% | 329 |
|
|
2024
Q3 | $821K | Sell |
6,066
-1,378
| -19% | -$187K | 0.06% | 340 |
|
|
2024
Q2 | $1.17M | Buy |
7,444
+908
| +14% | +$142K | 0.11% | 206 |
|
|
2024
Q1 | $1.12M | Buy |
6,536
+313
| +5% | +$53.4K | 0.13% | 185 |
|
|
2023
Q4 | $809K | Buy |
6,223
+4,721
| +314% | +$614K | 0.09% | 239 |
|
|
2023
Q3 | $213K | Buy |
+1,502
| New | +$213K | 0.04% | 384 |
|