Kozak & Associates’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 | $245K | Buy |
1,645
+13
| +0.8% | +$1.94K | 0.05% | 71 |
|
|
2025
Q1 | $180K | Buy |
1,632
+14
| +0.9% | +$1.55K | 0.04% | 78 |
|
|
2024
Q4 | $201K | Buy |
1,618
+15
| +0.9% | +$1.86K | 0.05% | 78 |
|
|
2024
Q3 | $217K | Buy |
1,603
+12
| +0.8% | +$1.63K | 0.05% | 77 |
|
|
2024
Q2 | $252K | Buy |
1,591
+11
| +0.7% | +$1.74K | 0.06% | 68 |
|
|
2024
Q1 | $251K | Buy |
1,580
+11
| +0.7% | +$1.74K | 0.07% | 71 |
|
|
2023
Q4 | $203K | Buy |
1,569
+12
| +0.8% | +$1.55K | 0.06% | 75 |
|
|
2023
Q3 | $197K | Hold |
1,557
| – | – | 0.07% | 82 |
|
|
2023
Q2 | $183K | Hold |
1,557
| – | – | 0.07% | 85 |
|
|
2023
Q1 | $217K | Hold |
1,557
| – | – | 0.1% | 83 |
|
|
2022
Q4 | $198K | Hold |
1,557
| – | – | 0.1% | 81 |
|
|
2022
Q3 | $171K | Hold |
1,557
| – | – | 0.11% | 80 |
|
|
2022
Q2 | $165K | Hold |
1,557
| – | – | 0.11% | 86 |
|
|
2022
Q1 | $139K | Hold |
1,557
| – | – | 0.09% | 94 |
|
|
2021
Q4 | $139K | Hold |
1,557
| – | – | 0.09% | 94 |
|
|
2021
Q3 | $120K | Buy |
+1,557
| New | +$120K | 0.07% | 100 |
|