L.M. Kohn & Company’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 | – | Sell |
-5,530
| Closed | -$730K | – | 305 |
|
|
2025
Q1 | $730K | Buy |
5,530
+38
| +0.7% | +$5.02K | 0.19% | 114 |
|
|
2024
Q4 | $673K | Sell |
5,492
-160
| -3% | -$19.6K | 0.17% | 116 |
|
|
2024
Q3 | $763K | Buy |
5,652
+13
| +0.2% | +$1.76K | 0.19% | 112 |
|
|
2024
Q2 | $884K | Sell |
5,639
-270
| -5% | -$42.3K | 0.24% | 85 |
|
|
2024
Q1 | $1.01M | Sell |
5,909
-36
| -0.6% | -$6.15K | 0.28% | 73 |
|
|
2023
Q4 | $773K | Sell |
5,945
-55
| -0.9% | -$7.15K | 0.25% | 86 |
|
|
2023
Q3 | $850K | Sell |
6,000
-280
| -4% | -$39.7K | 0.31% | 72 |
|
|
2023
Q2 | $737K | Buy |
6,280
+1,015
| +19% | +$119K | 0.28% | 85 |
|
|
2023
Q1 | $735K | Sell |
5,265
-375
| -7% | -$52.4K | 0.3% | 70 |
|
|
2022
Q4 | $715K | Sell |
5,640
-530
| -9% | -$67.2K | 0.33% | 72 |
|
|
2022
Q3 | $660K | Buy |
6,170
+65
| +1% | +$6.95K | 0.32% | 74 |
|
|
2022
Q2 | $649K | Buy |
6,105
+1,340
| +28% | +$142K | 0.3% | 78 |
|
|
2022
Q1 | $484K | Buy |
+4,765
| New | +$484K | 0.19% | 136 |
|