Lake Hills Wealth Management’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 |
-3,141
| Closed | -$415K | – | 65 |
|
|
2025
Q1 | $415K | Sell |
3,141
-153
| -5% | -$20.2K | 0.29% | 31 |
|
|
2024
Q4 | $404K | Buy |
3,294
+995
| +43% | +$122K | 0.28% | 45 |
|
|
2024
Q3 | $310K | Sell |
2,299
-146
| -6% | -$19.7K | 0.21% | 42 |
|
|
2024
Q2 | $383K | Buy |
+2,445
| New | +$383K | 0.28% | 37 |
|
|
2023
Q3 | – | Sell |
-1,902
| Closed | -$223K | – | 46 |
|
|
2023
Q2 | $223K | Buy |
+1,902
| New | +$223K | 0.24% | 37 |
|