Laurel Wealth Advisors (North Carolina)’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 | $555K | Buy |
74,604
+74,049
| +13,342% | +$551K | 0.01% | 323 |
|
|
2025
Q1 | $73.3K | Hold |
555
| – | – | 0.01% | 267 |
|
|
2024
Q4 | $68K | Hold |
555
| – | – | 0.01% | 275 |
|
|
2024
Q3 | $74.9K | Sell |
555
-47
| -8% | -$6.35K | 0.01% | 266 |
|
|
2024
Q2 | $94.4K | Hold |
602
| – | – | 0.02% | 230 |
|
|
2024
Q1 | $103K | Hold |
602
| – | – | 0.02% | 234 |
|
|
2023
Q4 | $78.3K | Hold |
602
| – | – | 0.01% | 248 |
|
|
2023
Q3 | $85.3K | Hold |
602
| – | – | 0.02% | 234 |
|
|
2023
Q2 | $70.6K | Hold |
602
| – | – | 0.01% | 255 |
|
|
2023
Q1 | $84K | Buy |
+602
| New | +$84K | 0.02% | 241 |
|
|
2020
Q3 | – | Sell |
-333
| Closed | -$20K | – | 558 |
|
|
2020
Q2 | $20K | Hold |
333
| – | – | 0.01% | 312 |
|
|
2020
Q1 | $15K | Buy |
+333
| New | +$15K | 0.01% | 325 |
|