Lee, Danner & Bass’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 | $500K | Buy |
3,718
+600
| +19% | +$80.7K | 0.04% | 170 |
|
|
2025
Q1 | $412K | Hold |
3,118
| – | – | 0.03% | 179 |
|
|
2024
Q4 | $382K | Hold |
3,118
| – | – | 0.03% | 190 |
|
|
2024
Q3 | $421K | Buy |
3,118
+155
| +5% | +$20.9K | 0.03% | 179 |
|
|
2024
Q2 | $464K | Buy |
+2,963
| New | +$464K | 0.04% | 170 |
|
|
2023
Q4 | $392K | Hold |
3,019
| – | – | 0.03% | 169 |
|
|
2023
Q3 | $428K | Buy |
3,019
+450
| +18% | +$63.8K | 0.04% | 163 |
|
|
2023
Q2 | $301K | Buy |
2,569
+32
| +1% | +$3.75K | 0.03% | 182 |
|
|
2023
Q1 | $354K | Hold |
2,537
| – | – | 0.03% | 171 |
|
|
2022
Q4 | $322K | Sell |
2,537
-70
| -3% | -$8.89K | 0.03% | 171 |
|
|
2022
Q3 | $279K | Sell |
2,607
-1,125
| -30% | -$120K | 0.03% | 177 |
|
|
2022
Q2 | $397K | Sell |
3,732
-8,034
| -68% | -$855K | 0.04% | 157 |
|
|
2022
Q1 | $1.2M | Hold |
11,766
| – | – | 0.1% | 117 |
|
|
2021
Q4 | $884K | Sell |
11,766
-753
| -6% | -$56.6K | 0.08% | 132 |
|
|
2021
Q3 | $883K | Sell |
12,519
-160
| -1% | -$11.3K | 0.08% | 127 |
|
|
2021
Q2 | $990K | Buy |
12,679
+750
| +6% | +$58.6K | 0.09% | 121 |
|
|
2021
Q1 | $854K | Sell |
11,929
-250
| -2% | -$17.9K | 0.08% | 123 |
|
|
2020
Q4 | $689K | Sell |
12,179
-698
| -5% | -$39.5K | 0.07% | 128 |
|
|
2020
Q3 | $558K | Sell |
12,877
-2,840
| -18% | -$123K | 0.07% | 130 |
|
|
2020
Q2 | $924K | Sell |
15,717
-3,498
| -18% | -$206K | 0.12% | 108 |
|
|
2020
Q1 | $872K | Sell |
19,215
-907
| -5% | -$41.2K | 0.12% | 104 |
|
|
2019
Q4 | $1.88M | Sell |
20,122
-737
| -4% | -$69K | 0.2% | 93 |
|
|
2019
Q3 | $1.78M | Sell |
20,859
-1,080
| -5% | -$92.1K | 0.19% | 93 |
|
|
2019
Q2 | $1.88M | Buy |
21,939
+4,874
| +29% | +$417K | 0.2% | 93 |
|
|
2019
Q1 | $1.45M | Sell |
17,065
-312
| -2% | -$26.5K | 0.16% | 96 |
|
|
2018
Q4 | $1.3M | Sell |
17,377
-197
| -1% | -$14.8K | 0.15% | 96 |
|
|
2018
Q3 | $2M | Sell |
17,574
-595
| -3% | -$67.7K | 0.2% | 89 |
|
|
2018
Q2 | $2.01M | Buy |
18,169
+2
| +0% | +$222 | 0.21% | 86 |
|
|
2018
Q1 | $1.69M | Buy |
18,167
+2
| +0% | +$186 | 0.18% | 93 |
|
|
2017
Q4 | $1.67M | Buy |
18,165
+3
| +0% | +$276 | 0.17% | 97 |
|
|
2017
Q3 | $1.4M | Buy |
18,162
+3
| +0% | +$231 | 0.15% | 99 |
|
|
2017
Q2 | $1.23M | Buy |
18,159
+3,145
| +21% | +$212K | 0.14% | 101 |
|
|
2017
Q1 | $995K | Buy |
15,014
+3,835
| +34% | +$254K | 0.11% | 105 |
|
|
2016
Q4 | $764K | Buy |
+11,179
| New | +$764K | 0.09% | 111 |
|