LAM
Lewis Asset Management’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $762K | Buy |
5,670
+61
| +1% | +$8.2K | 0.36% | 69 |
|
|
2025
Q1 | $741K | Buy |
5,609
+33
| +0.6% | +$4.36K | 0.61% | 43 |
|
|
2024
Q4 | $684K | Buy |
5,576
+148
| +3% | +$18.1K | 0.52% | 48 |
|
|
2024
Q3 | $733K | Buy |
5,428
+181
| +3% | +$24.4K | 0.53% | 46 |
|
|
2024
Q2 | $823K | Sell |
5,247
-103
| -2% | -$16.1K | 0.63% | 35 |
|
|
2024
Q1 | $913K | Buy |
5,350
+124
| +2% | +$21.2K | 0.75% | 31 |
|
|
2023
Q4 | $679K | Buy |
+5,226
| New | +$679K | 0.62% | 37 |
|