Lifeworks Advisors’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 | $458K | Buy |
3,408
+86
| +3% | +$11.6K | 0.07% | 205 |
|
|
2025
Q1 | $439K | Buy |
3,322
+151
| +5% | +$19.9K | 0.07% | 195 |
|
|
2024
Q4 | $389K | Buy |
3,171
+1,434
| +83% | +$176K | 0.07% | 199 |
|
|
2024
Q3 | $234K | Buy |
1,737
+452
| +35% | +$61K | 0.05% | 264 |
|
|
2024
Q2 | $201K | Buy |
+1,285
| New | +$201K | 0.06% | 219 |
|