LW
Linscomb Wealth’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $809K | Sell |
6,020
-11
| -0.2% | -$1.48K | 0.04% | 194 |
|
|
2025
Q1 | $796K | Sell |
6,031
-77
| -1% | -$10.2K | 0.04% | 192 |
|
|
2024
Q4 | $749K | Sell |
6,108
-177
| -3% | -$21.7K | 0.04% | 191 |
|
|
2024
Q3 | $849K | Sell |
6,285
-150
| -2% | -$20.3K | 0.04% | 175 |
|
|
2024
Q2 | $1.01M | Sell |
6,435
-8
| -0.1% | -$1.25K | 0.05% | 162 |
|
|
2024
Q1 | $1.1M | Buy |
6,443
+748
| +13% | +$128K | 0.06% | 158 |
|
|
2023
Q4 | $740K | Sell |
5,695
-237
| -4% | -$30.8K | 0.04% | 175 |
|
|
2023
Q3 | $841K | Hold |
5,932
| – | – | 0.05% | 165 |
|
|
2023
Q2 | $696K | Sell |
5,932
-2,000
| -25% | -$235K | 0.04% | 183 |
|
|
2023
Q1 | $1.11M | Sell |
7,932
-1,259
| -14% | -$176K | 0.06% | 158 |
|
|
2022
Q4 | $1.17M | Buy |
9,191
+2,607
| +40% | +$331K | 0.06% | 168 |
|
|
2022
Q3 | $704K | Hold |
6,584
| – | – | 0.04% | 170 |
|
|
2022
Q2 | $700K | Sell |
6,584
-218
| -3% | -$23.2K | 0.04% | 175 |
|
|
2022
Q1 | $691K | Buy |
6,802
+2,437
| +56% | +$248K | 0.03% | 209 |
|
|
2021
Q4 | $328K | Buy |
4,365
+40
| +0.9% | +$3.01K | 0.02% | 256 |
|
|
2021
Q3 | $305K | Buy |
4,325
+40
| +0.9% | +$2.82K | 0.02% | 260 |
|
|
2021
Q2 | $335K | Buy |
4,285
+117
| +3% | +$9.15K | 0.02% | 254 |
|
|
2021
Q1 | $298K | Buy |
4,168
+417
| +11% | +$29.8K | 0.02% | 265 |
|
|
2020
Q4 | $212K | Buy |
+3,751
| New | +$212K | 0.01% | 294 |
|
|
2020
Q3 | – | Sell |
-3,939
| Closed | -$232K | – | 307 |
|
|
2020
Q2 | $232K | Sell |
3,939
-893
| -18% | -$52.6K | 0.02% | 261 |
|
|
2020
Q1 | $219K | Buy |
4,832
+623
| +15% | +$28.2K | 0.02% | 360 |
|
|
2019
Q4 | $394K | Sell |
4,209
-1,057
| -20% | -$98.9K | 0.03% | 337 |
|
|
2019
Q3 | $449K | Sell |
5,266
-11
| -0.2% | -$938 | 0.04% | 199 |
|
|
2019
Q2 | $452K | Buy |
+5,277
| New | +$452K | 0.04% | 196 |
|