Lodestar Investment Counsel’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $752K | Buy |
8,785
+400
| +5% | +$34.2K | 0.08% | 104 |
|
|
2019
Q1 | $711K | Hold |
8,385
| – | – | 0.08% | 111 |
|
|
2018
Q4 | $629K | Hold |
8,385
| – | – | 0.08% | 110 |
|
|
2018
Q3 | $954K | Sell |
8,385
-14
| -0.2% | -$1.59K | 0.1% | 95 |
|
|
2018
Q2 | $931K | Sell |
8,399
-206
| -2% | -$22.8K | 0.11% | 96 |
|
|
2018
Q1 | $798K | Buy |
8,605
+490
| +6% | +$45.4K | 0.09% | 101 |
|
|
2017
Q4 | $746K | Hold |
8,115
| – | – | 0.09% | 103 |
|
|
2017
Q3 | $624K | Sell |
8,115
-400
| -5% | -$30.8K | 0.08% | 109 |
|
|
2017
Q2 | $574K | Hold |
8,515
| – | – | 0.07% | 108 |
|
|
2017
Q1 | $564K | Buy |
8,515
+200
| +2% | +$13.2K | 0.07% | 109 |
|
|
2016
Q4 | $568K | Hold |
8,315
| – | – | 0.08% | 108 |
|
|
2016
Q3 | $441K | Buy |
8,315
+1,600
| +24% | +$84.9K | 0.06% | 121 |
|
|
2016
Q2 | $342K | Sell |
6,715
-600
| -8% | -$30.6K | 0.05% | 133 |
|
|
2016
Q1 | $469K | Buy |
+7,315
| New | +$469K | 0.07% | 113 |
|