LWM
LongView Wealth Management’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241K | Hold |
1,791
| – | – | 0.07% | 194 |
|
|
2025
Q1 | $237K | Sell |
1,791
-101
| -5% | -$13.3K | 0.07% | 186 |
|
|
2024
Q4 | $232K | Sell |
1,892
-76
| -4% | -$9.32K | 0.07% | 184 |
|
|
2024
Q3 | $266K | Sell |
1,968
-30
| -2% | -$4.05K | 0.08% | 172 |
|
|
2024
Q2 | $313K | Hold |
1,998
| – | – | 0.12% | 140 |
|
|
2024
Q1 | $341K | Buy |
1,998
+15
| +0.8% | +$2.56K | 0.14% | 131 |
|
|
2023
Q4 | $252K | Buy |
+1,983
| New | +$252K | 0.11% | 149 |
|