LIM
Loudon Investment Management’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $567K | Hold |
4,219
| – | – | 0.31% | 68 |
|
|
2025
Q1 | $557K | Hold |
4,219
| – | – | 0.32% | 68 |
|
|
2024
Q4 | $517K | Hold |
4,219
| – | – | 0.29% | 67 |
|
|
2024
Q3 | $570K | Hold |
4,219
| – | – | 0.31% | 66 |
|
|
2024
Q2 | $661K | Hold |
4,219
| – | – | 0.39% | 57 |
|
|
2024
Q1 | $720K | Sell |
4,219
-100
| -2% | -$17.1K | 0.41% | 54 |
|
|
2023
Q4 | $561K | Sell |
4,319
-200
| -4% | -$26K | 0.35% | 67 |
|
|
2023
Q3 | $640K | Hold |
4,519
| – | – | 0.44% | 55 |
|
|
2023
Q2 | $530K | Hold |
4,519
| – | – | 0.35% | 64 |
|
|
2023
Q1 | $631K | Sell |
4,519
-300
| -6% | -$41.9K | 0.44% | 61 |
|
|
2022
Q4 | $611K | Sell |
4,819
-300
| -6% | -$38.1K | 0.44% | 60 |
|
|
2022
Q3 | $547K | Hold |
5,119
| – | – | 0.44% | 59 |
|
|
2022
Q2 | $544K | Hold |
5,119
| – | – | 0.41% | 60 |
|
|
2022
Q1 | $520K | Sell |
5,119
-345
| -6% | -$35K | 0.34% | 63 |
|
|
2021
Q4 | $410K | Sell |
5,464
-2,184
| -29% | -$164K | 0.26% | 70 |
|
|
2021
Q3 | $540K | Sell |
7,648
-52
| -0.7% | -$3.67K | 0.38% | 59 |
|
|
2021
Q2 | $601K | Hold |
7,700
| – | – | 0.41% | 57 |
|
|
2021
Q1 | $551K | Sell |
7,700
-400
| -5% | -$28.6K | 0.4% | 56 |
|
|
2020
Q4 | $458K | Sell |
8,100
-2,415
| -23% | -$137K | 0.36% | 54 |
|
|
2020
Q3 | $456K | Sell |
10,515
-1,995
| -16% | -$86.5K | 0.39% | 53 |
|
|
2020
Q2 | $736K | Hold |
12,510
| – | – | 0.64% | 44 |
|
|
2020
Q1 | $567K | Buy |
12,510
+80
| +0.6% | +$3.63K | 0.59% | 49 |
|
|
2019
Q4 | $1.16M | Sell |
12,430
-500
| -4% | -$46.8K | 0.91% | 39 |
|
|
2019
Q3 | $1.1M | Hold |
12,930
| – | – | 0.93% | 38 |
|
|
2019
Q2 | $1.11M | Hold |
12,930
| – | – | 0.94% | 39 |
|
|
2019
Q1 | $1.1M | Hold |
12,930
| – | – | 0.96% | 36 |
|
|
2018
Q4 | $969K | Hold |
12,930
| – | – | 0.92% | 37 |
|
|
2018
Q3 | $1.47M | Sell |
12,930
-450
| -3% | -$51.2K | 1.18% | 32 |
|
|
2018
Q2 | $1.48M | Sell |
13,380
-623
| -4% | -$69.1K | 1.19% | 31 |
|
|
2018
Q1 | $1.3M | Sell |
14,003
-600
| -4% | -$55.7K | 1.03% | 40 |
|
|
2017
Q4 | $1.34M | Sell |
14,603
-1,080
| -7% | -$99.3K | 1.02% | 38 |
|
|
2017
Q3 | $1.21M | Sell |
15,683
-2,025
| -11% | -$156K | 0.94% | 40 |
|
|
2017
Q2 | $1.2M | Hold |
17,708
| – | – | 0.91% | 41 |
|
|
2017
Q1 | $1.17M | Sell |
17,708
-2,895
| -14% | -$192K | 0.89% | 40 |
|
|
2016
Q4 | $1.41M | Sell |
20,603
-167
| -0.8% | -$11.4K | 1.1% | 34 |
|
|
2016
Q3 | $1.1M | Buy |
20,770
+67
| +0.3% | +$3.55K | 0.86% | 37 |
|
|
2016
Q2 | $1.06M | Hold |
20,703
| – | – | 0.84% | 39 |
|
|
2016
Q1 | $1.33M | Sell |
20,703
-2,818
| -12% | -$181K | 1.07% | 32 |
|
|
2015
Q4 | $1.66M | Sell |
23,521
-8,000
| -25% | -$566K | 1.34% | 27 |
|
|
2015
Q3 | $1.89M | Sell |
31,521
-159
| -0.5% | -$9.55K | 1.63% | 25 |
|
|
2015
Q2 | $1.98M | Sell |
31,680
-520
| -2% | -$32.5K | 1.5% | 26 |
|
|
2015
Q1 | $2.05M | Sell |
32,200
-7,320
| -19% | -$466K | 1.55% | 22 |
|
|
2014
Q4 | $1.96M | Hold |
39,520
| – | – | 1.46% | 24 |
|
|
2014
Q3 | $1.83M | Hold |
39,520
| – | – | 1.3% | 27 |
|
|
2014
Q2 | $1.98M | Sell |
39,520
-1,200
| -3% | -$60.1K | 1.36% | 26 |
|
|
2014
Q1 | $2.16M | Sell |
40,720
-1,400
| -3% | -$74.3K | 1.56% | 21 |
|
|
2013
Q4 | $2.12M | Buy |
+42,120
| New | +$2.12M | 1.56% | 21 |
|