Merit Financial Group’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 | $2.08M | Buy |
15,492
+1,643
| +12% | +$221K | 0.02% | 506 |
|
2025
Q1 | $1.83M | Buy |
13,849
+6,966
| +101% | +$920K | 0.03% | 448 |
|
2024
Q4 | $844K | Buy |
6,883
+1,899
| +38% | +$233K | 0.02% | 547 |
|
2024
Q3 | $673K | Sell |
4,984
-2,362
| -32% | -$319K | 0.02% | 500 |
|
2024
Q2 | $1.15M | Buy |
7,346
+1,003
| +16% | +$157K | 0.03% | 371 |
|
2024
Q1 | $995K | Buy |
6,343
+1,197
| +23% | +$188K | 0.02% | 400 |
|
2023
Q4 | $669K | Buy |
5,146
+513
| +11% | +$66.7K | 0.02% | 411 |
|
2023
Q3 | $656K | Sell |
4,633
-192
| -4% | -$27.2K | 0.02% | 395 |
|
2023
Q2 | $566K | Buy |
4,825
+1,143
| +31% | +$134K | 0.02% | 435 |
|
2023
Q1 | $514K | Sell |
3,682
-531
| -13% | -$74.1K | 0.02% | 391 |
|
2022
Q4 | $535K | Buy |
4,213
+689
| +20% | +$87.4K | 0.02% | 402 |
|
2022
Q3 | $377K | Sell |
3,524
-790
| -18% | -$84.5K | 0.02% | 395 |
|
2022
Q2 | $459K | Buy |
4,314
+2,047
| +90% | +$218K | 0.01% | 367 |
|
2022
Q1 | $230K | Sell |
2,267
-5,283
| -70% | -$536K | 0.01% | 343 |
|
2021
Q4 | $567K | Buy |
7,550
+310
| +4% | +$23.3K | 0.06% | 157 |
|
2021
Q3 | $511K | Buy |
7,240
+135
| +2% | +$9.53K | 0.05% | 153 |
|
2021
Q2 | $555K | Buy |
7,105
+132
| +2% | +$10.3K | 0.05% | 148 |
|
2021
Q1 | $499K | Buy |
6,973
+835
| +14% | +$59.8K | 0.05% | 151 |
|
2020
Q4 | $347K | Sell |
6,138
-939
| -13% | -$53.1K | 0.03% | 157 |
|
2020
Q3 | $307K | Buy |
7,077
+367
| +5% | +$15.9K | 0.03% | 172 |
|
2020
Q2 | $395K | Buy |
6,710
+705
| +12% | +$41.5K | 0.04% | 148 |
|
2020
Q1 | $272K | Buy |
6,005
+181
| +3% | +$8.2K | 0.03% | 174 |
|
2019
Q4 | $545K | Buy |
5,824
+1,067
| +22% | +$99.8K | 0.05% | 131 |
|
2019
Q3 | $405K | Buy |
4,757
+159
| +3% | +$13.5K | 0.04% | 102 |
|
2019
Q2 | $393K | Buy |
4,598
+196
| +4% | +$16.8K | 0.05% | 84 |
|
2019
Q1 | $373K | Buy |
4,402
+998
| +29% | +$84.6K | 0.05% | 91 |
|
2018
Q4 | $255K | Buy |
3,404
+89
| +3% | +$6.67K | 0.04% | 96 |
|
2018
Q3 | $377K | Buy |
3,315
+17
| +0.5% | +$1.93K | 0.06% | 72 |
|
2018
Q2 | $365K | Buy |
3,298
+201
| +6% | +$22.2K | 0.07% | 70 |
|
2018
Q1 | $287K | Buy |
+3,097
| New | +$287K | 0.06% | 88 |
|