Mission Wealth Management’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 | $391K | Sell |
2,909
-694
| -19% | -$93.3K | 0.01% | 511 |
|
|
2025
Q1 | $476K | Sell |
3,603
-796
| -18% | -$105K | 0.01% | 438 |
|
|
2024
Q4 | $539K | Sell |
4,399
-214
| -5% | -$26.2K | 0.01% | 394 |
|
|
2024
Q3 | $623K | Buy |
4,613
+1,327
| +40% | +$179K | 0.02% | 371 |
|
|
2024
Q2 | $515K | Sell |
3,286
-358
| -10% | -$56.1K | 0.01% | 385 |
|
|
2024
Q1 | $622K | Sell |
3,644
-255
| -7% | -$43.5K | 0.02% | 362 |
|
|
2023
Q4 | $507K | Buy |
3,899
+529
| +16% | +$68.8K | 0.02% | 355 |
|
|
2023
Q3 | $478K | Sell |
3,370
-137
| -4% | -$19.4K | 0.02% | 335 |
|
|
2023
Q2 | $411K | Buy |
3,507
+65
| +2% | +$7.62K | 0.02% | 376 |
|
|
2023
Q1 | $481K | Buy |
3,442
+11
| +0.3% | +$1.54K | 0.02% | 334 |
|
|
2022
Q4 | $435K | Sell |
3,431
-110
| -3% | -$14K | 0.02% | 333 |
|
|
2022
Q3 | $378K | Sell |
3,541
-117
| -3% | -$12.5K | 0.02% | 331 |
|
|
2022
Q2 | $389K | Sell |
3,658
-75
| -2% | -$7.98K | 0.02% | 342 |
|
|
2022
Q1 | $379K | Buy |
3,733
+6
| +0.2% | +$609 | 0.02% | 352 |
|
|
2021
Q4 | $280K | Buy |
3,727
+24
| +0.6% | +$1.8K | 0.01% | 428 |
|
|
2021
Q3 | $261K | Sell |
3,703
-131
| -3% | -$9.23K | 0.01% | 423 |
|
|
2021
Q2 | $299K | Buy |
+3,834
| New | +$299K | 0.02% | 387 |
|
|
2020
Q4 | – | Sell |
-10,845
| Closed | -$470K | – | 422 |
|
|
2020
Q3 | $470K | Buy |
10,845
+774
| +8% | +$33.5K | 0.04% | 210 |
|
|
2020
Q2 | $592K | Buy |
10,071
+1,308
| +15% | +$76.9K | 0.05% | 162 |
|
|
2020
Q1 | $398K | Sell |
8,763
-500
| -5% | -$22.7K | 0.04% | 180 |
|
|
2019
Q4 | $867K | Sell |
9,263
-6
| -0.1% | -$562 | 0.08% | 125 |
|
|
2019
Q3 | $790K | Sell |
9,269
-155
| -2% | -$13.2K | 0.08% | 124 |
|
|
2019
Q2 | $807K | Sell |
9,424
-55
| -0.6% | -$4.71K | 0.09% | 118 |
|
|
2019
Q1 | $804K | Sell |
9,479
-2
| -0% | -$170 | 0.09% | 113 |
|
|
2018
Q4 | $711K | Sell |
9,481
-324
| -3% | -$24.3K | 0.09% | 112 |
|
|
2018
Q3 | $1.12M | Buy |
9,805
+25
| +0.3% | +$2.84K | 0.15% | 86 |
|
|
2018
Q2 | $1.08M | Buy |
9,780
+268
| +3% | +$29.7K | 0.16% | 81 |
|
|
2018
Q1 | $882K | Buy |
9,512
+530
| +6% | +$49.1K | 0.14% | 81 |
|
|
2017
Q4 | $826K | Buy |
8,982
+500
| +6% | +$46K | 0.14% | 77 |
|
|
2017
Q3 | $653K | Hold |
8,482
| – | – | 0.12% | 88 |
|
|
2017
Q2 | $572K | Hold |
8,482
| – | – | 0.11% | 90 |
|
|
2017
Q1 | $562K | Hold |
8,482
| – | – | 0.11% | 90 |
|
|
2016
Q4 | $579K | Hold |
8,482
| – | – | 0.12% | 87 |
|
|
2016
Q3 | $450K | Buy |
8,482
+43
| +0.5% | +$2.28K | 0.11% | 92 |
|
|
2016
Q2 | $430K | Buy |
+8,439
| New | +$430K | 0.11% | 89 |
|