Mitchell & Pahl Private Wealth’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 | $2.03M | Buy |
15,075
+847
| +6% | +$114K | 0.9% | 41 |
|
|
2025
Q1 | $1.88M | Buy |
14,228
+43
| +0.3% | +$5.68K | 0.88% | 44 |
|
|
2024
Q4 | $1.74M | Buy |
14,185
+1,048
| +8% | +$128K | 0.81% | 47 |
|
|
2024
Q3 | $1.77M | Buy |
13,137
+424
| +3% | +$57.2K | 0.83% | 45 |
|
|
2024
Q2 | $1.99M | Sell |
12,713
-194
| -2% | -$30.4K | 1.05% | 32 |
|
|
2024
Q1 | $2.2M | Buy |
12,907
+24
| +0.2% | +$4.1K | 1.16% | 22 |
|
|
2023
Q4 | $1.67M | Sell |
12,883
-152
| -1% | -$19.8K | 0.95% | 36 |
|
|
2023
Q3 | $1.85M | Buy |
13,035
+899
| +7% | +$127K | 1.1% | 28 |
|
|
2023
Q2 | $1.42M | Buy |
12,136
+393
| +3% | +$46.1K | 0.86% | 40 |
|
|
2023
Q1 | $1.64M | Buy |
11,743
+124
| +1% | +$17.3K | 1.03% | 28 |
|
|
2022
Q4 | $1.47M | Sell |
11,619
-155
| -1% | -$19.7K | 0.97% | 35 |
|
|
2022
Q3 | $1.26M | Buy |
11,774
+674
| +6% | +$72K | 0.93% | 33 |
|
|
2022
Q2 | $1.18M | Buy |
11,100
+453
| +4% | +$48.2K | 0.82% | 43 |
|
|
2022
Q1 | $1.08M | Buy |
10,647
+1,063
| +11% | +$108K | 0.69% | 48 |
|
|
2021
Q4 | $720K | Buy |
9,584
+579
| +6% | +$43.5K | 0.46% | 73 |
|
|
2021
Q3 | $635K | Buy |
9,005
+279
| +3% | +$19.7K | 0.46% | 76 |
|
|
2021
Q2 | $681K | Buy |
8,726
+704
| +9% | +$54.9K | 0.49% | 75 |
|
|
2021
Q1 | $574K | Buy |
8,022
+1,104
| +16% | +$79K | 0.45% | 79 |
|
|
2020
Q4 | $391K | Buy |
+6,918
| New | +$391K | 0.33% | 93 |
|