Montag & Associates’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $61.3K | Hold |
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|
2025
Q1 | $60.2K | Sell |
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|
2024
Q4 | $255K | Sell |
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|
2024
Q3 | $300K | Sell |
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|
2024
Q2 | $457K | Buy |
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|
2024
Q1 | $474K | Sell |
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|
2023
Q4 | $1.16M | Buy |
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|
2023
Q3 | $1.25M | Buy |
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|
2023
Q2 | $270K | Sell |
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|
2023
Q1 | $349K | Buy |
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|
2022
Q4 | $102K | Hold |
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|
2022
Q3 | $86K | Buy |
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|
2022
Q2 | $52K | Hold |
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|
2022
Q1 | $50K | Hold |
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|
2021
Q4 | $37K | Hold |
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|
2021
Q3 | $34K | Buy |
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|
2021
Q2 | $12K | Hold |
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|
2021
Q1 | $11K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $838K | Hold |
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|
2016
Q3 | $650K | Buy |
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