Morningstar Investment Services’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,476
| Closed | -$227K | – | 420 |
|
|
2024
Q2 | $227K | Buy |
1,476
+172
| +13% | +$26.5K | ﹤0.01% | 357 |
|
|
2024
Q1 | $219K | Sell |
1,304
-705
| -35% | -$118K | ﹤0.01% | 332 |
|
|
2023
Q4 | $261K | Buy |
+2,009
| New | +$261K | ﹤0.01% | 368 |
|
|
2018
Q4 | – | Sell |
-1,870
| Closed | -$213K | – | 212 |
|
|
2018
Q3 | $213K | Buy |
1,870
+47
| +3% | +$5.35K | ﹤0.01% | 197 |
|
|
2018
Q2 | $202K | Buy |
+1,823
| New | +$202K | ﹤0.01% | 199 |
|