Mount Yale Investment Advisors’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 | $331K | Sell |
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|
2025
Q1 | $1.37M | Buy |
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|
2024
Q4 | $1.19M | Buy |
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|
2024
Q3 | $1.13M | Buy |
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|
2024
Q2 | $742K | Sell |
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|
2024
Q1 | $969K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $216K | Sell |
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|
2020
Q1 | $443K | Sell |
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|
2019
Q4 | $928K | Buy |
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|
2019
Q3 | $1.07M | Buy |
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|
2019
Q2 | $721K | Buy |
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|
2019
Q1 | $554K | Buy |
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|
2018
Q4 | $517K | Buy |
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|
2018
Q3 | $68K | Sell |
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|
2018
Q2 | $110K | Sell |
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|
2018
Q1 | $6.26M | Buy |
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