Mount Yale Investment Advisors’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 | $331K | Sell |
2,462
-7,877
| -76% | -$1.06M | 0.03% | 432 |
|
|
2025
Q1 | $1.37M | Buy |
10,339
+665
| +7% | +$87.8K | 0.12% | 156 |
|
|
2024
Q4 | $1.19M | Buy |
9,674
+1,341
| +16% | +$164K | 0.1% | 174 |
|
|
2024
Q3 | $1.13M | Buy |
8,333
+3,598
| +76% | +$486K | 0.11% | 180 |
|
|
2024
Q2 | $742K | Sell |
4,735
-944
| -17% | -$148K | 0.06% | 263 |
|
|
2024
Q1 | $969K | Buy |
+5,679
| New | +$969K | 0.07% | 224 |
|
|
2020
Q3 | – | Sell |
-3,672
| Closed | -$216K | – | 376 |
|
|
2020
Q2 | $216K | Sell |
3,672
-6,098
| -62% | -$359K | 0.04% | 296 |
|
|
2020
Q1 | $443K | Sell |
9,770
-1,238
| -11% | -$56.1K | 0.1% | 194 |
|
|
2019
Q4 | $928K | Buy |
11,008
+363
| +3% | +$30.6K | 0.16% | 126 |
|
|
2019
Q3 | $1.07M | Buy |
10,645
+1,138
| +12% | +$114K | 0.19% | 111 |
|
|
2019
Q2 | $721K | Buy |
9,507
+2,974
| +46% | +$226K | 0.13% | 134 |
|
|
2019
Q1 | $554K | Buy |
6,533
+327
| +5% | +$27.7K | 0.1% | 157 |
|
|
2018
Q4 | $517K | Buy |
6,206
+5,470
| +743% | +$456K | 0.11% | 166 |
|
|
2018
Q3 | $68K | Sell |
736
-253
| -26% | -$23.4K | 0.01% | 551 |
|
|
2018
Q2 | $110K | Sell |
989
-66,480
| -99% | -$7.39M | 0.02% | 431 |
|
|
2018
Q1 | $6.26M | Buy |
+67,469
| New | +$6.26M | 1.34% | 17 |
|