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Mowery & Schoenfeld Wealth Management’s Valero Energy VLO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$40.3K Hold
300
0.06% 124
2025
Q1
$39.6K Buy
300
+3
+1% +$396 0.08% 150
2024
Q4
$36.4K Buy
+297
New +$36.4K 0.07% 132