MTM Investment Management’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
$588K Hold
4,375
0.2% 113
2025
Q1
$585K Sell
4,375
-255
-6% -$34.1K 0.23% 104
2024
Q4
$568K Hold
4,630
0.22% 105
2024
Q3
$659K Hold
4,630
0.26% 90
2024
Q2
$726K Hold
4,630
0.3% 84
2024
Q1
$790K Hold
4,630
0.33% 80
2023
Q4
$602K Sell
4,630
-200
-4% -$26K 0.28% 91
2023
Q3
$684K Hold
4,830
0.35% 79
2023
Q2
$567K Hold
4,830
0.28% 91
2023
Q1
$674K Sell
4,830
-10
-0.2% -$1.4K 0.35% 83
2022
Q4
$614K Hold
4,840
0.32% 90
2022
Q3
$517K Buy
4,840
+10
+0.2% +$1.07K 0.29% 90
2022
Q2
$522K Sell
4,830
-100
-2% -$10.8K 0.28% 95
2022
Q1
$501K Hold
4,930
0.24% 103
2021
Q4
$370K Buy
+4,930
New +$370K 0.18% 117
2021
Q3
Sell
-2,692
Closed -$210K 275
2021
Q2
$210K Buy
+2,692
New +$210K 0.11% 160