MTM Investment Management’s Valero Energy VLO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.01M	Hold	4,100	–	–	0.32%	83
2025 Q4	$667K	Sell	4,100 -75	-2%	-$12.7K	0.21%	107
2025 Q3	$711K	Sell	4,175 -200	-5%	-$29.8K	0.23%	103
2025 Q2	$588K	Hold	4,375	–	–	0.2%	113
2025 Q1	$585K	Sell	4,375 -255	-6%	-$33.8K	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%	-$25.4K	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%	-$1.34K	0.35%	83
2022 Q4	$614K	Hold	4,840	–	–	0.32%	90
2022 Q3	$517K	Buy	4,840 +10	+0.2%	+$1.1K	0.29%	90
2022 Q2	$522K	Sell	4,830 -100	-2%	-$11.8K	0.28%	95
2022 Q1	$501K	Hold	4,930	–	–	0.24%	103
2021 Q4	$370K	Buy	+4,930	New	+$367K	0.18%	117
2021 Q3	–	Sell	-2,692	Closed	-$210K	–	275
2021 Q2	$210K	Buy	+2,692	New	+$208K	0.11%	160