Mustard Seed Financial’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 | $202K | Buy |
+1,500
| New | +$202K | 0.15% | 84 |
|
2025
Q1 | – | Sell |
-2,995
| Closed | -$367K | – | 85 |
|
2024
Q4 | $367K | Hold |
2,995
| – | – | 0.3% | 58 |
|
2024
Q3 | $404K | Sell |
2,995
-21
| -0.7% | -$2.84K | 0.34% | 55 |
|
2024
Q2 | $473K | Hold |
3,016
| – | – | 0.45% | 51 |
|
2024
Q1 | $515K | Hold |
3,016
| – | – | 0.51% | 46 |
|
2023
Q4 | $392K | Buy |
+3,016
| New | +$392K | 0.44% | 49 |
|