Mutual 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 | $1.18M | Buy |
8,327
+532
| +7% | +$75.5K | 0.03% | 442 |
|
|
2025
Q1 | $888K | Buy |
7,795
+1,029
| +15% | +$117K | 0.03% | 490 |
|
|
2024
Q4 | $943K | Sell |
6,766
-2,877
| -30% | -$401K | 0.03% | 494 |
|
|
2024
Q3 | $1.27M | Buy |
9,643
+2,628
| +37% | +$345K | 0.04% | 404 |
|
|
2024
Q2 | $1.1M | Sell |
7,015
-763
| -10% | -$120K | 0.03% | 457 |
|
|
2024
Q1 | $1.33M | Buy |
7,778
+539
| +7% | +$92K | 0.04% | 385 |
|
|
2023
Q4 | $941K | Buy |
7,239
+323
| +5% | +$42K | 0.03% | 468 |
|
|
2023
Q3 | $980K | Buy |
6,916
+67
| +1% | +$9.49K | 0.04% | 426 |
|
|
2023
Q2 | $803K | Buy |
6,849
+12
| +0.2% | +$1.41K | 0.03% | 499 |
|
|
2023
Q1 | $954K | Sell |
6,837
-58
| -0.8% | -$8.1K | 0.04% | 437 |
|
|
2022
Q4 | $875K | Buy |
6,895
+1,177
| +21% | +$149K | 0.04% | 440 |
|
|
2022
Q3 | $611K | Buy |
5,718
+272
| +5% | +$29.1K | 0.03% | 506 |
|
|
2022
Q2 | $579K | Sell |
5,446
-234
| -4% | -$24.9K | 0.04% | 489 |
|
|
2022
Q1 | $577K | Sell |
5,680
-427
| -7% | -$43.4K | 0.03% | 536 |
|
|
2021
Q4 | $459K | Sell |
6,107
-2,438
| -29% | -$183K | 0.02% | 607 |
|
|
2021
Q3 | $603K | Buy |
8,545
+2,166
| +34% | +$153K | 0.04% | 492 |
|
|
2021
Q2 | $498K | Buy |
6,379
+112
| +2% | +$8.74K | 0.03% | 520 |
|
|
2021
Q1 | $449K | Buy |
6,267
+589
| +10% | +$42.2K | 0.03% | 512 |
|
|
2020
Q4 | $321K | Sell |
5,678
-414
| -7% | -$23.4K | 0.02% | 585 |
|
|
2020
Q3 | $264K | Sell |
6,092
-2,046
| -25% | -$88.7K | 0.02% | 569 |
|
|
2020
Q2 | $479K | Buy |
8,138
+3,487
| +75% | +$205K | 0.05% | 393 |
|
|
2020
Q1 | $211K | Sell |
4,651
-1,152
| -20% | -$52.3K | 0.03% | 490 |
|
|
2019
Q4 | $543K | Buy |
5,803
+2,874
| +98% | +$269K | 0.06% | 328 |
|
|
2019
Q3 | $250K | Sell |
2,929
-3,100
| -51% | -$265K | 0.03% | 461 |
|
|
2019
Q2 | $516K | Buy |
6,029
+1,878
| +45% | +$161K | 0.07% | 325 |
|
|
2019
Q1 | $352K | Sell |
4,151
-150
| -3% | -$12.7K | 0.05% | 332 |
|
|
2018
Q4 | $322K | Buy |
4,301
+1,060
| +33% | +$79.4K | 0.06% | 308 |
|
|
2018
Q3 | $369K | Buy |
3,241
+70
| +2% | +$7.97K | 0.06% | 325 |
|
|
2018
Q2 | $351K | Buy |
3,171
+287
| +10% | +$31.8K | 0.08% | 299 |
|
|
2018
Q1 | $268K | Buy |
+2,884
| New | +$268K | 0.07% | 334 |
|