Narus Financial Partners’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 | $243K | Buy |
1,808
+223
| +14% | +$30K | 0.08% | 135 |
|
|
2025
Q1 | $209K | Buy |
+1,585
| New | +$209K | 0.07% | 146 |
|
|
2024
Q3 | – | Sell |
-1,525
| Closed | -$239K | – | 156 |
|
|
2024
Q2 | $239K | Sell |
1,525
-140
| -8% | -$21.9K | 0.1% | 126 |
|
|
2024
Q1 | $284K | Sell |
1,665
-99
| -6% | -$16.9K | 0.12% | 115 |
|
|
2023
Q4 | $229K | Sell |
1,764
-63
| -3% | -$8.19K | 0.11% | 123 |
|
|
2023
Q3 | $259K | Buy |
1,827
+103
| +6% | +$14.6K | 0.13% | 99 |
|
|
2023
Q2 | $202K | Buy |
1,724
+229
| +15% | +$26.9K | 0.1% | 118 |
|
|
2023
Q1 | $209K | Buy |
+1,495
| New | +$209K | 0.11% | 108 |
|
|
2019
Q4 | $583K | Sell |
6,229
-636
| -9% | -$59.6K | 0.41% | 27 |
|
|
2019
Q3 | $585K | Sell |
6,865
-13
| -0.2% | -$1.11K | 0.43% | 23 |
|
|
2019
Q2 | $589K | Buy |
+6,878
| New | +$589K | 0.46% | 20 |
|
|
2017
Q3 | $547K | Buy |
7,114
+432
| +6% | +$33.2K | 0.48% | 31 |
|
|
2017
Q2 | $451K | Sell |
6,682
-486
| -7% | -$32.8K | 0.42% | 34 |
|
|
2017
Q1 | $475K | Buy |
7,168
+1,247
| +21% | +$82.6K | 0.46% | 32 |
|
|
2016
Q4 | $405K | Buy |
+5,921
| New | +$405K | 0.43% | 35 |
|