Neumann Capital Management’s Valero Energy VLO Stock Holding History

Neumann Capital Management’s Portfolio VLO Stock Details VLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-7,120	Closed	-$1.76M	–	104
2026 Q1	$1.76M	Sell	7,120 -201	-3%	-$41.4K	0.52%	45
2025 Q4	$1.19M	Hold	7,321	–	–	0.34%	58
2025 Q3	$1.25M	Sell	7,321 -492	-6%	-$73.4K	0.36%	55
2025 Q2	$1.05M	Hold	7,813	–	–	0.33%	62
2025 Q1	$1.03M	Hold	7,813	–	–	0.36%	60
2024 Q4	$958K	Hold	7,813	–	–	0.32%	62
2024 Q3	$1.05M	Hold	7,813	–	–	0.35%	57
2024 Q2	$1.22M	Sell	7,813 -200	-2%	-$32.3K	0.42%	48
2024 Q1	$1.37M	Sell	8,013 -300	-4%	-$43K	0.49%	47
2023 Q4	$1.08M	Hold	8,313	–	–	0.43%	51
2023 Q3	$1.18M	Hold	8,313	–	–	0.51%	47
2023 Q2	$975K	Hold	8,313	–	–	0.4%	54
2023 Q1	$1.16M	Sell	8,313 -999	-11%	-$134K	0.51%	47
2022 Q4	$1.18M	Sell	9,312 -1,001	-10%	-$126K	0.55%	46
2022 Q3	$1.1M	Sell	10,313 -950	-8%	-$105K	0.57%	51
2022 Q2	$1.2M	Sell	11,263 -200	-2%	-$23.7K	0.61%	45
2022 Q1	$1.16M	Sell	11,463 -125	-1%	-$10.8K	0.49%	50
2021 Q4	$870K	Hold	11,588	–	–	0.35%	56
2021 Q3	$818K	Sell	11,588 -860	-7%	-$57.2K	0.37%	56
2021 Q2	$972K	Hold	12,448	–	–	0.44%	52
2021 Q1	$891K	Sell	12,448 -2,190	-15%	-$149K	0.42%	55
2020 Q4	$828K	Buy	14,638 +2,900	+25%	+$142K	0.42%	52
2020 Q3	$509K	Buy	11,738 +840	+8%	+$44K	0.29%	57
2020 Q2	$641K	Buy	10,898 +850	+8%	+$50.8K	0.39%	50
2020 Q1	$456K	Sell	10,048 -1,500	-13%	-$109K	0.33%	57
2019 Q4	$1.08M	Sell	11,548 -250	-2%	-$23.6K	0.63%	46
2019 Q3	$1.01M	Hold	11,798	–	–	0.62%	44
2019 Q2	$1.01M	Buy	11,798 +1,200	+11%	+$99.1K	0.63%	44
2019 Q1	$899K	Hold	10,598	–	–	0.57%	45
2018 Q4	$795K	Sell	10,598 -3,000	-22%	-$264K	0.6%	46
2018 Q3	$1.55M	Hold	13,598	–	–	0.91%	36
2018 Q2	$1.51M	Sell	13,598 -1,050	-7%	-$118K	0.95%	36
2018 Q1	$1.36M	Buy	14,648 +725	+5%	+$67.7K	0.86%	39
2017 Q4	$1.28M	Hold	13,923	–	–	0.78%	43
2017 Q3	$1.07M	Hold	13,923	–	–	0.66%	44
2017 Q2	$939K	Buy	13,923 +1,770	+15%	+$115K	0.6%	46
2017 Q1	$806K	Hold	12,153	–	–	0.52%	52
2016 Q4	$830K	Buy	12,153 +1,450	+14%	+$89.2K	0.54%	50
2016 Q3	$567K	Buy	10,703 +360	+3%	+$19.2K	0.38%	57
2016 Q2	$528K	Hold	10,343	–	–	0.35%	60
2016 Q1	$663K	Hold	10,343	–	–	0.44%	56
2015 Q4	$731K	Hold	10,343	–	–	0.51%	55
2015 Q3	$622K	Hold	10,343	–	–	0.44%	56
2015 Q2	$647K	Hold	10,343	–	–	0.41%	58
2015 Q1	$658K	Hold	10,343	–	–	0.42%	57
2014 Q4	$512K	Buy	+10,343	New	+$501K	0.33%	61

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