Neumann Capital Management’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 | $1.05M | 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% | -$31.4K | 0.42% | 48 |
|
|
2024
Q1 | $1.37M | Sell |
8,013
-300
| -4% | -$51.2K | 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% | -$139K | 0.51% | 47 |
|
|
2022
Q4 | $1.18M | Sell |
9,312
-1,001
| -10% | -$127K | 0.55% | 46 |
|
|
2022
Q3 | $1.1M | Sell |
10,313
-950
| -8% | -$102K | 0.57% | 51 |
|
|
2022
Q2 | $1.2M | Sell |
11,263
-200
| -2% | -$21.3K | 0.61% | 45 |
|
|
2022
Q1 | $1.16M | Sell |
11,463
-125
| -1% | -$12.7K | 0.49% | 50 |
|
|
2021
Q4 | $870K | Hold |
11,588
| – | – | 0.35% | 56 |
|
|
2021
Q3 | $818K | Sell |
11,588
-860
| -7% | -$60.7K | 0.37% | 56 |
|
|
2021
Q2 | $972K | Hold |
12,448
| – | – | 0.44% | 52 |
|
|
2021
Q1 | $891K | Sell |
12,448
-2,190
| -15% | -$157K | 0.42% | 55 |
|
|
2020
Q4 | $828K | Buy |
14,638
+2,900
| +25% | +$164K | 0.42% | 52 |
|
|
2020
Q3 | $509K | Buy |
11,738
+840
| +8% | +$36.4K | 0.29% | 57 |
|
|
2020
Q2 | $641K | Buy |
10,898
+850
| +8% | +$50K | 0.39% | 50 |
|
|
2020
Q1 | $456K | Sell |
10,048
-1,500
| -13% | -$68.1K | 0.33% | 57 |
|
|
2019
Q4 | $1.08M | Sell |
11,548
-250
| -2% | -$23.4K | 0.63% | 46 |
|
|
2019
Q3 | $1.01M | Hold |
11,798
| – | – | 0.62% | 44 |
|
|
2019
Q2 | $1.01M | Buy |
11,798
+1,200
| +11% | +$103K | 0.63% | 44 |
|
|
2019
Q1 | $899K | Hold |
10,598
| – | – | 0.57% | 45 |
|
|
2018
Q4 | $795K | Sell |
10,598
-3,000
| -22% | -$225K | 0.6% | 46 |
|
|
2018
Q3 | $1.55M | Hold |
13,598
| – | – | 0.91% | 36 |
|
|
2018
Q2 | $1.51M | Sell |
13,598
-1,050
| -7% | -$116K | 0.95% | 36 |
|
|
2018
Q1 | $1.36M | Buy |
14,648
+725
| +5% | +$67.3K | 0.86% | 39 |
|
|
2017
Q4 | $1.28M | Hold |
13,923
| – | – | 0.78% | 42 |
|
|
2017
Q3 | $1.07M | Hold |
13,923
| – | – | 0.66% | 43 |
|
|
2017
Q2 | $939K | Buy |
13,923
+1,770
| +15% | +$119K | 0.6% | 45 |
|
|
2017
Q1 | $806K | Hold |
12,153
| – | – | 0.52% | 51 |
|
|
2016
Q4 | $830K | Buy |
12,153
+1,450
| +14% | +$99K | 0.54% | 49 |
|
|
2016
Q3 | $567K | Buy |
10,703
+360
| +3% | +$19.1K | 0.38% | 56 |
|
|
2016
Q2 | $528K | Hold |
10,343
| – | – | 0.35% | 59 |
|
|
2016
Q1 | $663K | Hold |
10,343
| – | – | 0.44% | 55 |
|
|
2015
Q4 | $731K | Hold |
10,343
| – | – | 0.51% | 54 |
|
|
2015
Q3 | $622K | Hold |
10,343
| – | – | 0.44% | 55 |
|
|
2015
Q2 | $647K | Hold |
10,343
| – | – | 0.41% | 57 |
|
|
2015
Q1 | $658K | Hold |
10,343
| – | – | 0.42% | 56 |
|
|
2014
Q4 | $512K | Buy |
+10,343
| New | +$512K | 0.33% | 60 |
|