Northstar Advisory Group’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 | $547K | Sell |
4,072
-78
| -2% | -$10.5K | 0.27% | 68 |
|
|
2025
Q1 | $548K | Hold |
4,150
| – | – | 0.36% | 63 |
|
|
2024
Q4 | $509K | Sell |
4,150
-7
| -0.2% | -$858 | 0.26% | 67 |
|
|
2024
Q3 | $561K | Sell |
4,157
-9
| -0.2% | -$1.22K | 0.29% | 67 |
|
|
2024
Q2 | $653K | Hold |
4,166
| – | – | 0.38% | 54 |
|
|
2024
Q1 | $662K | Sell |
4,166
-50
| -1% | -$7.94K | 0.4% | 47 |
|
|
2023
Q4 | $548K | Hold |
4,216
| – | – | 0.33% | 49 |
|
|
2023
Q3 | $597K | Hold |
4,216
| – | – | 0.44% | 48 |
|
|
2023
Q2 | $495K | Hold |
4,216
| – | – | 0.32% | 52 |
|
|
2023
Q1 | $589K | Hold |
4,216
| – | – | 0.44% | 48 |
|
|
2022
Q4 | $535K | Hold |
4,216
| – | – | 0.42% | 51 |
|
|
2022
Q3 | $450K | Hold |
4,216
| – | – | 0.4% | 50 |
|
|
2022
Q2 | $448K | Sell |
4,216
-25
| -0.6% | -$2.66K | 0.33% | 43 |
|
|
2022
Q1 | $431K | Sell |
4,241
-50
| -1% | -$5.08K | 0.28% | 71 |
|
|
2021
Q4 | $322K | Buy |
+4,291
| New | +$322K | 0.19% | 79 |
|
|
2021
Q3 | – | Sell |
-4,191
| Closed | -$327K | – | 131 |
|
|
2021
Q2 | $327K | Hold |
4,191
| – | – | 0.2% | 91 |
|
|
2021
Q1 | $300K | Sell |
4,191
-4,055
| -49% | -$290K | 0.23% | 81 |
|
|
2020
Q4 | $466K | Buy |
+8,246
| New | +$466K | 0.39% | 52 |
|