Oak Asset 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 | $222K | Sell |
1,653
-146
| -8% | -$19.6K | 0.08% | 99 |
|
|
2025
Q1 | $238K | Hold |
1,799
| – | – | 0.09% | 93 |
|
|
2024
Q4 | $221K | Hold |
1,799
| – | – | 0.08% | 98 |
|
|
2024
Q3 | $243K | Hold |
1,799
| – | – | 0.09% | 98 |
|
|
2024
Q2 | $282K | Hold |
1,799
| – | – | 0.1% | 90 |
|
|
2024
Q1 | $307K | Sell |
1,799
-50
| -3% | -$8.53K | 0.11% | 88 |
|
|
2023
Q4 | $240K | Hold |
1,849
| – | – | 0.1% | 95 |
|
|
2023
Q3 | $262K | Hold |
1,849
| – | – | 0.11% | 91 |
|
|
2023
Q2 | $217K | Hold |
1,849
| – | – | 0.09% | 96 |
|
|
2023
Q1 | $258K | Hold |
1,849
| – | – | 0.11% | 91 |
|
|
2022
Q4 | $235K | Buy |
+1,849
| New | +$235K | 0.11% | 92 |
|