OAM
Occidental Asset Management’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238K | Sell |
1,774
-1,260
| -42% | -$169K | 0.03% | 228 |
|
|
2025
Q1 | $401K | Buy |
3,034
+430
| +17% | +$56.8K | 0.06% | 156 |
|
|
2024
Q4 | $319K | Buy |
+2,604
| New | +$319K | 0.05% | 163 |
|
|
2024
Q2 | – | Sell |
-1,184
| Closed | -$202K | – | 217 |
|
|
2024
Q1 | $202K | Buy |
+1,184
| New | +$202K | 0.04% | 192 |
|
|
2020
Q1 | – | Sell |
-10,760
| Closed | -$1.01M | – | 169 |
|
|
2019
Q4 | $1.01M | Buy |
10,760
+419
| +4% | +$39.3K | 0.41% | 56 |
|
|
2019
Q3 | $881K | Buy |
10,341
+1,621
| +19% | +$138K | 0.37% | 60 |
|
|
2019
Q2 | $747K | Sell |
8,720
-279
| -3% | -$23.9K | 0.34% | 65 |
|
|
2019
Q1 | $763K | Buy |
8,999
+1,811
| +25% | +$154K | 0.37% | 56 |
|
|
2018
Q4 | $539K | Buy |
7,188
+286
| +4% | +$21.4K | 0.3% | 63 |
|
|
2018
Q3 | $785K | Buy |
6,902
+302
| +5% | +$34.3K | 0.39% | 59 |
|
|
2018
Q2 | $731K | Buy |
6,600
+117
| +2% | +$13K | 0.39% | 48 |
|
|
2018
Q1 | $601K | Hold |
6,483
| – | – | 0.32% | 53 |
|
|
2017
Q4 | $596K | Buy |
6,483
+50
| +0.8% | +$4.6K | 0.31% | 55 |
|
|
2017
Q3 | $495K | Buy |
6,433
+47
| +0.7% | +$3.62K | 0.27% | 64 |
|
|
2017
Q2 | $431K | Buy |
6,386
+251
| +4% | +$16.9K | 0.26% | 68 |
|
|
2017
Q1 | $407K | Buy |
6,135
+1,070
| +21% | +$71K | 0.27% | 62 |
|
|
2016
Q4 | $346K | Buy |
+5,065
| New | +$346K | 0.25% | 75 |
|