One Wealth Advisors’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 | $495K | Sell |
3,680
-646
| -15% | -$86.8K | 0.07% | 156 |
|
|
2025
Q1 | $571K | Sell |
4,326
-68
| -2% | -$8.98K | 0.09% | 136 |
|
|
2024
Q4 | $539K | Buy |
4,394
+872
| +25% | +$107K | 0.08% | 112 |
|
|
2024
Q3 | $476K | Buy |
3,522
+252
| +8% | +$34K | 0.07% | 137 |
|
|
2024
Q2 | $498K | Sell |
3,270
-279
| -8% | -$42.5K | 0.11% | 101 |
|
|
2024
Q1 | $606K | Sell |
3,549
-140
| -4% | -$23.9K | 0.11% | 108 |
|
|
2023
Q4 | $480K | Buy |
3,689
+1,078
| +41% | +$140K | 0.09% | 111 |
|
|
2023
Q3 | $370K | Buy |
2,611
+555
| +27% | +$78.6K | 0.08% | 121 |
|
|
2023
Q2 | $241K | Buy |
+2,056
| New | +$241K | 0.05% | 177 |
|
|
2019
Q2 | – | Sell |
-3,190
| Closed | -$271K | – | 477 |
|
|
2019
Q1 | $271K | Sell |
3,190
-50,765
| -94% | -$4.31M | 0.22% | 79 |
|
|
2018
Q4 | $344K | Buy |
53,955
+42,690
| +379% | +$272K | 0.34% | 47 |
|
|
2018
Q3 | $1.28M | Sell |
11,265
-1,992
| -15% | -$227K | 0.98% | 9 |
|
|
2018
Q2 | $1.47M | Buy |
+13,257
| New | +$1.47M | 1.17% | 8 |
|
|
2018
Q1 | – | Sell |
-14,632
| Closed | -$1.35M | – | 584 |
|
|
2017
Q4 | $1.35M | Buy |
+14,632
| New | +$1.35M | 1.09% | 9 |
|