OneAscent Wealth Management’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $313K | Buy |
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|
2025
Q1 | $295K | Buy |
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|
2024
Q4 | $227K | Sell |
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|
2024
Q3 | $288K | Sell |
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|
2024
Q2 | $338K | Sell |
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|
2024
Q1 | $371K | Buy |
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|
2023
Q4 | $254K | Sell |
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|
2023
Q3 | $306K | Sell |
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|
2023
Q2 | $310K | Sell |
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|
2023
Q1 | $376K | Sell |
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|
2022
Q4 | $380K | Sell |
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|
2022
Q3 | $355K | Buy |
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|
2022
Q2 | $343K | Buy |
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