OWA
Opal Wealth Advisors’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $259K | Sell |
1,930
-1
| -0.1% | -$134 | 0.07% | 160 |
|
|
2025
Q1 | $255K | Buy |
+1,931
| New | +$255K | 0.08% | 144 |
|
|
2024
Q4 | – | Sell |
-1,834
| Closed | -$248K | – | 205 |
|
|
2024
Q3 | $248K | Buy |
1,834
+82
| +5% | +$11.1K | 0.08% | 156 |
|
|
2024
Q2 | $275K | Buy |
1,752
+414
| +31% | +$64.9K | 0.09% | 130 |
|
|
2024
Q1 | $228K | Buy |
+1,338
| New | +$228K | 0.08% | 156 |
|
|
2023
Q1 | – | Sell |
-3,496
| Closed | -$444K | – | 140 |
|
|
2022
Q4 | $444K | Sell |
3,496
-8
| -0.2% | -$1.02K | 0.24% | 58 |
|
|
2022
Q3 | $374K | Hold |
3,504
| – | – | 0.27% | 53 |
|
|
2022
Q2 | $372K | Buy |
3,504
+8
| +0.2% | +$849 | 0.25% | 54 |
|
|
2022
Q1 | $355K | Buy |
3,496
+9
| +0.3% | +$914 | 0.31% | 53 |
|
|
2021
Q4 | $262K | Sell |
3,487
-15,439
| -82% | -$1.16M | 0.17% | 92 |
|
|
2021
Q3 | $1.34M | Buy |
18,926
+14,851
| +364% | +$1.05M | 1.28% | 12 |
|
|
2021
Q2 | $318K | Buy |
4,075
+725
| +22% | +$56.6K | 0.3% | 48 |
|
|
2021
Q1 | $240K | Buy |
+3,350
| New | +$240K | 0.26% | 62 |
|