Optimum Investment 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 | $313K | Hold |
2,325
| – | – | 0.14% | 139 |
|
|
2025
Q1 | $307K | Sell |
2,325
-800
| -26% | -$106K | 0.14% | 132 |
|
|
2024
Q4 | $383K | Sell |
3,125
-250
| -7% | -$30.6K | 0.17% | 120 |
|
|
2024
Q3 | $456K | Sell |
3,375
-999
| -23% | -$135K | 0.2% | 109 |
|
|
2024
Q2 | $686K | Hold |
4,374
| – | – | 0.31% | 70 |
|
|
2024
Q1 | $747K | Sell |
4,374
-450
| -9% | -$76.8K | 0.34% | 70 |
|
|
2023
Q4 | $627K | Buy |
4,824
+200
| +4% | +$26K | 0.32% | 75 |
|
|
2023
Q3 | $655K | Buy |
4,624
+200
| +5% | +$28.3K | 0.34% | 74 |
|
|
2023
Q2 | $519K | Buy |
4,424
+200
| +5% | +$23.5K | 0.25% | 101 |
|
|
2023
Q1 | $590K | Buy |
4,224
+50
| +1% | +$6.98K | 0.31% | 79 |
|
|
2022
Q4 | $530K | Buy |
4,174
+500
| +14% | +$63.4K | 0.29% | 88 |
|
|
2022
Q3 | $393K | Buy |
3,674
+1,275
| +53% | +$136K | 0.21% | 111 |
|
|
2022
Q2 | $255K | Buy |
2,399
+200
| +9% | +$21.3K | 0.13% | 162 |
|
|
2022
Q1 | $223K | Sell |
2,199
-200
| -8% | -$20.3K | 0.09% | 191 |
|
|
2021
Q4 | $180K | Hold |
2,399
| – | – | 0.07% | 250 |
|
|
2021
Q3 | $169K | Sell |
2,399
-3,400
| -59% | -$240K | 0.07% | 246 |
|
|
2021
Q2 | $453K | Sell |
5,799
-1,325
| -19% | -$104K | 0.14% | 157 |
|
|
2021
Q1 | $510K | Buy |
7,124
+100
| +1% | +$7.16K | 0.15% | 141 |
|
|
2020
Q4 | $397K | Sell |
7,024
-550
| -7% | -$31.1K | 0.12% | 159 |
|
|
2020
Q3 | $328K | Buy |
7,574
+100
| +1% | +$4.33K | 0.11% | 162 |
|
|
2020
Q2 | $440K | Sell |
7,474
-375
| -5% | -$22.1K | 0.15% | 145 |
|
|
2020
Q1 | $356K | Sell |
7,849
-357
| -4% | -$16.2K | 0.15% | 149 |
|
|
2019
Q4 | $769K | Buy |
8,206
+1
| +0% | +$94 | 0.23% | 114 |
|
|
2019
Q3 | $699K | Sell |
8,205
-1,265
| -13% | -$108K | 0.22% | 117 |
|
|
2019
Q2 | $811K | Sell |
9,470
-193
| -2% | -$16.5K | 0.26% | 92 |
|
|
2019
Q1 | $820K | Sell |
9,663
-1,012
| -9% | -$85.9K | 0.27% | 91 |
|
|
2018
Q4 | $800K | Sell |
10,675
-2,970
| -22% | -$223K | 0.28% | 92 |
|
|
2018
Q3 | $1.55M | Sell |
13,645
-196
| -1% | -$22.3K | 0.43% | 51 |
|
|
2018
Q2 | $1.53M | Buy |
13,841
+401
| +3% | +$44.4K | 0.44% | 50 |
|
|
2018
Q1 | $1.25M | Sell |
13,440
-449
| -3% | -$41.7K | 0.37% | 70 |
|
|
2017
Q4 | $1.28M | Buy |
13,889
+2
| +0% | +$184 | 0.41% | 66 |
|
|
2017
Q3 | $1.07M | Sell |
13,887
-465
| -3% | -$35.8K | 0.36% | 81 |
|
|
2017
Q2 | $968K | Buy |
14,352
+152
| +1% | +$10.3K | 0.34% | 91 |
|
|
2017
Q1 | $941K | Buy |
14,200
+951
| +7% | +$63K | 0.33% | 91 |
|
|
2016
Q4 | $905K | Buy |
13,249
+800
| +6% | +$54.6K | 0.34% | 85 |
|
|
2016
Q3 | $660K | Buy |
12,449
+3,668
| +42% | +$194K | 0.25% | 117 |
|
|
2016
Q2 | $448K | Sell |
8,781
-1,994
| -19% | -$102K | 0.17% | 163 |
|
|
2016
Q1 | $691K | Sell |
10,775
-1,100
| -9% | -$70.5K | 0.27% | 112 |
|
|
2015
Q4 | $840K | Sell |
11,875
-200
| -2% | -$14.1K | 0.32% | 92 |
|
|
2015
Q3 | $726K | Buy |
+12,075
| New | +$726K | 0.29% | 104 |
|
|
2015
Q1 | $729K | Sell |
11,460
-11,760
| -51% | -$748K | 0.23% | 119 |
|
|
2014
Q4 | $585K | Buy |
23,220
+11,810
| +104% | +$298K | 0.19% | 139 |
|
|
2014
Q3 | $530K | Buy |
11,410
+400
| +4% | +$18.6K | 0.18% | 144 |
|
|
2014
Q2 | $552K | Sell |
11,010
-545
| -5% | -$27.3K | 0.18% | 144 |
|
|
2014
Q1 | $614K | Sell |
11,555
-1,050
| -8% | -$55.8K | 0.23% | 120 |
|
|
2013
Q4 | $635K | Buy |
12,605
+140
| +1% | +$7.05K | 0.24% | 115 |
|
|
2013
Q3 | $426K | Buy |
+12,465
| New | +$426K | 0.17% | 137 |
|