Optimum Investment Advisors’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
Q3 | $396K | Hold |
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|
2025
Q2 | $313K | Hold |
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|
2025
Q1 | $307K | Sell |
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|
2024
Q4 | $383K | Sell |
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|
2024
Q3 | $456K | Sell |
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|
2024
Q2 | $686K | Hold |
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|
2024
Q1 | $747K | Sell |
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|
2023
Q4 | $627K | Buy |
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|
2023
Q3 | $655K | Buy |
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|
2023
Q2 | $519K | Buy |
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|
2023
Q1 | $590K | Buy |
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|
2022
Q4 | $530K | Buy |
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|
2022
Q3 | $393K | Buy |
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|
2022
Q2 | $255K | Buy |
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|
2022
Q1 | $223K | Sell |
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|
2021
Q4 | $180K | Hold |
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|
2021
Q3 | $169K | Sell |
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|
2021
Q2 | $453K | Sell |
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|
2021
Q1 | $510K | Buy |
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|
2020
Q4 | $397K | Sell |
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|
2020
Q3 | $328K | Buy |
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|
2020
Q2 | $440K | Sell |
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|
2020
Q1 | $356K | Sell |
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|
2019
Q4 | $769K | Buy |
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|
2019
Q3 | $699K | Sell |
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|
2019
Q2 | $811K | Sell |
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|
2019
Q1 | $820K | Sell |
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|
2018
Q4 | $800K | Sell |
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|
2018
Q3 | $1.55M | Sell |
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|
2018
Q2 | $1.53M | Buy |
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|
2018
Q1 | $1.25M | Sell |
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|
2017
Q4 | $1.28M | Buy |
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|
2017
Q3 | $1.07M | Sell |
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|
2017
Q2 | $968K | Buy |
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|
2017
Q1 | $941K | Buy |
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|
2016
Q4 | $905K | Buy |
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|
2016
Q3 | $660K | Buy |
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|
2016
Q2 | $448K | Sell |
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|
2016
Q1 | $691K | Sell |
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|
2015
Q4 | $840K | Sell |
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|
2015
Q3 | $726K | Buy |
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|
2015
Q1 | $729K | Sell |
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|
2014
Q4 | $585K | Buy |
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|
2014
Q3 | $530K | Buy |
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|
2014
Q2 | $552K | Sell |
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|
2014
Q1 | $614K | Sell |
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|
2013
Q4 | $635K | Buy |
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|
2013
Q3 | $426K | Buy |
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