Oxford Financial Group’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,801
| Closed | -$378K | – | 325 |
|
|
2024
Q3 | $378K | Sell |
2,801
-273
| -9% | -$36.9K | 0.02% | 175 |
|
|
2024
Q2 | $482K | Buy |
3,074
+69
| +2% | +$10.8K | 0.03% | 156 |
|
|
2024
Q1 | $513K | Buy |
3,005
+41
| +1% | +$7K | 0.04% | 133 |
|
|
2023
Q4 | $385K | Hold |
2,964
| – | – | 0.03% | 158 |
|
|
2023
Q3 | $420K | Sell |
2,964
-206
| -6% | -$29.2K | 0.04% | 142 |
|
|
2023
Q2 | $372K | Buy |
+3,170
| New | +$372K | 0.04% | 155 |
|