Parisi Gray Wealth Management’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 | $287K | Sell |
2,135
-48
| -2% | -$6.45K | 0.08% | 100 |
|
|
2025
Q1 | $288K | Sell |
2,183
-52
| -2% | -$6.87K | 0.09% | 91 |
|
|
2024
Q4 | $274K | Buy |
2,235
+18
| +0.8% | +$2.21K | 0.09% | 92 |
|
|
2024
Q3 | $299K | Buy |
2,217
+15
| +0.7% | +$2.03K | 0.1% | 92 |
|
|
2024
Q2 | $345K | Sell |
2,202
-583
| -21% | -$91.4K | 0.12% | 85 |
|
|
2024
Q1 | $475K | Buy |
2,785
+17
| +0.6% | +$2.9K | 0.18% | 73 |
|
|
2023
Q4 | $360K | Buy |
2,768
+8
| +0.3% | +$1.04K | 0.15% | 81 |
|
|
2023
Q3 | $391K | Buy |
2,760
+368
| +15% | +$52.2K | 0.18% | 72 |
|
|
2023
Q2 | $334K | Hold |
2,392
| – | – | 0.15% | 79 |
|
|
2023
Q1 | $334K | Sell |
2,392
-52
| -2% | -$7.26K | 0.21% | 66 |
|
|
2022
Q4 | $310K | Buy |
2,444
+10
| +0.4% | +$1.27K | 0.15% | 79 |
|
|
2022
Q3 | $260K | Buy |
2,434
+10
| +0.4% | +$1.07K | 0.2% | 69 |
|
|
2022
Q2 | $258K | Buy |
2,424
+9
| +0.4% | +$958 | 0.13% | 86 |
|
|
2022
Q1 | $245K | Buy |
+2,415
| New | +$245K | 0.1% | 103 |
|
|
2021
Q3 | – | Sell |
-2,425
| Closed | -$189K | – | 541 |
|
|
2021
Q2 | $189K | Buy |
+2,425
| New | +$189K | 0.07% | 127 |
|
|
2020
Q3 | – | Sell |
-9,860
| Closed | -$580K | – | 123 |
|
|
2020
Q2 | $580K | Hold |
9,860
| – | – | 0.33% | 58 |
|
|
2020
Q1 | $447K | Sell |
9,860
-37
| -0.4% | -$1.68K | 0.32% | 62 |
|
|
2019
Q4 | $927K | Hold |
9,897
| – | – | 0.52% | 48 |
|
|
2019
Q3 | $844K | Hold |
9,897
| – | – | 0.56% | 46 |
|
|
2019
Q2 | $847K | Hold |
9,897
| – | – | 0.58% | 44 |
|
|
2019
Q1 | $840K | Hold |
9,897
| – | – | 0.54% | 44 |
|
|
2018
Q4 | $727K | Sell |
9,897
-95
| -1% | -$6.98K | 0.49% | 47 |
|
|
2018
Q3 | $1.15M | Hold |
9,992
| – | – | 0.71% | 33 |
|
|
2018
Q2 | $1.08M | Hold |
9,992
| – | – | 0.72% | 33 |
|
|
2018
Q1 | $926K | Hold |
9,992
| – | – | 0.71% | 35 |
|
|
2017
Q4 | $927K | Buy |
+9,992
| New | +$927K | 0.69% | 37 |
|