Pathstone Holdings’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
$6.75M Buy
50,246
+6,235
+14% +$838K 0.03% 446
2025
Q1
$5.81M Buy
44,011
+4,849
+12% +$640K 0.03% 504
2024
Q4
$4.8M Sell
39,162
-557
-1% -$68.3K 0.02% 560
2024
Q3
$5.36M Sell
39,719
-2,468
-6% -$333K 0.02% 522
2024
Q2
$6.61M Buy
42,187
+2,082
+5% +$326K 0.03% 435
2024
Q1
$6.85M Sell
40,105
-842
-2% -$144K 0.03% 422
2023
Q4
$5.32M Buy
+40,947
New +$5.32M 0.03% 418