Patten & Patten’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
$238K Hold
1,771
0.02% 294
2025
Q1
$234K Sell
1,771
-25
-1% -$3.3K 0.02% 295
2024
Q4
$220K Buy
1,796
+22
+1% +$2.7K 0.01% 298
2024
Q3
$240K Buy
1,774
+21
+1% +$2.84K 0.02% 283
2024
Q2
$275K Hold
1,753
0.02% 264
2024
Q1
$299K Hold
1,753
0.02% 260
2023
Q4
$228K Buy
1,753
+100
+6% +$13K 0.02% 262
2023
Q3
$234K Buy
+1,653
New +$234K 0.02% 254
2023
Q2
Sell
-1,553
Closed -$217K 274
2023
Q1
$217K Buy
+1,553
New +$217K 0.02% 253