PBMares Wealth Management’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
Q2 | $513K | Sell |
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|
2025
Q1 | $506K | Hold |
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|
2024
Q4 | $470K | Sell |
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|
2024
Q3 | $557K | Sell |
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|
2024
Q2 | $657K | Buy |
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|
2024
Q1 | $666K | Sell |
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|
2023
Q4 | $508K | Buy |
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|
2023
Q3 | $532K | Hold |
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|
2023
Q2 | $440K | Hold |
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|
2023
Q1 | $524K | Hold |
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|
2022
Q4 | $476K | Buy |
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