PWM
PBMares Wealth Management’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $513K | Sell |
3,814
-18
| -0.5% | -$2.42K | 0.09% | 105 |
|
|
2025
Q1 | $506K | Hold |
3,832
| – | – | 0.1% | 110 |
|
|
2024
Q4 | $470K | Sell |
3,832
-290
| -7% | -$35.6K | 0.1% | 113 |
|
|
2024
Q3 | $557K | Sell |
4,122
-70
| -2% | -$9.45K | 0.12% | 103 |
|
|
2024
Q2 | $657K | Buy |
4,192
+290
| +7% | +$45.5K | 0.16% | 87 |
|
|
2024
Q1 | $666K | Sell |
3,902
-6
| -0.2% | -$1.02K | 0.17% | 87 |
|
|
2023
Q4 | $508K | Buy |
3,908
+154
| +4% | +$20K | 0.15% | 99 |
|
|
2023
Q3 | $532K | Hold |
3,754
| – | – | 0.19% | 91 |
|
|
2023
Q2 | $440K | Hold |
3,754
| – | – | 0.16% | 110 |
|
|
2023
Q1 | $524K | Hold |
3,754
| – | – | 0.19% | 94 |
|
|
2022
Q4 | $476K | Buy |
+3,754
| New | +$476K | 0.19% | 90 |
|