Pekin Hardy Strauss’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 | $734K | Hold |
5,460
| – | – | 0.08% | 202 |
|
|
2025
Q1 | $721K | Sell |
5,460
-200
| -4% | -$26.4K | 0.09% | 197 |
|
|
2024
Q4 | $694K | Sell |
5,660
-100
| -2% | -$12.3K | 0.09% | 208 |
|
|
2024
Q3 | $778K | Sell |
5,760
-1,200
| -17% | -$162K | 0.1% | 180 |
|
|
2024
Q2 | $1.09M | Buy |
6,960
+100
| +1% | +$15.7K | 0.15% | 137 |
|
|
2024
Q1 | $1.17M | Buy |
6,860
+500
| +8% | +$85.3K | 0.16% | 127 |
|
|
2023
Q4 | $827K | Sell |
6,360
-500
| -7% | -$65K | 0.12% | 150 |
|
|
2023
Q3 | $972K | Buy |
6,860
+600
| +10% | +$85K | 0.15% | 139 |
|
|
2023
Q2 | $734K | Sell |
6,260
-900
| -13% | -$106K | 0.08% | 163 |
|
|
2023
Q1 | $1,000K | Hold |
7,160
| – | – | 0.13% | 140 |
|
|
2022
Q4 | $908K | Buy |
7,160
+300
| +4% | +$38.1K | 0.13% | 159 |
|
|
2022
Q3 | $733K | Buy |
6,860
+1,000
| +17% | +$107K | 0.12% | 163 |
|
|
2022
Q2 | $623K | Buy |
5,860
+2,500
| +74% | +$266K | 0.09% | 186 |
|
|
2022
Q1 | $341K | Buy |
+3,360
| New | +$341K | 0.04% | 261 |
|
|
2020
Q1 | – | Sell |
-2,200
| Closed | -$206K | – | 230 |
|
|
2019
Q4 | $206K | Buy |
+2,200
| New | +$206K | 0.03% | 208 |
|
|
2018
Q4 | – | Sell |
-2,000
| Closed | -$227K | – | 203 |
|
|
2018
Q3 | $227K | Hold |
2,000
| – | – | 0.04% | 171 |
|
|
2018
Q2 | $222K | Buy |
+2,000
| New | +$222K | 0.04% | 173 |
|
|
2018
Q1 | – | Sell |
-2,400
| Closed | -$221K | – | 190 |
|
|
2017
Q4 | $221K | Sell |
2,400
-1,000
| -29% | -$92.1K | 0.04% | 170 |
|
|
2017
Q3 | $262K | Hold |
3,400
| – | – | 0.05% | 153 |
|
|
2017
Q2 | $229K | Hold |
3,400
| – | – | 0.04% | 159 |
|
|
2017
Q1 | $225K | Buy |
+3,400
| New | +$225K | 0.04% | 159 |
|