Perigon 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
Q3 | $862K | Buy |
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|
2025
Q2 | $654K | Sell |
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|
2025
Q1 | $643K | Sell |
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|
2024
Q4 | $680K | Buy |
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|
2024
Q3 | $400K | Buy |
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|
2024
Q2 | $460K | Buy |
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|
2024
Q1 | $480K | Buy |
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|
2023
Q4 | $353K | Buy |
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|
2023
Q3 | $318K | Buy |
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|
2023
Q2 | $215K | Sell |
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|
2023
Q1 | $816K | Buy |
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|
2022
Q4 | $553K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $28K | Buy |
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|
2017
Q4 | $28K | Hold |
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|
2017
Q3 | $23K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $7K | Hold |
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|
2016
Q4 | $7K | Hold |
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|
2016
Q3 | $5K | Buy |
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