Perigon Wealth Management’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 | $654K | Sell |
4,868
-4
| -0.1% | -$538 | 0.02% | 600 |
|
|
2025
Q1 | $643K | Sell |
4,872
-7
| -0.1% | -$925 | 0.02% | 569 |
|
|
2024
Q4 | $680K | Buy |
4,879
+1,920
| +65% | +$268K | 0.02% | 552 |
|
|
2024
Q3 | $400K | Buy |
2,959
+21
| +0.7% | +$2.84K | 0.01% | 687 |
|
|
2024
Q2 | $460K | Buy |
2,938
+123
| +4% | +$19.3K | 0.01% | 554 |
|
|
2024
Q1 | $480K | Buy |
2,815
+102
| +4% | +$17.4K | 0.01% | 546 |
|
|
2023
Q4 | $353K | Buy |
2,713
+470
| +21% | +$61.1K | 0.01% | 608 |
|
|
2023
Q3 | $318K | Buy |
2,243
+410
| +22% | +$58.1K | 0.01% | 568 |
|
|
2023
Q2 | $215K | Sell |
1,833
-4,015
| -69% | -$471K | 0.01% | 716 |
|
|
2023
Q1 | $816K | Buy |
5,848
+1,487
| +34% | +$208K | 0.05% | 311 |
|
|
2022
Q4 | $553K | Buy |
+4,361
| New | +$553K | 0.03% | 370 |
|
|
2018
Q2 | – | Sell |
-306
| Closed | -$28K | – | 580 |
|
|
2018
Q1 | $28K | Buy |
306
+6
| +2% | +$549 | 0.01% | 385 |
|
|
2017
Q4 | $28K | Hold |
300
| – | – | 0.01% | 365 |
|
|
2017
Q3 | $23K | Buy |
+300
| New | +$23K | 0.01% | 438 |
|
|
2017
Q2 | – | Sell |
-100
| Closed | -$7K | – | 627 |
|
|
2017
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 557 |
|
|
2016
Q4 | $7K | Hold |
100
| – | – | ﹤0.01% | 615 |
|
|
2016
Q3 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 567 |
|