Phoenix Financial’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 | $4.27M | Buy |
31,781
+5,101
| +19% | +$686K | 0.06% | 144 |
|
|
2025
Q1 | $3.52M | Sell |
26,680
-3,302
| -11% | -$436K | 0.05% | 148 |
|
|
2024
Q4 | $3.68M | Sell |
29,982
-3,444
| -10% | -$422K | 0.05% | 156 |
|
|
2024
Q3 | $4.51M | Buy |
33,426
+806
| +2% | +$109K | 0.07% | 143 |
|
|
2024
Q2 | $5.11M | Buy |
32,620
+1,495
| +5% | +$234K | 0.08% | 133 |
|
|
2024
Q1 | $5.31M | Buy |
31,125
+2,684
| +9% | +$458K | 0.07% | 131 |
|
|
2023
Q4 | $4.16M | Buy |
28,441
+2,127
| +8% | +$311K | 0.07% | 130 |
|
|
2023
Q3 | $3.73M | Buy |
26,314
+21,981
| +507% | +$3.11M | 0.07% | 124 |
|
|
2023
Q2 | $508K | Buy |
4,333
+361
| +9% | +$42.3K | 0.01% | 240 |
|
|
2023
Q1 | $554K | Sell |
3,972
-3,000
| -43% | -$419K | 0.01% | 213 |
|
|
2022
Q4 | $884K | Hold |
6,972
| – | – | 0.02% | 185 |
|
|
2022
Q3 | $748K | Buy |
+6,972
| New | +$748K | 0.02% | 211 |
|