PWA
Phoenix Wealth Advisors’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $404K | Sell |
3,004
-81
| -3% | -$10.9K | 0.17% | 90 |
|
|
2025
Q1 | $407K | Sell |
3,085
-115
| -4% | -$15.2K | 0.18% | 86 |
|
|
2024
Q4 | $392K | Sell |
3,200
-18
| -0.6% | -$2.21K | 0.17% | 85 |
|
|
2024
Q3 | $435K | Sell |
3,218
-350
| -10% | -$47.3K | 0.2% | 79 |
|
|
2024
Q2 | $559K | Buy |
3,568
+401
| +13% | +$62.9K | 0.28% | 68 |
|
|
2024
Q1 | $541K | Sell |
3,167
-28
| -0.9% | -$4.78K | 0.33% | 62 |
|
|
2023
Q4 | $417K | Buy |
3,195
+23
| +0.7% | +$3.01K | 0.29% | 63 |
|
|
2023
Q3 | $450K | Sell |
3,172
-133
| -4% | -$18.8K | 0.26% | 50 |
|
|
2023
Q2 | $388K | Sell |
3,305
-17
| -0.5% | -$1.99K | 0.23% | 60 |
|
|
2023
Q1 | $464K | Buy |
3,322
+111
| +3% | +$15.5K | 0.29% | 50 |
|
|
2022
Q4 | $407K | Buy |
3,211
+100
| +3% | +$12.7K | 0.25% | 52 |
|
|
2022
Q3 | $332K | Sell |
3,111
-12
| -0.4% | -$1.28K | 0.33% | 69 |
|
|
2022
Q2 | $332K | Buy |
3,123
+171
| +6% | +$18.2K | 0.33% | 72 |
|
|
2022
Q1 | $305K | Buy |
2,952
+227
| +8% | +$23.5K | 0.32% | 69 |
|
|
2021
Q4 | $205K | Sell |
2,725
-560
| -17% | -$42.1K | 0.15% | 117 |
|
|
2021
Q3 | $232K | Sell |
3,285
-3
| -0.1% | -$212 | 0.17% | 104 |
|
|
2021
Q2 | $246K | Buy |
3,288
+277
| +9% | +$20.7K | 0.18% | 102 |
|
|
2021
Q1 | $227K | Buy |
3,011
+551
| +22% | +$41.5K | 0.18% | 104 |
|
|
2020
Q4 | $139K | Buy |
+2,460
| New | +$139K | 0.11% | 129 |
|