Phoenix Wealth Advisors’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
Q2 | $404K | Sell |
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|
2025
Q1 | $407K | Sell |
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|
2024
Q4 | $392K | Sell |
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|
2024
Q3 | $435K | Sell |
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|
2024
Q2 | $559K | Buy |
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|
2024
Q1 | $541K | Sell |
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|
2023
Q4 | $417K | Buy |
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|
2023
Q3 | $450K | Sell |
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|
2023
Q2 | $388K | Sell |
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|
2023
Q1 | $464K | Buy |
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|
2022
Q4 | $407K | Buy |
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|
2022
Q3 | $332K | Sell |
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|
2022
Q2 | $332K | Buy |
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|
2022
Q1 | $305K | Buy |
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|
2021
Q4 | $205K | Sell |
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|
2021
Q3 | $232K | Sell |
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|
2021
Q2 | $246K | Buy |
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|
2021
Q1 | $227K | Buy |
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|
2020
Q4 | $139K | Buy |
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