POIA
Pin Oak Investment Advisors’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $209K | Sell |
1,583
-1
| -0.1% | -$132 | 0.18% | 89 |
|
|
2025
Q1 | $208K | Buy |
1,584
+1
| +0.1% | +$131 | 0.16% | 97 |
|
|
2024
Q4 | $214K | Hold |
1,583
| – | – | 0.19% | 82 |
|
|
2024
Q3 | $213K | Sell |
1,583
-1
| -0.1% | -$135 | 0.19% | 83 |
|
|
2024
Q2 | $248K | Hold |
1,584
| – | – | 0.24% | 65 |
|
|
2024
Q1 | $270K | Hold |
1,584
| – | – | 0.26% | 63 |
|
|
2023
Q4 | $206K | Hold |
1,584
| – | – | 0.21% | 78 |
|
|
2023
Q3 | $224K | Hold |
1,584
| – | – | 0.25% | 66 |
|
|
2023
Q2 | $186K | Hold |
1,584
| – | – | 0.21% | 79 |
|
|
2023
Q1 | $221K | Hold |
1,584
| – | – | 0.27% | 65 |
|
|
2022
Q4 | $201K | Hold |
1,584
| – | – | 0.25% | 72 |
|
|
2022
Q3 | $169K | Buy |
1,584
+1
| +0.1% | +$107 | 0.21% | 77 |
|
|
2022
Q2 | $168K | Sell |
1,583
-1
| -0.1% | -$106 | 0.21% | 80 |
|
|
2022
Q1 | $161K | Hold |
1,584
| – | – | 0.17% | 91 |
|
|
2021
Q4 | $119K | Hold |
1,584
| – | – | 0.12% | 107 |
|
|
2021
Q3 | $112K | Hold |
1,584
| – | – | 0.12% | 105 |
|
|
2021
Q2 | $124K | Sell |
1,584
-65
| -4% | -$5.09K | 0.13% | 110 |
|
|
2021
Q1 | $118K | Buy |
1,649
+10
| +0.6% | +$716 | 0.1% | 126 |
|
|
2020
Q4 | $93K | Hold |
1,639
| – | – | 0.08% | 141 |
|
|
2020
Q3 | $71K | Hold |
1,639
| – | – | 0.07% | 145 |
|
|
2020
Q2 | $96K | Hold |
1,639
| – | – | 0.09% | 131 |
|
|
2020
Q1 | $74K | Sell |
1,639
-428
| -21% | -$19.3K | 0.08% | 150 |
|
|
2019
Q4 | $194K | Buy |
2,067
+383
| +23% | +$35.9K | 0.16% | 101 |
|
|
2019
Q3 | $144K | Hold |
1,684
| – | – | 0.12% | 124 |
|
|
2019
Q2 | $144K | Buy |
1,684
+55
| +3% | +$4.7K | 0.11% | 131 |
|
|
2019
Q1 | $138K | Hold |
1,629
| – | – | 0.11% | 133 |
|
|
2018
Q4 | $122K | Sell |
1,629
-950
| -37% | -$71.1K | 0.11% | 136 |
|
|
2018
Q3 | $293K | Hold |
2,579
| – | – | 0.22% | 83 |
|
|
2018
Q2 | $286K | Buy |
2,579
+574
| +29% | +$63.7K | 0.21% | 86 |
|
|
2018
Q1 | $186K | Hold |
2,005
| – | – | 0.15% | 117 |
|
|
2017
Q4 | $184K | Buy |
+2,005
| New | +$184K | 0.14% | 116 |
|