Pinion Investment Advisors’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 | $560K | Buy |
4,167
+130
| +3% | +$17.5K | 0.19% | 90 |
|
|
2025
Q1 | $533K | Buy |
4,037
+899
| +29% | +$119K | 0.12% | 94 |
|
|
2024
Q4 | $385K | Sell |
3,138
-248
| -7% | -$30.4K | 0.15% | 107 |
|
|
2024
Q3 | $457K | Buy |
3,386
+491
| +17% | +$66.3K | 0.19% | 102 |
|
|
2024
Q2 | $454K | Buy |
2,895
+42
| +1% | +$6.58K | 0.23% | 87 |
|
|
2024
Q1 | $487K | Buy |
2,853
+37
| +1% | +$6.32K | 0.25% | 79 |
|
|
2023
Q4 | $366K | Buy |
2,816
+255
| +10% | +$33.2K | 0.22% | 99 |
|
|
2023
Q3 | $363K | Buy |
2,561
+252
| +11% | +$35.7K | 0.24% | 106 |
|
|
2023
Q2 | $271K | Sell |
2,309
-9
| -0.4% | -$1.06K | 0.18% | 135 |
|
|
2023
Q1 | $324K | Buy |
2,318
+401
| +21% | +$56.1K | 0.3% | 87 |
|
|
2022
Q4 | $243K | Buy |
+1,917
| New | +$243K | 0.23% | 110 |
|
|
2020
Q1 | – | Sell |
-2,730
| Closed | -$256K | – | 119 |
|
|
2019
Q4 | $256K | Sell |
2,730
-48
| -2% | -$4.5K | 0.47% | 104 |
|
|
2019
Q3 | $237K | Buy |
+2,778
| New | +$237K | 0.49% | 104 |
|