PWMAG
Pinnacle Wealth Management Advisory Group’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.17M | Buy |
16,166
+144
| +0.9% | +$19.4K | 0.18% | 98 |
|
|
2025
Q1 | $2.12M | Buy |
16,022
+1,440
| +10% | +$190K | 0.2% | 93 |
|
|
2024
Q4 | $1.79M | Buy |
14,582
+1,459
| +11% | +$179K | 0.17% | 97 |
|
|
2024
Q3 | $1.77M | Buy |
13,123
+305
| +2% | +$41.2K | 0.17% | 98 |
|
|
2024
Q2 | $2.01M | Buy |
12,818
+533
| +4% | +$83.6K | 0.21% | 90 |
|
|
2024
Q1 | $2.1M | Buy |
12,285
+31
| +0.3% | +$5.29K | 0.23% | 87 |
|
|
2023
Q4 | $1.59M | Buy |
12,254
+400
| +3% | +$52K | 0.19% | 93 |
|
|
2023
Q3 | $1.68M | Buy |
11,854
+359
| +3% | +$50.9K | 0.22% | 90 |
|
|
2023
Q2 | $1.35M | Sell |
11,495
-108
| -0.9% | -$12.7K | 0.17% | 100 |
|
|
2023
Q1 | $1.62M | Buy |
11,603
+745
| +7% | +$104K | 0.22% | 90 |
|
|
2022
Q4 | $1.38M | Buy |
10,858
+233
| +2% | +$29.6K | 0.21% | 95 |
|
|
2022
Q3 | $1.14M | Sell |
10,625
-5,706
| -35% | -$610K | 0.19% | 96 |
|
|
2022
Q2 | $1.74M | Sell |
16,331
-1,380
| -8% | -$147K | 0.28% | 83 |
|
|
2022
Q1 | $1.8M | Sell |
17,711
-9,768
| -36% | -$992K | 0.26% | 92 |
|
|
2021
Q4 | $2.06M | Buy |
27,479
+8,734
| +47% | +$656K | 0.34% | 73 |
|
|
2021
Q3 | $1.32M | Buy |
18,745
+15,725
| +521% | +$1.11M | 0.31% | 83 |
|
|
2021
Q2 | $236K | Buy |
+3,020
| New | +$236K | 0.06% | 199 |
|
|
2020
Q4 | – | Sell |
-12,150
| Closed | -$526K | – | 190 |
|
|
2020
Q3 | $526K | Buy |
12,150
+210
| +2% | +$9.09K | 0.18% | 108 |
|
|
2020
Q2 | $702K | Buy |
11,940
+1,819
| +18% | +$107K | 0.26% | 89 |
|
|
2020
Q1 | $459K | Sell |
10,121
-3,217
| -24% | -$146K | 0.22% | 96 |
|
|
2019
Q4 | $1.25M | Sell |
13,338
-692
| -5% | -$64.8K | 0.47% | 66 |
|
|
2019
Q3 | $1.2M | Buy |
14,030
+901
| +7% | +$76.8K | 0.5% | 62 |
|
|
2019
Q2 | $1.12M | Buy |
13,129
+1,015
| +8% | +$86.9K | 0.48% | 64 |
|
|
2019
Q1 | $1.03M | Buy |
12,114
+1,181
| +11% | +$100K | 0.46% | 67 |
|
|
2018
Q4 | $820K | Buy |
10,933
+2,435
| +29% | +$183K | 0.44% | 75 |
|
|
2018
Q3 | $967K | Sell |
8,498
-7,629
| -47% | -$868K | 0.48% | 62 |
|
|
2018
Q2 | $1.79M | Buy |
16,127
+195
| +1% | +$21.6K | 0.96% | 27 |
|
|
2018
Q1 | $1.48M | Sell |
15,932
-394
| -2% | -$36.6K | 0.84% | 30 |
|
|
2017
Q4 | $1.5M | Sell |
16,326
-94
| -0.6% | -$8.64K | 0.83% | 33 |
|
|
2017
Q3 | $1.26M | Buy |
16,420
+275
| +2% | +$21.2K | 0.73% | 42 |
|
|
2017
Q2 | $1.09M | Buy |
16,145
+1,130
| +8% | +$76.2K | 0.67% | 51 |
|
|
2017
Q1 | $995K | Buy |
15,015
+180
| +1% | +$11.9K | 0.69% | 51 |
|
|
2016
Q4 | $1.01M | Buy |
14,835
+900
| +6% | +$61.5K | 0.73% | 48 |
|
|
2016
Q3 | $739K | Buy |
+13,935
| New | +$739K | 0.56% | 60 |
|