Pinnacle Wealth Planning Services’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 | $747K | Buy |
5,558
+17
| +0.3% | +$2.29K | 0.1% | 127 |
|
|
2025
Q1 | $732K | Buy |
5,541
+78
| +1% | +$10.3K | 0.11% | 110 |
|
|
2024
Q4 | $670K | Sell |
5,463
-712
| -12% | -$87.3K | 0.1% | 119 |
|
|
2024
Q3 | $834K | Sell |
6,175
-24
| -0.4% | -$3.24K | 0.11% | 118 |
|
|
2024
Q2 | $972K | Hold |
6,199
| – | – | 0.14% | 96 |
|
|
2024
Q1 | $1.06M | Buy |
6,199
+2
| +0% | +$341 | 0.16% | 94 |
|
|
2023
Q4 | $806K | Sell |
6,197
-3
| -0% | -$390 | 0.13% | 109 |
|
|
2023
Q3 | $879K | Sell |
6,200
-13
| -0.2% | -$1.84K | 0.14% | 93 |
|
|
2023
Q2 | $729K | Sell |
6,213
-100
| -2% | -$11.7K | 0.12% | 115 |
|
|
2023
Q1 | $881K | Buy |
6,313
+12
| +0.2% | +$1.68K | 0.15% | 104 |
|
|
2022
Q4 | $799K | Buy |
6,301
+73
| +1% | +$9.26K | 0.14% | 100 |
|
|
2022
Q3 | $665K | Sell |
6,228
-130
| -2% | -$13.9K | 0.12% | 107 |
|
|
2022
Q2 | $676K | Buy |
6,358
+125
| +2% | +$13.3K | 0.12% | 115 |
|
|
2022
Q1 | $633K | Buy |
6,233
+121
| +2% | +$12.3K | 0.12% | 139 |
|
|
2021
Q4 | $460K | Buy |
6,112
+783
| +15% | +$58.9K | 0.09% | 164 |
|
|
2021
Q3 | $376K | Sell |
5,329
-378
| -7% | -$26.7K | 0.08% | 197 |
|
|
2021
Q2 | $446K | Buy |
5,707
+161
| +3% | +$12.6K | 0.1% | 151 |
|
|
2021
Q1 | $397K | Buy |
5,546
+472
| +9% | +$33.8K | 0.1% | 166 |
|
|
2020
Q4 | $288K | Sell |
5,074
-1,454
| -22% | -$82.5K | 0.07% | 203 |
|
|
2020
Q3 | $282K | Sell |
6,528
-2,087
| -24% | -$90.2K | 0.09% | 175 |
|
|
2020
Q2 | $506K | Buy |
8,615
+53
| +0.6% | +$3.11K | 0.16% | 97 |
|
|
2020
Q1 | $387K | Buy |
8,562
+5,192
| +154% | +$235K | 0.18% | 107 |
|
|
2019
Q4 | $315K | Buy |
3,370
+918
| +37% | +$85.8K | 0.15% | 141 |
|
|
2019
Q3 | $209K | Buy |
+2,452
| New | +$209K | 0.11% | 176 |
|
|
2018
Q4 | – | Sell |
-2,397
| Closed | -$273K | – | 190 |
|
|
2018
Q3 | $273K | Sell |
2,397
-22
| -0.9% | -$2.51K | 0.25% | 131 |
|
|
2018
Q2 | $268K | Buy |
+2,419
| New | +$268K | 0.26% | 126 |
|