Pinnacle Wealth Planning Services’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
Q3 | $851K | Sell |
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|
2025
Q2 | $747K | Buy |
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|
2025
Q1 | $732K | Buy |
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|
2024
Q4 | $670K | Sell |
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|
2024
Q3 | $834K | Sell |
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|
2024
Q2 | $972K | Hold |
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|
2024
Q1 | $1.06M | Buy |
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|
2023
Q4 | $806K | Sell |
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|
2023
Q3 | $879K | Sell |
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|
2023
Q2 | $729K | Sell |
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|
2023
Q1 | $881K | Buy |
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|
2022
Q4 | $799K | Buy |
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|
2022
Q3 | $665K | Sell |
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|
2022
Q2 | $676K | Buy |
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|
2022
Q1 | $633K | Buy |
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|
2021
Q4 | $460K | Buy |
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|
2021
Q3 | $376K | Sell |
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|
2021
Q2 | $446K | Buy |
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|
2021
Q1 | $397K | Buy |
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|
2020
Q4 | $288K | Sell |
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|
2020
Q3 | $282K | Sell |
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|
2020
Q2 | $506K | Buy |
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|
2020
Q1 | $387K | Buy |
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|
2019
Q4 | $315K | Buy |
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|
2019
Q3 | $209K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $273K | Sell |
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|
2018
Q2 | $268K | Buy |
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