Plante Moran Financial 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 | $82.4K | Buy |
613
+10
| +2% | +$1.34K | 0.01% | 267 |
|
|
2025
Q1 | $79.6K | Sell |
603
-3
| -0.5% | -$396 | 0.01% | 275 |
|
|
2024
Q4 | $74.3K | Buy |
606
+263
| +77% | +$32.2K | 0.01% | 298 |
|
|
2024
Q3 | $46.3K | Buy |
343
+7
| +2% | +$945 | ﹤0.01% | 400 |
|
|
2024
Q2 | $52.7K | Buy |
336
+70
| +26% | +$11K | 0.01% | 328 |
|
|
2024
Q1 | $45.4K | Sell |
266
-19
| -7% | -$3.24K | ﹤0.01% | 362 |
|
|
2023
Q4 | $37.1K | Buy |
285
+6
| +2% | +$780 | ﹤0.01% | 361 |
|
|
2023
Q3 | $39.5K | Hold |
279
| – | – | ﹤0.01% | 319 |
|
|
2023
Q2 | $32.7K | Hold |
279
| – | – | ﹤0.01% | 361 |
|
|
2023
Q1 | $38.9K | Sell |
279
-3
| -1% | -$419 | 0.01% | 322 |
|
|
2022
Q4 | $35.8K | Sell |
282
-43
| -13% | -$5.46K | 0.01% | 361 |
|
|
2022
Q3 | $35K | Sell |
325
-150
| -32% | -$16.2K | 0.01% | 358 |
|
|
2022
Q2 | $50K | Sell |
475
-112
| -19% | -$11.8K | 0.01% | 315 |
|
|
2022
Q1 | $60K | Sell |
587
-462
| -44% | -$47.2K | 0.01% | 305 |
|
|
2021
Q4 | $79K | Buy |
1,049
+162
| +18% | +$12.2K | 0.01% | 285 |
|
|
2021
Q3 | $63K | Buy |
887
+100
| +13% | +$7.1K | 0.01% | 341 |
|
|
2021
Q2 | $61K | Buy |
787
+475
| +152% | +$36.8K | 0.01% | 329 |
|
|
2021
Q1 | $22K | Sell |
312
-1,600
| -84% | -$113K | 0.01% | 528 |
|
|
2020
Q4 | $108K | Buy |
1,912
+1,636
| +593% | +$92.4K | 0.03% | 238 |
|
|
2020
Q3 | $12K | Hold |
276
| – | – | ﹤0.01% | 581 |
|
|
2020
Q2 | $16K | Buy |
276
+10
| +4% | +$580 | 0.01% | 469 |
|
|
2020
Q1 | $12K | Buy |
+266
| New | +$12K | 0.01% | 477 |
|
|
2019
Q4 | – | Sell |
-39
| Closed | -$3K | – | 910 |
|
|
2019
Q3 | $3K | Sell |
39
-671
| -95% | -$51.6K | ﹤0.01% | 752 |
|
|
2019
Q2 | $61K | Buy |
710
+300
| +73% | +$25.8K | 0.02% | 300 |
|
|
2019
Q1 | $35K | Hold |
410
| – | – | 0.01% | 393 |
|
|
2018
Q4 | $31K | Buy |
410
+300
| +273% | +$22.7K | 0.01% | 373 |
|
|
2018
Q3 | $13K | Hold |
110
| – | – | ﹤0.01% | 471 |
|
|
2018
Q2 | $12K | Sell |
110
-45
| -29% | -$4.91K | 0.01% | 526 |
|
|
2018
Q1 | $14K | Sell |
155
-38
| -20% | -$3.43K | 0.01% | 560 |
|
|
2017
Q4 | $18K | Sell |
193
-262
| -58% | -$24.4K | 0.01% | 518 |
|
|
2017
Q3 | $35K | Sell |
455
-932
| -67% | -$71.7K | 0.02% | 382 |
|
|
2017
Q2 | $94K | Hold |
1,387
| – | – | 0.06% | 208 |
|
|
2017
Q1 | $92K | Sell |
1,387
-500
| -26% | -$33.2K | 0.06% | 215 |
|
|
2016
Q4 | $129K | Hold |
1,887
| – | – | 0.08% | 186 |
|
|
2016
Q3 | $100K | Sell |
1,887
-180
| -9% | -$9.54K | 0.07% | 206 |
|
|
2016
Q2 | $105K | Buy |
2,067
+680
| +49% | +$34.5K | 0.08% | 180 |
|
|
2016
Q1 | $89K | Hold |
1,387
| – | – | 0.07% | 188 |
|
|
2015
Q4 | $98K | Hold |
1,387
| – | – | 0.07% | 190 |
|
|
2015
Q3 | $83K | Sell |
1,387
-291
| -17% | -$17.4K | 0.07% | 206 |
|
|
2015
Q2 | $105K | Buy |
1,678
+63
| +4% | +$3.94K | 0.08% | 181 |
|
|
2015
Q1 | $103K | Buy |
1,615
+704
| +77% | +$44.9K | 0.07% | 182 |
|
|
2014
Q4 | $45K | Sell |
911
-11
| -1% | -$543 | 0.03% | 294 |
|
|
2014
Q3 | $43K | Sell |
922
-200
| -18% | -$9.33K | 0.04% | 285 |
|
|
2014
Q2 | $56K | Buy |
1,122
+591
| +111% | +$29.5K | 0.05% | 219 |
|
|
2014
Q1 | $28K | Sell |
531
-2,813
| -84% | -$148K | 0.03% | 219 |
|
|
2013
Q4 | $169K | Buy |
3,344
+658
| +24% | +$33.3K | 0.1% | 100 |
|
|
2013
Q3 | $92K | Buy |
+2,686
| New | +$92K | 0.06% | 121 |
|