Potentia Wealth’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
$231K Sell
1,716
-512
-23% -$68.8K 0.13% 65
2025
Q1
$294K Sell
2,228
-717
-24% -$94.7K 0.14% 77
2024
Q4
$361K Buy
+2,945
New +$361K 0.16% 76