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Precedent Wealth Partners’s Valero Energy VLO Stock Holding History

Precedent Wealth Partners’s Portfolio VLO Stock Details VLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$333K Hold
2,474
– – 0.08% 139
2025
Q1 		$327K Sell
2,474
-56
-2% -$7.4K 0.09% 135
2024
Q4 		$310K Buy
2,530
+56
+2% +$6.87K 0.1% 133
2024
Q3 		$334K Buy
+2,474
New +$334K 0.11% 127