Principal Securities’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 | $946K | Buy |
7,035
+893
| +15% | +$120K | 0.02% | 630 |
|
2025
Q1 | $753K | Hold |
6,142
| – | – | 0.02% | 646 |
|
2024
Q4 | $753K | Sell |
6,142
-2,705
| -31% | -$332K | 0.02% | 642 |
|
2024
Q3 | $1.19M | Sell |
8,847
-491
| -5% | -$66.3K | 0.03% | 479 |
|
2024
Q2 | $1.46M | Buy |
9,338
+2,238
| +32% | +$351K | 0.04% | 382 |
|
2024
Q1 | $1.21M | Buy |
7,100
+809
| +13% | +$138K | 0.04% | 404 |
|
2023
Q4 | $818K | Buy |
+6,291
| New | +$818K | 0.03% | 467 |
|