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