Private Wealth Advisors (Pennsylvania)’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-10,253
| Closed | -$881K | – | 123 |
|
|
2019
Q4 | $881K | Buy |
10,253
+560
| +6% | +$48.1K | 0.47% | 58 |
|
|
2019
Q3 | $826K | Sell |
9,693
-3,395
| -26% | -$289K | 0.42% | 64 |
|
|
2019
Q2 | $1.12M | Sell |
13,088
-1,868
| -12% | -$160K | 0.4% | 59 |
|
|
2019
Q1 | $1.27M | Sell |
14,956
-300
| -2% | -$25.5K | 0.47% | 56 |
|
|
2018
Q4 | $1.14M | Sell |
15,256
-990
| -6% | -$74.2K | 0.5% | 55 |
|
|
2018
Q3 | $1.85M | Hold |
16,246
| – | – | 0.68% | 44 |
|
|
2018
Q2 | $1.8M | Sell |
16,246
-281
| -2% | -$31.2K | 0.72% | 45 |
|
|
2018
Q1 | $1.53M | Sell |
16,527
-299
| -2% | -$27.7K | 0.61% | 50 |
|
|
2017
Q4 | $1.55M | Sell |
16,826
-114
| -0.7% | -$10.5K | 0.6% | 51 |
|
|
2017
Q3 | $1.3M | Sell |
16,940
-84
| -0.5% | -$6.46K | 0.54% | 56 |
|
|
2017
Q2 | $1.15M | Sell |
17,024
-304
| -2% | -$20.5K | 0.49% | 60 |
|
|
2017
Q1 | $1.15M | Sell |
17,328
-519
| -3% | -$34.4K | 0.52% | 58 |
|
|
2016
Q4 | $1.22M | Sell |
17,847
-1,279
| -7% | -$87.4K | 0.57% | 55 |
|
|
2016
Q3 | $1.01M | Sell |
19,126
-399
| -2% | -$21.2K | 0.48% | 61 |
|
|
2016
Q2 | $996K | Sell |
19,525
-2,818
| -13% | -$144K | 0.49% | 58 |
|
|
2016
Q1 | $1.43M | Buy |
22,343
+2,826
| +14% | +$181K | 0.76% | 42 |
|
|
2015
Q4 | $1.38M | Buy |
19,517
+3,068
| +19% | +$217K | 0.78% | 40 |
|
|
2015
Q3 | $989K | Buy |
16,449
+1,274
| +8% | +$76.6K | 0.49% | 58 |
|
|
2015
Q2 | $950K | Buy |
15,175
+5,427
| +56% | +$340K | 0.43% | 67 |
|
|
2015
Q1 | $620K | Buy |
+9,748
| New | +$620K | 0.29% | 79 |
|