Providence Wealth Advisors’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 | $1.26M | Buy |
9,453
+178
| +2% | +$23.7K | 0.87% | 41 |
|
|
2025
Q1 | $1.22M | Buy |
9,275
+397
| +4% | +$52.4K | 0.93% | 40 |
|
|
2024
Q4 | $1.09M | Buy |
8,878
+94
| +1% | +$11.5K | 0.82% | 42 |
|
|
2024
Q3 | $1.17M | Buy |
8,784
+75
| +0.9% | +$9.98K | 0.86% | 39 |
|
|
2024
Q2 | $1.36M | Buy |
8,709
+263
| +3% | +$41K | 1.08% | 30 |
|
|
2024
Q1 | $1.48M | Buy |
8,446
+239
| +3% | +$41.8K | 1.26% | 24 |
|
|
2023
Q4 | $1.15M | Buy |
8,207
+208
| +3% | +$29.2K | 1.04% | 29 |
|
|
2023
Q3 | $1.1M | Buy |
7,999
+140
| +2% | +$19.3K | 1.23% | 28 |
|
|
2023
Q2 | $918K | Hold |
7,859
| – | – | 1.02% | 33 |
|
|
2023
Q1 | $955K | Sell |
7,859
-576
| -7% | -$70K | 0.71% | 44 |
|
|
2022
Q4 | $1.07M | Sell |
8,435
-984
| -10% | -$125K | 0.79% | 43 |
|
|
2022
Q3 | $1.25M | Buy |
9,419
+749
| +9% | +$99.2K | 0.93% | 37 |
|
|
2022
Q2 | $862K | Buy |
8,670
+506
| +6% | +$50.3K | 0.62% | 50 |
|
|
2022
Q1 | $827K | Buy |
8,164
+20
| +0.2% | +$2.03K | 0.53% | 54 |
|
|
2021
Q4 | $663K | Buy |
8,144
+175
| +2% | +$14.2K | 0.42% | 69 |
|
|
2021
Q3 | $577K | Buy |
7,969
+250
| +3% | +$18.1K | 0.4% | 67 |
|
|
2021
Q2 | $593K | Buy |
7,719
+325
| +4% | +$25K | 0.4% | 64 |
|
|
2021
Q1 | $529K | Buy |
7,394
+300
| +4% | +$21.5K | 0.39% | 64 |
|
|
2020
Q4 | $402K | Buy |
7,094
+450
| +7% | +$25.5K | 0.33% | 70 |
|
|
2020
Q3 | $288K | Sell |
6,644
-1,848
| -22% | -$80.1K | 0.28% | 71 |
|
|
2020
Q2 | $499K | Sell |
8,492
-300
| -3% | -$17.6K | 0.51% | 59 |
|
|
2020
Q1 | $374K | Buy |
8,792
+250
| +3% | +$10.6K | 0.45% | 59 |
|
|
2019
Q4 | $799K | Sell |
8,542
-1,125
| -12% | -$105K | 0.74% | 47 |
|
|
2019
Q3 | $824K | Buy |
9,667
+36
| +0.4% | +$3.07K | 0.74% | 48 |
|
|
2019
Q2 | $786K | Hold |
9,631
| – | – | 0.73% | 48 |
|
|
2019
Q1 | $830K | Buy |
9,631
+40
| +0.4% | +$3.45K | 0.78% | 43 |
|
|
2018
Q4 | $705K | Sell |
9,591
-100
| -1% | -$7.35K | 0.78% | 44 |
|
|
2018
Q3 | $1.1M | Sell |
9,691
-350
| -3% | -$39.8K | 1.01% | 36 |
|
|
2018
Q2 | $1.11M | Buy |
10,041
+11
| +0.1% | +$1.22K | 1.08% | 36 |
|
|
2018
Q1 | $918K | Buy |
+10,030
| New | +$918K | 1.36% | 29 |
|