Rappaport Reiches Capital Management’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $205K | Buy |
+1,549
| New | +$205K | 0.05% | 119 |
|
2024
Q4 | – | Sell |
-1,570
| Closed | -$212K | – | 114 |
|
2024
Q3 | $212K | Sell |
1,570
-119
| -7% | -$16.1K | 0.06% | 108 |
|
2024
Q2 | $265K | Buy |
1,689
+24
| +1% | +$3.76K | 0.08% | 77 |
|
2024
Q1 | $284K | Hold |
1,665
| – | – | 0.09% | 82 |
|
2023
Q4 | $216K | Buy |
1,665
+4
| +0.2% | +$520 | 0.08% | 77 |
|
2023
Q3 | $235K | Buy |
+1,661
| New | +$235K | 0.1% | 65 |
|
2023
Q2 | – | Sell |
-1,661
| Closed | -$232K | – | 82 |
|
2023
Q1 | $232K | Hold |
1,661
| – | – | 0.1% | 73 |
|
2022
Q4 | $211K | Buy |
+1,661
| New | +$211K | 0.1% | 73 |
|