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