Realta Investment 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 | $525K | Sell |
3,906
-6
| -0.2% | -$807 | 0.21% | 105 |
|
|
2025
Q1 | $517K | Buy |
3,912
+7
| +0.2% | +$924 | 0.24% | 103 |
|
|
2024
Q4 | $485K | Sell |
3,905
-296
| -7% | -$36.8K | 0.2% | 109 |
|
|
2024
Q3 | $593K | Sell |
4,201
-3,193
| -43% | -$451K | 0.27% | 93 |
|
|
2024
Q2 | $1.16M | Sell |
7,394
-301
| -4% | -$47.2K | 0.23% | 106 |
|
|
2024
Q1 | $1.31M | Sell |
7,695
-2,341
| -23% | -$400K | 0.27% | 89 |
|
|
2023
Q4 | $1.3M | Buy |
10,036
+4,209
| +72% | +$547K | 0.29% | 78 |
|
|
2023
Q3 | $684K | Sell |
5,827
-255
| -4% | -$29.9K | 0.16% | 153 |
|
|
2023
Q2 | $713K | Buy |
6,082
+1,687
| +38% | +$198K | 0.16% | 151 |
|
|
2023
Q1 | $614K | Sell |
4,395
-233
| -5% | -$32.5K | 0.15% | 169 |
|
|
2022
Q4 | $587K | Buy |
4,628
+2,706
| +141% | +$343K | 0.14% | 171 |
|
|
2022
Q3 | $205K | Sell |
1,922
-233
| -11% | -$24.9K | 0.05% | 357 |
|
|
2022
Q2 | $233K | Buy |
2,155
+179
| +9% | +$19.4K | 0.06% | 319 |
|
|
2022
Q1 | $201K | Sell |
1,976
-7,645
| -79% | -$778K | 0.04% | 399 |
|
|
2021
Q4 | $723K | Buy |
9,621
+895
| +10% | +$67.3K | 0.16% | 157 |
|
|
2021
Q3 | $616K | Buy |
8,726
+18
| +0.2% | +$1.27K | 0.15% | 175 |
|
|
2021
Q2 | $680K | Sell |
8,708
-132
| -1% | -$10.3K | 0.16% | 157 |
|
|
2021
Q1 | $633K | Buy |
8,840
+601
| +7% | +$43K | 0.17% | 158 |
|
|
2020
Q4 | $466K | Buy |
8,239
+3,032
| +58% | +$171K | 0.13% | 178 |
|
|
2020
Q3 | $226K | Buy |
5,207
+469
| +10% | +$20.4K | 0.08% | 270 |
|
|
2020
Q2 | $279K | Sell |
4,738
-424
| -8% | -$25K | 0.09% | 259 |
|
|
2020
Q1 | $234K | Buy |
5,162
+567
| +12% | +$25.7K | 0.1% | 236 |
|
|
2019
Q4 | $441K | Buy |
4,595
+64
| +1% | +$6.14K | 0.12% | 202 |
|
|
2019
Q3 | $392K | Buy |
4,531
+461
| +11% | +$39.9K | 0.11% | 215 |
|
|
2019
Q2 | $350K | Buy |
4,070
+1,713
| +73% | +$147K | 0.1% | 227 |
|
|
2019
Q1 | $197K | Buy |
+2,357
| New | +$197K | 0.09% | 265 |
|