Ritholtz Wealth Management’s Valero Energy VLO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.47M Sell
10,972
-359
-3% -$48.3K 0.03% 369
2025
Q1
$1.5M Buy
11,331
+308
+3% +$40.7K 0.04% 310
2024
Q4
$1.35M Sell
11,023
-1,518
-12% -$186K 0.04% 300
2024
Q3
$1.69M Buy
12,541
+27
+0.2% +$3.65K 0.05% 262
2024
Q2
$1.96M Buy
12,514
+190
+2% +$29.8K 0.06% 203
2024
Q1
$2.1M Buy
12,324
+423
+4% +$72.2K 0.07% 188
2023
Q4
$1.55M Buy
11,901
+283
+2% +$36.8K 0.06% 217
2023
Q3
$1.65M Buy
11,618
+3,049
+36% +$432K 0.07% 177
2023
Q2
$1.01M Buy
8,569
+2,763
+48% +$324K 0.05% 270
2023
Q1
$811K Buy
+5,806
New +$811K 0.04% 313
2022
Q4
Sell
-2,295
Closed -$245K 742
2022
Q3
$245K Buy
+2,295
New +$245K 0.01% 609
2018
Q3
Sell
-2,077
Closed -$230K 118
2018
Q2
$230K Buy
+2,077
New +$230K 0.06% 105