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 |
|