Rothschild Investment LLC’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 | $935K | Buy |
6,959
+661
| +10% | +$88.9K | 0.06% | 233 |
|
|
2025
Q1 | $832K | Buy |
6,298
+308
| +5% | +$40.7K | 0.06% | 250 |
|
|
2024
Q4 | $734K | Buy |
5,990
+54
| +0.9% | +$6.62K | 0.05% | 281 |
|
|
2024
Q3 | $802K | Sell |
5,936
-226
| -4% | -$30.5K | 0.05% | 267 |
|
|
2024
Q2 | $966K | Sell |
6,162
-268
| -4% | -$42K | 0.07% | 232 |
|
|
2024
Q1 | $1.1M | Buy |
6,430
+28
| +0.4% | +$4.78K | 0.08% | 216 |
|
|
2023
Q4 | $832K | Buy |
6,402
+74
| +1% | +$9.62K | 0.07% | 218 |
|
|
2023
Q3 | $897K | Sell |
6,328
-225
| -3% | -$31.9K | 0.08% | 227 |
|
|
2023
Q2 | $769K | Buy |
6,553
+45
| +0.7% | +$5.28K | 0.06% | 248 |
|
|
2023
Q1 | $909K | Sell |
6,508
-69
| -1% | -$9.64K | 0.08% | 227 |
|
|
2022
Q4 | $834K | Buy |
6,577
+4,003
| +156% | +$508K | 0.08% | 236 |
|
|
2022
Q3 | $275K | Buy |
+2,574
| New | +$275K | 0.03% | 378 |
|
|
2019
Q4 | – | Sell |
-2,500
| Closed | -$213K | – | 460 |
|
|
2019
Q3 | $213K | Hold |
2,500
| – | – | 0.02% | 356 |
|
|
2019
Q2 | $214K | Buy |
+2,500
| New | +$214K | 0.03% | 356 |
|