RWA Wealth Partners’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 | $273K | Hold |
2,028
| – | – | ﹤0.01% | 528 |
|
|
2025
Q1 | $268K | Sell |
2,028
-74
| -4% | -$9.77K | ﹤0.01% | 496 |
|
|
2024
Q4 | $258K | Buy |
2,102
+179
| +9% | +$21.9K | ﹤0.01% | 504 |
|
|
2024
Q3 | $260K | Buy |
1,923
+2
| +0.1% | +$270 | ﹤0.01% | 500 |
|
|
2024
Q2 | $301K | Hold |
1,921
| – | – | ﹤0.01% | 462 |
|
|
2024
Q1 | $328K | Sell |
1,921
-113
| -6% | -$19.3K | ﹤0.01% | 439 |
|
|
2023
Q4 | $264K | Buy |
+2,034
| New | +$264K | ﹤0.01% | 457 |
|
|
2020
Q1 | – | Sell |
-2,475
| Closed | -$232K | – | 241 |
|
|
2019
Q4 | $232K | Buy |
2,475
+1
| +0% | +$94 | 0.02% | 223 |
|
|
2019
Q3 | $211K | Buy |
2,474
+1
| +0% | +$85 | 0.02% | 220 |
|
|
2019
Q2 | $212K | Buy |
2,473
+1
| +0% | +$86 | 0.02% | 218 |
|
|
2019
Q1 | $210K | Sell |
2,472
-1,159
| -32% | -$98.5K | 0.02% | 216 |
|
|
2018
Q4 | $272K | Buy |
3,631
+32
| +0.9% | +$2.4K | 0.04% | 186 |
|
|
2018
Q3 | $409K | Buy |
3,599
+1
| +0% | +$114 | 0.05% | 163 |
|
|
2018
Q2 | $399K | Buy |
3,598
+88
| +3% | +$9.76K | 0.04% | 172 |
|
|
2018
Q1 | $326K | Sell |
3,510
-36,934
| -91% | -$3.43M | 0.04% | 157 |
|
|
2017
Q4 | $3.72M | Buy |
40,444
+659
| +2% | +$60.6K | 0.42% | 62 |
|
|
2017
Q3 | $3.06M | Buy |
39,785
+3,246
| +9% | +$250K | 0.35% | 80 |
|
|
2017
Q2 | $2.47M | Sell |
36,539
-126
| -0.3% | -$8.5K | 0.3% | 80 |
|
|
2017
Q1 | $2.43M | Buy |
+36,665
| New | +$2.43M | 0.32% | 79 |
|