Schechter Investment Advisors’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $227K | Buy |
1,717
+7
| +0.4% | +$925 | 0.02% | 531 |
|
|
2024
Q4 | $210K | Sell |
1,710
-283
| -14% | -$34.7K | 0.02% | 564 |
|
|
2024
Q3 | $269K | Buy |
1,993
+96
| +5% | +$13K | 0.02% | 516 |
|
|
2024
Q2 | $297K | Buy |
1,897
+10
| +0.5% | +$1.57K | 0.02% | 478 |
|
|
2024
Q1 | $322K | Buy |
1,887
+134
| +8% | +$22.9K | 0.02% | 481 |
|
|
2023
Q4 | $228K | Sell |
1,753
-112
| -6% | -$14.6K | 0.02% | 529 |
|
|
2023
Q3 | $264K | Buy |
1,865
+98
| +6% | +$13.9K | 0.03% | 482 |
|
|
2023
Q2 | $207K | Sell |
1,767
-413
| -19% | -$48.4K | 0.02% | 585 |
|
|
2023
Q1 | $304K | Buy |
2,180
+323
| +17% | +$45.1K | 0.03% | 519 |
|
|
2022
Q4 | $236K | Buy |
+1,857
| New | +$236K | 0.02% | 702 |
|
|
2022
Q3 | – | Sell |
-1,963
| Closed | -$209K | – | 988 |
|
|
2022
Q2 | $209K | Buy |
+1,963
| New | +$209K | 0.02% | 830 |
|