SCM
Schnieders Capital Management’s Valero Energy VLO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $217K | Sell |
1,615
-33
| -2% | -$4.44K | 0.04% | 210 |
|
2025
Q1 | $218K | Hold |
1,648
| – | – | 0.05% | 191 |
|
2024
Q4 | $202K | Hold |
1,648
| – | – | 0.04% | 200 |
|
2024
Q3 | $223K | Buy |
1,648
+8
| +0.5% | +$1.08K | 0.04% | 193 |
|
2024
Q2 | $257K | Hold |
1,640
| – | – | 0.05% | 171 |
|
2024
Q1 | $280K | Sell |
1,640
-75
| -4% | -$12.8K | 0.06% | 162 |
|
2023
Q4 | $223K | Hold |
1,715
| – | – | 0.05% | 185 |
|
2023
Q3 | $243K | Buy |
+1,715
| New | +$243K | 0.05% | 162 |
|
2023
Q2 | – | Sell |
-1,514
| Closed | -$211K | – | 202 |
|
2023
Q1 | $211K | Buy |
+1,514
| New | +$211K | 0.05% | 188 |
|
2019
Q3 | – | Sell |
-2,600
| Closed | -$223K | – | 170 |
|
2019
Q2 | $223K | Buy |
+2,600
| New | +$223K | 0.09% | 151 |
|