SWM
Scissortail Wealth Management’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $298K | Hold |
2,216
| – | – | 0.07% | 92 |
|
|
2025
Q1 | $293K | Hold |
2,216
| – | – | 0.08% | 90 |
|
|
2024
Q4 | $272K | Buy |
2,216
+2,209
| +31,557% | +$271K | 0.07% | 104 |
|
|
2024
Q3 | $299K | Sell |
7
-2,209
| -100% | -$94.4M | 0.07% | 98 |
|
|
2024
Q2 | $347K | Hold |
2,216
| – | – | 0.09% | 92 |
|
|
2024
Q1 | $378K | Sell |
2,216
-20,153
| -90% | -$3.44M | 0.1% | 90 |
|
|
2023
Q4 | $3.1M | Buy |
22,369
+20,200
| +931% | +$2.8M | 0.98% | 29 |
|
|
2023
Q3 | $285K | Hold |
2,169
| – | – | 0.22% | 41 |
|
|
2023
Q2 | $256K | Hold |
2,169
| – | – | 0.21% | 37 |
|
|
2023
Q1 | $303K | Sell |
2,169
-20,614
| -90% | -$2.88M | 0.27% | 41 |
|
|
2022
Q4 | $3.21M | Buy |
22,783
+20,614
| +950% | +$2.9M | 1.86% | 16 |
|
|
2022
Q3 | $273K | Hold |
2,169
| – | – | 0.14% | 74 |
|
|
2022
Q2 | $163K | Hold |
2,169
| – | – | 0.06% | 97 |
|
|
2022
Q1 | $257K | Hold |
2,169
| – | – | 0.13% | 74 |
|
|
2021
Q4 | $163K | Buy |
+2,169
| New | +$163K | 0.06% | 97 |
|