Security National Bank’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 | $333K | Hold |
2,481
| – | – | 0.06% | 100 |
|
|
2025
Q1 | $328K | Buy |
2,481
+1,000
| +68% | +$132K | 0.06% | 100 |
|
|
2024
Q4 | $182K | Sell |
1,481
-542
| -27% | -$66.4K | 0.03% | 120 |
|
|
2024
Q3 | $273K | Hold |
2,023
| – | – | 0.04% | 101 |
|
|
2024
Q2 | $317K | Hold |
2,023
| – | – | 0.05% | 95 |
|
|
2024
Q1 | $345K | Hold |
2,023
| – | – | 0.05% | 92 |
|
|
2023
Q4 | $263K | Hold |
2,023
| – | – | 0.06% | 101 |
|
|
2023
Q3 | $298K | Hold |
2,023
| – | – | 0.08% | 85 |
|
|
2023
Q2 | $237K | Hold |
2,023
| – | – | 0.06% | 97 |
|
|
2023
Q1 | $282K | Hold |
2,023
| – | – | 0.08% | 84 |
|
|
2022
Q4 | $257K | Hold |
2,023
| – | – | 0.07% | 88 |
|
|
2022
Q3 | $216K | Hold |
2,023
| – | – | 0.06% | 95 |
|
|
2022
Q2 | $215K | Sell |
2,023
-271
| -12% | -$28.8K | 0.06% | 96 |
|
|
2022
Q1 | $233K | Buy |
+2,294
| New | +$233K | 0.05% | 98 |
|
|
2021
Q4 | – | Sell |
-3,601
| Closed | -$254K | – | 112 |
|
|
2021
Q3 | $254K | Buy |
3,601
+136
| +4% | +$9.59K | 0.06% | 90 |
|
|
2021
Q2 | $271K | Buy |
3,465
+115
| +3% | +$8.99K | 0.07% | 84 |
|
|
2021
Q1 | $240K | Buy |
+3,350
| New | +$240K | 0.07% | 85 |
|