Sendero Wealth Management’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 | $2.59M | Sell |
19,302
-896
| -4% | -$120K | 0.32% | 60 |
|
|
2025
Q1 | $2.67M | Buy |
20,198
+2,000
| +11% | +$264K | 0.37% | 55 |
|
|
2024
Q4 | $2.23M | Buy |
+18,198
| New | +$2.23M | 0.33% | 56 |
|
|
2024
Q3 | – | Sell |
-1,278
| Closed | -$200K | – | 164 |
|
|
2024
Q2 | $200K | Buy |
1,278
+46
| +4% | +$7.21K | 0.03% | 153 |
|
|
2024
Q1 | $210K | Buy |
+1,232
| New | +$210K | 0.04% | 152 |
|