SFA
Sequoia Financial Advisors’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.74M | Buy |
20,401
+1,426
| +8% | +$192K | 0.02% | 398 |
|
|
2025
Q1 | $2.51M | Buy |
18,975
+757
| +4% | +$100K | 0.02% | 387 |
|
|
2024
Q4 | $2.23M | Buy |
18,218
+1,070
| +6% | +$131K | 0.02% | 380 |
|
|
2024
Q3 | $2.32M | Buy |
17,148
+55
| +0.3% | +$7.43K | 0.02% | 350 |
|
|
2024
Q2 | $2.68M | Buy |
17,093
+1,259
| +8% | +$197K | 0.03% | 273 |
|
|
2024
Q1 | $2.7M | Buy |
15,834
+1,811
| +13% | +$309K | 0.03% | 278 |
|
|
2023
Q4 | $1.82M | Buy |
14,023
+3,564
| +34% | +$463K | 0.02% | 371 |
|
|
2023
Q3 | $1.48M | Sell |
10,459
-2,146
| -17% | -$304K | 0.03% | 274 |
|
|
2023
Q2 | $1.48M | Sell |
12,605
-848
| -6% | -$99.5K | 0.03% | 280 |
|
|
2023
Q1 | $1.88M | Buy |
13,453
+5,150
| +62% | +$719K | 0.04% | 223 |
|
|
2022
Q4 | $1.05M | Buy |
8,303
+5,120
| +161% | +$650K | 0.03% | 278 |
|
|
2022
Q3 | $340K | Sell |
3,183
-1,180
| -27% | -$126K | 0.01% | 357 |
|
|
2022
Q2 | $464K | Buy |
4,363
+500
| +13% | +$53.2K | 0.01% | 336 |
|
|
2022
Q1 | $392K | Buy |
+3,863
| New | +$392K | 0.01% | 421 |
|
|
2021
Q3 | – | Sell |
-2,840
| Closed | -$222K | – | 452 |
|
|
2021
Q2 | $222K | Sell |
2,840
-4
| -0.1% | -$313 | 0.01% | 436 |
|
|
2021
Q1 | $204K | Buy |
+2,844
| New | +$204K | 0.01% | 416 |
|
|
2020
Q3 | – | Sell |
-14,406
| Closed | -$847K | – | 403 |
|
|
2020
Q2 | $847K | Buy |
14,406
+1,047
| +8% | +$61.6K | 0.05% | 168 |
|
|
2020
Q1 | $606K | Buy |
13,359
+247
| +2% | +$11.2K | 0.04% | 171 |
|
|
2019
Q4 | $1.23M | Sell |
13,112
-384
| -3% | -$36K | 0.08% | 125 |
|
|
2019
Q3 | $1.15M | Buy |
13,496
+1,018
| +8% | +$86.7K | 0.08% | 122 |
|
|
2019
Q2 | $1.07M | Buy |
12,478
+1,340
| +12% | +$115K | 0.08% | 125 |
|
|
2019
Q1 | $945K | Buy |
11,138
+6,161
| +124% | +$523K | 0.08% | 122 |
|
|
2018
Q4 | $373K | Buy |
4,977
+1,189
| +31% | +$89.1K | 0.04% | 171 |
|
|
2018
Q3 | $431K | Buy |
3,788
+1
| +0% | +$114 | 0.04% | 175 |
|
|
2018
Q2 | $420K | Sell |
3,787
-39
| -1% | -$4.33K | 0.04% | 174 |
|
|
2018
Q1 | $355K | Sell |
3,826
-58,683
| -94% | -$5.44M | 0.04% | 206 |
|
|
2017
Q4 | $5.75M | Buy |
62,509
+968
| +2% | +$89K | 0.61% | 31 |
|
|
2017
Q3 | $4.73M | Buy |
61,541
+2,562
| +4% | +$197K | 0.56% | 35 |
|
|
2017
Q2 | $3.98M | Buy |
58,979
+6,124
| +12% | +$413K | 0.49% | 45 |
|
|
2017
Q1 | $3.5M | Buy |
52,855
+4,606
| +10% | +$305K | 0.45% | 51 |
|
|
2016
Q4 | $3.3M | Buy |
48,249
+1,721
| +4% | +$118K | 0.47% | 44 |
|
|
2016
Q3 | $2.47M | Buy |
46,528
+10,471
| +29% | +$555K | 0.46% | 39 |
|
|
2016
Q2 | $1.84M | Buy |
36,057
+4,808
| +15% | +$245K | 0.52% | 50 |
|
|
2016
Q1 | $2M | Buy |
+31,249
| New | +$2M | 0.65% | 39 |
|