SWA
SFMG Wealth Advisors’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $326K | Sell |
2,424
-7
| -0.3% | -$941 | 0.02% | 197 |
|
|
2025
Q1 | $321K | Buy |
2,431
+200
| +9% | +$26.4K | 0.03% | 191 |
|
|
2024
Q4 | $273K | Sell |
2,231
-361
| -14% | -$44.2K | 0.02% | 211 |
|
|
2024
Q3 | $350K | Buy |
2,592
+16
| +0.6% | +$2.16K | 0.03% | 183 |
|
|
2024
Q2 | $404K | Hold |
2,576
| – | – | 0.04% | 163 |
|
|
2024
Q1 | $440K | Sell |
2,576
-1
| -0% | -$171 | 0.04% | 158 |
|
|
2023
Q4 | $335K | Sell |
2,577
-99
| -4% | -$12.9K | 0.03% | 178 |
|
|
2023
Q3 | $379K | Sell |
2,676
-152
| -5% | -$21.5K | 0.04% | 156 |
|
|
2023
Q2 | $332K | Sell |
2,828
-450
| -14% | -$52.8K | 0.03% | 166 |
|
|
2023
Q1 | $458K | Buy |
3,278
+779
| +31% | +$109K | 0.05% | 138 |
|
|
2022
Q4 | $317K | Buy |
2,499
+361
| +17% | +$45.8K | 0.04% | 174 |
|
|
2022
Q3 | $246K | Buy |
2,138
+3
| +0.1% | +$345 | 0.03% | 192 |
|
|
2022
Q2 | $227K | Hold |
2,135
| – | – | 0.03% | 215 |
|
|
2022
Q1 | $217K | Buy |
+2,135
| New | +$217K | 0.02% | 261 |
|
|
2020
Q1 | – | Sell |
-2,311
| Closed | -$216K | – | 182 |
|
|
2019
Q4 | $216K | Buy |
+2,311
| New | +$216K | 0.03% | 151 |
|
|
2019
Q1 | – | Sell |
-2,781
| Closed | -$208K | – | 153 |
|
|
2018
Q4 | $208K | Buy |
2,781
+131
| +5% | +$9.8K | 0.03% | 128 |
|
|
2018
Q3 | $243K | Sell |
2,650
-139
| -5% | -$12.7K | 0.04% | 115 |
|
|
2018
Q2 | $309K | Buy |
2,789
+536
| +24% | +$59.4K | 0.05% | 104 |
|
|
2018
Q1 | $209K | Buy |
2,253
+49
| +2% | +$4.55K | 0.04% | 138 |
|
|
2017
Q4 | $203K | Buy |
+2,204
| New | +$203K | 0.03% | 137 |
|