Sharp Financial Services’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 | – | Sell |
-3,001
| Closed | -$396K | – | 101 |
|
|
2025
Q1 | $396K | Sell |
3,001
-999
| -25% | -$132K | 0.3% | 47 |
|
|
2024
Q4 | $490K | Buy |
4,000
+1,138
| +40% | +$140K | 0.37% | 43 |
|
|
2024
Q3 | $386K | Buy |
2,862
+100
| +4% | +$13.5K | 0.3% | 56 |
|
|
2024
Q2 | $433K | Buy |
2,762
+200
| +8% | +$31.4K | 0.37% | 48 |
|
|
2024
Q1 | $437K | Sell |
2,562
-600
| -19% | -$102K | 0.41% | 51 |
|
|
2023
Q4 | $411K | Buy |
+3,162
| New | +$411K | 0.45% | 48 |
|