SBIA
Sheaff Brock Investment Advisors’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $828K | Sell |
6,269
-66
| -1% | -$8.72K | 0.08% | 190 |
|
|
2024
Q4 | $777K | Sell |
6,335
-94
| -1% | -$11.5K | 0.07% | 198 |
|
|
2024
Q3 | $868K | Hold |
6,429
| – | – | 0.08% | 182 |
|
|
2024
Q2 | $1.01M | Sell |
6,429
-1,486
| -19% | -$233K | 0.09% | 166 |
|
|
2024
Q1 | $1.35M | Sell |
7,915
-120
| -1% | -$20.5K | 0.09% | 144 |
|
|
2023
Q4 | $1.04M | Hold |
8,035
| – | – | 0.08% | 169 |
|
|
2023
Q3 | $1.14M | Sell |
8,035
-500
| -6% | -$70.9K | 0.1% | 147 |
|
|
2023
Q2 | $1M | Sell |
8,535
-250
| -3% | -$29.3K | 0.08% | 170 |
|
|
2023
Q1 | $1.23M | Buy |
8,785
+143
| +2% | +$20K | 0.11% | 141 |
|
|
2022
Q4 | $1.1M | Buy |
8,642
+563
| +7% | +$71.4K | 0.11% | 151 |
|
|
2022
Q3 | $863K | Sell |
8,079
-416
| -5% | -$44.4K | 0.09% | 167 |
|
|
2022
Q2 | $903K | Buy |
8,495
+387
| +5% | +$41.1K | 0.08% | 167 |
|
|
2022
Q1 | $823K | Buy |
8,108
+875
| +12% | +$88.8K | 0.06% | 202 |
|
|
2021
Q4 | $543K | Buy |
7,233
+125
| +2% | +$9.38K | 0.04% | 263 |
|
|
2021
Q3 | $502K | Buy |
7,108
+173
| +2% | +$12.2K | 0.04% | 261 |
|
|
2021
Q2 | $541K | Buy |
6,935
+100
| +1% | +$7.8K | 0.04% | 253 |
|
|
2021
Q1 | $489K | Sell |
6,835
-250
| -4% | -$17.9K | 0.04% | 255 |
|
|
2020
Q4 | $401K | Buy |
7,085
+750
| +12% | +$42.4K | 0.03% | 270 |
|
|
2020
Q3 | $274K | Sell |
6,335
-350
| -5% | -$15.1K | 0.03% | 322 |
|
|
2020
Q2 | $393K | Buy |
6,685
+161
| +2% | +$9.47K | 0.04% | 245 |
|
|
2020
Q1 | $296K | Buy |
6,524
+983
| +18% | +$44.6K | 0.04% | 262 |
|
|
2019
Q4 | $519K | Hold |
5,541
| – | – | 0.05% | 241 |
|
|
2019
Q3 | $472K | Hold |
5,541
| – | – | 0.05% | 250 |
|
|
2019
Q2 | $474K | Sell |
5,541
-120
| -2% | -$10.3K | 0.05% | 246 |
|
|
2019
Q1 | $480K | Buy |
5,661
+430
| +8% | +$36.5K | 0.06% | 250 |
|
|
2018
Q4 | $392K | Sell |
5,231
-11,606
| -69% | -$870K | 0.06% | 266 |
|
|
2018
Q3 | $1.92M | Buy |
16,837
+117
| +0.7% | +$13.3K | 0.18% | 81 |
|
|
2018
Q2 | $1.85M | Sell |
16,720
-13,209
| -44% | -$1.46M | 0.18% | 84 |
|
|
2018
Q1 | $2.78M | Buy |
29,929
+2,254
| +8% | +$209K | 0.29% | 65 |
|
|
2017
Q4 | $2.54M | Sell |
27,675
-743
| -3% | -$68.3K | 0.33% | 69 |
|
|
2017
Q3 | $2.19M | Sell |
28,418
-69,571
| -71% | -$5.35M | 0.29% | 77 |
|
|
2017
Q2 | $6.61M | Buy |
97,989
+1,816
| +2% | +$123K | 0.87% | 25 |
|
|
2017
Q1 | $6.38M | Sell |
96,173
-4,325
| -4% | -$287K | 0.83% | 26 |
|
|
2016
Q4 | $6.87M | Sell |
100,498
-6,001
| -6% | -$410K | 0.87% | 24 |
|
|
2016
Q3 | $5.64M | Sell |
106,499
-5,620
| -5% | -$298K | 0.75% | 28 |
|
|
2016
Q2 | $5.72M | Sell |
112,119
-2,204
| -2% | -$112K | 0.73% | 31 |
|
|
2016
Q1 | $7.33M | Sell |
114,323
-807
| -0.7% | -$51.8K | 0.9% | 21 |
|
|
2015
Q4 | $8.14M | Buy |
+115,130
| New | +$8.14M | 0.92% | 19 |
|