Shepherd Financial Partners’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 | $3.9M | Sell |
29,036
-876
| -3% | -$118K | 0.41% | 48 |
|
|
2025
Q1 | $3.95M | Buy |
29,912
+1,246
| +4% | +$165K | 0.46% | 43 |
|
|
2024
Q4 | $3.51M | Buy |
28,666
+672
| +2% | +$82.4K | 0.42% | 39 |
|
|
2024
Q3 | $3.78M | Buy |
27,994
+857
| +3% | +$116K | 0.45% | 37 |
|
|
2024
Q2 | $4.25M | Buy |
27,137
+233
| +0.9% | +$36.5K | 0.55% | 28 |
|
|
2024
Q1 | $4.59M | Buy |
26,904
+692
| +3% | +$118K | 0.6% | 26 |
|
|
2023
Q4 | $3.41M | Buy |
26,212
+589
| +2% | +$76.6K | 0.48% | 36 |
|
|
2023
Q3 | $3.63M | Buy |
25,623
+201
| +0.8% | +$28.5K | 0.57% | 29 |
|
|
2023
Q2 | $2.98M | Buy |
25,422
+442
| +2% | +$51.8K | 0.46% | 37 |
|
|
2023
Q1 | $3.49M | Sell |
24,980
-35
| -0.1% | -$4.89K | 0.58% | 31 |
|
|
2022
Q4 | $3.17M | Sell |
25,015
-75
| -0.3% | -$9.51K | 0.57% | 32 |
|
|
2022
Q3 | $2.68M | Sell |
25,090
-656
| -3% | -$70.1K | 0.52% | 36 |
|
|
2022
Q2 | $2.74M | Buy |
25,746
+510
| +2% | +$54.2K | 0.53% | 35 |
|
|
2022
Q1 | $2.56M | Sell |
25,236
-107
| -0.4% | -$10.9K | 0.46% | 43 |
|
|
2021
Q4 | $1.91M | Buy |
25,343
+624
| +3% | +$46.9K | 0.33% | 57 |
|
|
2021
Q3 | $1.75M | Buy |
24,719
+679
| +3% | +$48K | 0.34% | 60 |
|
|
2021
Q2 | $1.88M | Buy |
24,040
+533
| +2% | +$41.6K | 0.36% | 60 |
|
|
2021
Q1 | $1.68M | Buy |
23,507
+5,527
| +31% | +$396K | 0.37% | 59 |
|
|
2020
Q4 | $1.02M | Buy |
+17,980
| New | +$1.02M | 0.23% | 80 |
|
|
2020
Q1 | – | Sell |
-10,950
| Closed | -$1.02M | – | 136 |
|
|
2019
Q4 | $1.02M | Sell |
10,950
-711
| -6% | -$66.4K | 0.24% | 67 |
|
|
2019
Q3 | $994K | Buy |
11,661
+1,066
| +10% | +$90.9K | 0.25% | 59 |
|
|
2019
Q2 | $907K | Sell |
10,595
-329
| -3% | -$28.2K | 0.17% | 65 |
|
|
2019
Q1 | $927K | Buy |
+10,924
| New | +$927K | 0.18% | 63 |
|