Shorepoint Capital 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
Q1 | $1.3M | Buy |
9,881
+918
| +10% | +$121K | 0.3% | 74 |
|
2024
Q4 | $1.1M | Sell |
8,963
-1,127
| -11% | -$138K | 0.25% | 77 |
|
2024
Q3 | $1.36M | Buy |
10,090
+713
| +8% | +$96.3K | 0.31% | 75 |
|
2024
Q2 | $1.47M | Buy |
9,377
+589
| +7% | +$92.3K | 0.35% | 73 |
|
2024
Q1 | $1.5M | Buy |
8,788
+1,338
| +18% | +$228K | 0.37% | 73 |
|
2023
Q4 | $968K | Buy |
7,450
+478
| +7% | +$62.1K | 0.26% | 77 |
|
2023
Q3 | $988K | Buy |
6,972
+1,567
| +29% | +$222K | 0.29% | 77 |
|
2023
Q2 | $634K | Buy |
5,405
+1,734
| +47% | +$203K | 0.18% | 88 |
|
2023
Q1 | $512K | Buy |
+3,671
| New | +$512K | 0.15% | 91 |
|
2020
Q1 | – | Sell |
-38,979
| Closed | -$3.65M | – | 99 |
|
2019
Q4 | $3.65M | Sell |
38,979
-1,367
| -3% | -$128K | 2.09% | 13 |
|
2019
Q3 | $3.44M | Buy |
40,346
+965
| +2% | +$82.3K | 2.03% | 12 |
|
2019
Q2 | $3.37M | Sell |
39,381
-425
| -1% | -$36.4K | 1.92% | 11 |
|
2019
Q1 | $3.38M | Buy |
+39,806
| New | +$3.38M | 1.91% | 11 |
|