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