Sierra Summit Advisors’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 | $202K | Buy |
+1,500
| New | +$202K | 0.04% | 176 |
|
|
2024
Q4 | – | Sell |
-1,500
| Closed | -$203K | – | 174 |
|
|
2024
Q3 | $203K | Hold |
1,500
| – | – | 0.05% | 136 |
|
|
2024
Q2 | $235K | Hold |
1,500
| – | – | 0.06% | 141 |
|
|
2024
Q1 | $256K | Sell |
1,500
-500
| -25% | -$85.3K | 0.07% | 139 |
|
|
2023
Q4 | $260K | Buy |
+2,000
| New | +$260K | 0.08% | 156 |
|