Silver Oak Securities’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
$279K Sell
2,078
-51
-2% -$6.86K 0.02% 555
2025
Q1
$280K Sell
2,129
-1,919
-47% -$252K 0.03% 522
2024
Q4
$484K Sell
4,048
-2,022
-33% -$242K 0.05% 387
2024
Q3
$825K Buy
6,070
+4,575
+306% +$622K 0.09% 243
2024
Q2
$234K Sell
1,495
-20
-1% -$3.14K 0.04% 346
2024
Q1
$259K Sell
1,515
-3,297
-69% -$563K 0.04% 323
2023
Q4
$626K Buy
4,812
+3,277
+213% +$426K 0.08% 239
2023
Q3
$218K Sell
1,535
-4,382
-74% -$621K 0.05% 275
2023
Q2
$694K Buy
5,917
+4,103
+226% +$481K 0.11% 189
2023
Q1
$253K Buy
+1,814
New +$253K 0.04% 318
2022
Q4
Sell
-1,535
Closed -$218K 488
2022
Q3
$218K Buy
+1,535
New +$218K 0.05% 275