Simon Quick 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 | $265K | Buy |
+1,968
| New | +$265K | 0.01% | 656 |
|
|
2021
Q3 | – | Sell |
-15
| Closed | -$1K | – | 449 |
|
|
2021
Q2 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 434 |
|
|
2020
Q3 | – | Sell |
-60
| Closed | -$4K | – | 508 |
|
|
2020
Q2 | $4K | Sell |
60
-34
| -36% | -$2.27K | ﹤0.01% | 373 |
|
|
2020
Q1 | $4K | Sell |
94
-48
| -34% | -$2.04K | ﹤0.01% | 372 |
|
|
2019
Q4 | $13K | Buy |
+142
| New | +$13K | ﹤0.01% | 373 |
|
|
2019
Q3 | – | Sell |
-19
| Closed | -$1.63K | – | 533 |
|
|
2019
Q2 | $1.63K | Buy |
+19
| New | +$1.63K | ﹤0.01% | 379 |
|
|
2018
Q3 | – | Sell |
-37
| Closed | -$4K | – | 342 |
|
|
2018
Q2 | $4K | Buy |
+37
| New | +$4K | ﹤0.01% | 304 |
|