Smith Salley Wealth Management’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 | $351K | Buy |
2,612
+1,005
| +63% | +$135K | 0.02% | 205 |
|
|
2025
Q1 | $212K | Sell |
1,607
-32
| -2% | -$4.23K | 0.01% | 232 |
|
|
2024
Q4 | $201K | Sell |
1,639
-33
| -2% | -$4.05K | 0.01% | 245 |
|
|
2024
Q3 | $226K | Sell |
1,672
-468
| -22% | -$63.2K | 0.01% | 229 |
|
|
2024
Q2 | $335K | Buy |
2,140
+448
| +26% | +$70.2K | 0.02% | 192 |
|
|
2024
Q1 | $289K | Sell |
1,692
-192
| -10% | -$32.8K | 0.02% | 200 |
|
|
2023
Q4 | $245K | Buy |
1,884
+1
| +0.1% | +$130 | 0.02% | 224 |
|
|
2023
Q3 | $267K | Buy |
1,883
+1
| +0.1% | +$142 | 0.02% | 207 |
|
|
2023
Q2 | $221K | Buy |
1,882
+20
| +1% | +$2.35K | 0.02% | 218 |
|
|
2023
Q1 | $260K | Sell |
1,862
-1,500
| -45% | -$209K | 0.02% | 206 |
|
|
2022
Q4 | $427K | Hold |
3,362
| – | – | 0.04% | 177 |
|
|
2022
Q3 | $359K | Buy |
3,362
+357
| +12% | +$38.1K | 0.03% | 182 |
|
|
2022
Q2 | $319K | Sell |
3,005
-1,000
| -25% | -$106K | 0.03% | 187 |
|
|
2022
Q1 | $407K | Sell |
4,005
-6
| -0.1% | -$610 | 0.03% | 190 |
|
|
2021
Q4 | $301K | Hold |
4,011
| – | – | 0.02% | 210 |
|
|
2021
Q3 | $283K | Hold |
4,011
| – | – | 0.02% | 215 |
|
|
2021
Q2 | $313K | Buy |
+4,011
| New | +$313K | 0.03% | 217 |
|
|
2018
Q4 | – | Sell |
-2,003
| Closed | -$228K | – | 189 |
|
|
2018
Q3 | $228K | Buy |
2,003
+16
| +0.8% | +$1.82K | 0.04% | 175 |
|
|
2018
Q2 | $220K | Buy |
+1,987
| New | +$220K | 0.04% | 169 |
|