SOA Wealth Advisors’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $130K | Hold |
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|
2025
Q2 | $103K | Buy |
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|
2025
Q1 | $16.4K | Hold |
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|
2024
Q4 | $15.2K | Hold |
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|
2024
Q3 | $16.7K | Hold |
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|
2024
Q2 | $19.4K | Sell |
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|
2024
Q1 | $36.7K | Hold |
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|
2023
Q4 | $28K | Hold |
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|
2023
Q3 | $30.5K | Hold |
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|
2023
Q2 | $25.2K | Hold |
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|
2023
Q1 | $30K | Hold |
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|
2022
Q4 | $27.3K | Hold |
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|
2022
Q3 | $22K | Sell |
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|
2022
Q2 | $81K | Buy |
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|
2022
Q1 | $77K | Buy |
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|
2021
Q4 | $56K | Buy |
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|
2021
Q3 | $53K | Buy |
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|
2021
Q2 | $58K | Buy |
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|
2021
Q1 | $52K | Buy |
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|
2020
Q4 | $47K | Buy |
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