SOA Wealth Advisors’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $103K | Buy |
764
+640
| +516% | +$86K | 0.02% | 277 |
|
|
2025
Q1 | $16.4K | Hold |
124
| – | – | ﹤0.01% | 503 |
|
|
2024
Q4 | $15.2K | Hold |
124
| – | – | ﹤0.01% | 496 |
|
|
2024
Q3 | $16.7K | Hold |
124
| – | – | ﹤0.01% | 477 |
|
|
2024
Q2 | $19.4K | Sell |
124
-91
| -42% | -$14.3K | ﹤0.01% | 447 |
|
|
2024
Q1 | $36.7K | Hold |
215
| – | – | 0.01% | 345 |
|
|
2023
Q4 | $28K | Hold |
215
| – | – | 0.01% | 372 |
|
|
2023
Q3 | $30.5K | Hold |
215
| – | – | 0.01% | 348 |
|
|
2023
Q2 | $25.2K | Hold |
215
| – | – | 0.01% | 396 |
|
|
2023
Q1 | $30K | Hold |
215
| – | – | 0.01% | 354 |
|
|
2022
Q4 | $27.3K | Hold |
215
| – | – | 0.01% | 358 |
|
|
2022
Q3 | $22K | Sell |
215
-555
| -72% | -$56.8K | 0.01% | 372 |
|
|
2022
Q2 | $81K | Buy |
770
+4
| +0.5% | +$421 | 0.02% | 221 |
|
|
2022
Q1 | $77K | Buy |
766
+6
| +0.8% | +$603 | 0.02% | 260 |
|
|
2021
Q4 | $56K | Buy |
760
+7
| +0.9% | +$516 | 0.01% | 284 |
|
|
2021
Q3 | $53K | Buy |
753
+8
| +1% | +$563 | 0.01% | 301 |
|
|
2021
Q2 | $58K | Buy |
745
+9
| +1% | +$701 | 0.01% | 294 |
|
|
2021
Q1 | $52K | Buy |
736
+9
| +1% | +$636 | 0.01% | 267 |
|
|
2020
Q4 | $47K | Buy |
+727
| New | +$47K | 0.01% | 274 |
|