Sovereign Financial Group’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 | $410K | Buy |
3,048
+8
| +0.3% | +$1.08K | 0.08% | 209 |
|
|
2025
Q1 | $401K | Sell |
3,040
-9
| -0.3% | -$1.19K | 0.09% | 191 |
|
|
2024
Q4 | $374K | Sell |
3,049
-99
| -3% | -$12.1K | 0.09% | 210 |
|
|
2024
Q3 | $425K | Sell |
3,148
-6
| -0.2% | -$810 | 0.1% | 180 |
|
|
2024
Q2 | $494K | Buy |
3,154
+1
| +0% | +$157 | 0.12% | 154 |
|
|
2024
Q1 | $538K | Buy |
3,153
+1,401
| +80% | +$239K | 0.14% | 142 |
|
|
2023
Q4 | $228K | Buy |
1,752
+15
| +0.9% | +$1.95K | 0.07% | 221 |
|
|
2023
Q3 | $246K | Sell |
1,737
-505
| -23% | -$71.6K | 0.09% | 193 |
|
|
2023
Q2 | $263K | Buy |
2,242
+471
| +27% | +$55.2K | 0.09% | 198 |
|
|
2023
Q1 | $247K | Sell |
1,771
-546
| -24% | -$76.2K | 0.09% | 192 |
|
|
2022
Q4 | $294K | Sell |
2,317
-4,467
| -66% | -$567K | 0.12% | 170 |
|
|
2022
Q3 | $725K | Buy |
6,784
+2,323
| +52% | +$248K | 0.29% | 82 |
|
|
2022
Q2 | $474K | Buy |
+4,461
| New | +$474K | 0.19% | 112 |
|