Sowell Financial Services’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 | $1.53M | Buy |
11,397
+624
| +6% | +$83.9K | 0.06% | 319 |
|
|
2025
Q1 | $1.42M | Buy |
+10,773
| New | +$1.42M | 0.06% | 301 |
|
|
2023
Q2 | – | Sell |
-5,255
| Closed | -$734K | – | 829 |
|
|
2023
Q1 | $734K | Sell |
5,255
-8,135
| -61% | -$1.14M | 0.06% | 356 |
|
|
2022
Q4 | $1.7M | Buy |
13,390
+1,837
| +16% | +$233K | 0.11% | 216 |
|
|
2022
Q3 | $1.23M | Buy |
11,553
+729
| +7% | +$77.9K | 0.12% | 210 |
|
|
2022
Q2 | $1.15M | Buy |
+10,824
| New | +$1.15M | 0.11% | 154 |
|
|
2021
Q2 | – | Sell |
-5,749
| Closed | -$463K | – | 2670 |
|
|
2021
Q1 | $463K | Buy |
5,749
+4,298
| +296% | +$346K | 0.02% | 677 |
|
|
2020
Q4 | $82K | Sell |
1,451
-1,957
| -57% | -$111K | ﹤0.01% | 1226 |
|
|
2020
Q3 | $148K | Sell |
3,408
-275
| -7% | -$11.9K | 0.01% | 836 |
|
|
2020
Q2 | $217K | Sell |
3,683
-26
| -0.7% | -$1.53K | 0.01% | 691 |
|
|
2020
Q1 | $168K | Sell |
3,709
-598
| -14% | -$27.1K | 0.01% | 699 |
|
|
2019
Q4 | $403K | Buy |
4,307
+39
| +0.9% | +$3.65K | 0.03% | 509 |
|
|
2019
Q3 | $364K | Buy |
+4,268
| New | +$364K | 0.03% | 487 |
|
|
2019
Q1 | $631K | Sell |
7,441
-1,149
| -13% | -$97.4K | 0.07% | 273 |
|
|
2018
Q4 | $644K | Sell |
8,590
-523
| -6% | -$39.2K | 0.09% | 229 |
|
|
2018
Q3 | $1.04M | Buy |
9,113
+1,267
| +16% | +$144K | 0.15% | 116 |
|
|
2018
Q2 | $901K | Buy |
7,846
+332
| +4% | +$38.1K | 0.19% | 119 |
|
|
2018
Q1 | $843K | Buy |
7,514
+5,263
| +234% | +$590K | 0.21% | 108 |
|
|
2017
Q4 | $217K | Sell |
2,251
-274
| -11% | -$26.4K | 0.05% | 234 |
|
|
2017
Q3 | $204K | Buy |
+2,525
| New | +$204K | 0.05% | 234 |
|
|
2017
Q2 | – | Sell |
-12,276
| Closed | -$783K | – | 281 |
|
|
2017
Q1 | $783K | Sell |
12,276
-1,787
| -13% | -$114K | 0.23% | 98 |
|
|
2016
Q4 | $951K | Buy |
+14,063
| New | +$951K | 0.32% | 79 |
|