Spire 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 | $131K | Sell |
1,035
-1,022
| -50% | -$129K | ﹤0.01% | 879 |
|
2025
Q1 | $272K | Sell |
2,057
-61
| -3% | -$8.06K | 0.01% | 744 |
|
2024
Q4 | $260K | Buy |
2,118
+117
| +6% | +$14.3K | 0.01% | 742 |
|
2024
Q3 | $270K | Sell |
2,001
-149
| -7% | -$20.1K | 0.01% | 659 |
|
2024
Q2 | $337K | Sell |
2,150
-531
| -20% | -$83.2K | 0.01% | 580 |
|
2024
Q1 | $458K | Buy |
2,681
+349
| +15% | +$59.6K | 0.01% | 543 |
|
2023
Q4 | $299K | Sell |
2,332
-351
| -13% | -$45K | 0.01% | 650 |
|
2023
Q3 | $380K | Buy |
2,683
+282
| +12% | +$40K | 0.01% | 538 |
|
2023
Q2 | $282K | Sell |
2,401
-384
| -14% | -$45K | 0.01% | 625 |
|
2023
Q1 | $389K | Buy |
2,785
+1,094
| +65% | +$153K | 0.02% | 548 |
|
2022
Q4 | $214K | Buy |
1,691
+13
| +0.8% | +$1.65K | 0.01% | 540 |
|
2022
Q3 | $179K | Sell |
1,678
-1,389
| -45% | -$148K | 0.01% | 561 |
|
2022
Q2 | $326K | Sell |
3,067
-2,628
| -46% | -$279K | 0.01% | 606 |
|
2022
Q1 | $578K | Sell |
5,695
-1,080
| -16% | -$110K | 0.02% | 526 |
|
2021
Q4 | $509K | Sell |
6,775
-264
| -4% | -$19.8K | 0.01% | 698 |
|
2021
Q3 | $497K | Buy |
7,039
+74
| +1% | +$5.23K | 0.01% | 588 |
|
2021
Q2 | $544K | Sell |
6,965
-1,784
| -20% | -$139K | 0.01% | 586 |
|
2021
Q1 | $624K | Buy |
+8,749
| New | +$624K | 0.02% | 596 |
|