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