Stoneridge Investment Partners’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 | – | Sell |
-1,844
| Closed | -$244K | – | 148 |
|
|
2025
Q1 | $244K | Sell |
1,844
-6,334
| -77% | -$838K | 0.21% | 78 |
|
|
2024
Q4 | $1M | Sell |
8,178
-100
| -1% | -$12.3K | 0.36% | 64 |
|
|
2024
Q3 | $1.12M | Buy |
+8,278
| New | +$1.12M | 0.42% | 62 |
|
|
2021
Q1 | – | Sell |
-22,297
| Closed | -$1.26M | – | 131 |
|
|
2020
Q4 | $1.26M | Sell |
22,297
-200
| -0.9% | -$11.3K | 0.73% | 45 |
|
|
2020
Q3 | $975K | Buy |
22,497
+985
| +5% | +$42.7K | 0.64% | 57 |
|
|
2020
Q2 | $1.27M | Sell |
21,512
-14,518
| -40% | -$854K | 0.53% | 61 |
|
|
2020
Q1 | $1.63M | Buy |
36,030
+15,632
| +77% | +$709K | 0.73% | 47 |
|
|
2019
Q4 | $1.91M | Sell |
20,398
-16,680
| -45% | -$1.56M | 0.65% | 52 |
|
|
2019
Q3 | $3.16M | Buy |
37,078
+23,631
| +176% | +$2.01M | 1.16% | 27 |
|
|
2019
Q2 | $1.15M | Sell |
13,447
-7,947
| -37% | -$680K | 0.41% | 80 |
|
|
2019
Q1 | $1.82M | Buy |
+21,394
| New | +$1.82M | 0.53% | 68 |
|
|
2016
Q4 | – | Sell |
-31,123
| Closed | -$1.65M | – | 341 |
|
|
2016
Q3 | $1.65M | Buy |
+31,123
| New | +$1.65M | 0.24% | 132 |
|