Strategic Financial Concepts’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 |
-1,606
| Closed | -$212K | – | 368 |
|
|
2025
Q1 | $212K | Buy |
+1,606
| New | +$212K | 0.04% | 312 |
|
|
2024
Q3 | – | Sell |
-148,717
| Closed | -$154K | – | 723 |
|
|
2024
Q2 | $154K | Buy |
148,717
+145,921
| +5,219% | +$151K | 0.09% | 145 |
|
|
2024
Q1 | $477K | Buy |
2,796
+802
| +40% | +$137K | 0.12% | 164 |
|
|
2023
Q4 | $259K | Sell |
1,994
-694
| -26% | -$90.2K | 0.15% | 112 |
|
|
2023
Q3 | $381K | Buy |
2,688
+3
| +0.1% | +$425 | 0.13% | 154 |
|
|
2023
Q2 | $315K | Buy |
2,685
+249
| +10% | +$29.2K | 0.12% | 165 |
|
|
2023
Q1 | $340K | Buy |
+2,436
| New | +$340K | 0.14% | 145 |
|