Strategic Investment Advisors’s Valero Energy VLO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-7,777
Closed -$1.01M 256
2023
Q4
$1.01M Sell
7,777
-290
-4% -$37.7K 0.15% 97
2023
Q3
$1.14M Buy
8,067
+372
+5% +$52.7K 0.19% 82
2023
Q2
$903K Sell
7,695
-381
-5% -$44.7K 0.13% 82
2023
Q1
$1.13M Buy
+8,076
New +$1.13M 0.2% 73