Stratos Wealth Advisors’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
$599K Sell
4,453
-605
-12% -$81.3K 0.03% 414
2025
Q1
$668K Sell
5,058
-4,481
-47% -$592K 0.04% 379
2024
Q4
$1.17M Buy
9,539
+999
+12% +$122K 0.06% 304
2024
Q3
$1.15M Buy
8,540
+590
+7% +$79.7K 0.05% 327
2024
Q2
$1.25M Sell
7,950
-27
-0.3% -$4.23K 0.06% 293
2024
Q1
$1.36M Sell
7,977
-34,845
-81% -$5.95M 0.08% 270
2023
Q4
$5.57M Buy
42,822
+953
+2% +$124K 0.32% 82
2023
Q3
$5.93M Sell
41,869
-1,177
-3% -$167K 0.39% 63
2023
Q2
$5.05M Buy
43,046
+2,326
+6% +$273K 0.36% 72
2023
Q1
$5.68M Buy
40,720
+3
+0% +$419 0.44% 51
2022
Q4
$5.17M Buy
40,717
+783
+2% +$99.3K 0.43% 55
2022
Q3
$4.27M Buy
39,934
+1,567
+4% +$167K 0.45% 53
2022
Q2
$4.08M Sell
38,367
-5,446
-12% -$579K 0.37% 66
2022
Q1
$4.45M Sell
43,813
-2,861
-6% -$291K 0.36% 69
2021
Q4
$3.51M Sell
46,674
-2,778
-6% -$209K 0.25% 112
2021
Q3
$3.49M Sell
49,452
-1,220
-2% -$86.1K 0.3% 92
2021
Q2
$3.96M Sell
50,672
-785
-2% -$61.3K 0.35% 76
2021
Q1
$3.68M Sell
51,457
-160
-0.3% -$11.5K 0.39% 70
2020
Q4
$2.92M Buy
51,617
+2,429
+5% +$137K 0.4% 65
2020
Q3
$2.13M Buy
+49,188
New +$2.13M 0.52% 50
2019
Q4
Sell
-4,905
Closed -$418K 243
2019
Q3
$418K Buy
4,905
+568
+13% +$48.4K 0.16% 138
2019
Q2
$371K Buy
4,337
+1,480
+52% +$127K 0.15% 149
2019
Q1
$242K Sell
2,857
-44
-2% -$3.73K 0.13% 184
2018
Q4
$217K Buy
+2,901
New +$217K 0.14% 170