Summa Corp’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 | $726K | Sell |
5,400
-35,000
| -87% | -$4.7M | 0.38% | 28 |
|
2025
Q1 | $5.34M | Sell |
40,400
-11,000
| -21% | -$1.45M | 3.09% | 6 |
|
2024
Q4 | $6.3M | Hold |
51,400
| – | – | 3.09% | 5 |
|
2024
Q3 | $6.94M | Hold |
51,400
| – | – | 3.33% | 6 |
|
2024
Q2 | $8.06M | Sell |
51,400
-10,000
| -16% | -$1.57M | 3.91% | 5 |
|
2024
Q1 | $10.5M | Buy |
61,400
+5,000
| +9% | +$853K | 5.72% | 4 |
|
2023
Q4 | $7.33M | Buy |
+56,400
| New | +$7.33M | 5.13% | 6 |
|