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