SFWA
Summit Financial Wealth Advisors’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $11.6M | Buy |
87,580
+717
| +0.8% | +$94.7K | 2.29% | 12 |
|
|
2024
Q4 | $11.8M | Buy |
86,863
+1,071
| +1% | +$146K | 2.31% | 14 |
|
|
2024
Q3 | $11.6M | Buy |
85,792
+319
| +0.4% | +$43.1K | 2.17% | 13 |
|
|
2024
Q2 | $13.4M | Sell |
85,473
-3,604
| -4% | -$565K | 2.72% | 9 |
|
|
2024
Q1 | $15.2M | Sell |
89,077
-841
| -0.9% | -$144K | 3.08% | 8 |
|
|
2023
Q4 | $11.7M | Sell |
89,918
-2,529
| -3% | -$329K | 2.65% | 10 |
|
|
2023
Q3 | $11.4M | Sell |
92,447
-5,831
| -6% | -$718K | 2.79% | 9 |
|
|
2023
Q2 | $11.5M | Sell |
98,278
-2,013
| -2% | -$236K | 2.66% | 9 |
|
|
2023
Q1 | $14M | Sell |
100,291
-495
| -0.5% | -$69.1K | 3.32% | 7 |
|
|
2022
Q4 | $12.8M | Sell |
100,786
-289
| -0.3% | -$36.7K | 3.09% | 9 |
|
|
2022
Q3 | $13M | Sell |
101,075
-772
| -0.8% | -$99K | 3.72% | 9 |
|
|
2022
Q2 | $11.1M | Sell |
101,847
-962
| -0.9% | -$105K | 2.66% | 10 |
|
|
2022
Q1 | $10.4M | Sell |
102,809
-11,121
| -10% | -$1.13M | 2.11% | 13 |
|
|
2021
Q4 | $8.95M | Buy |
113,930
+109,825
| +2,675% | +$8.62M | 1.73% | 18 |
|
|
2021
Q3 | $290K | Hold |
4,105
| – | – | 0.07% | 103 |
|
|
2021
Q2 | $321K | Sell |
4,105
-362
| -8% | -$28.3K | 0.07% | 96 |
|
|
2021
Q1 | $253K | Sell |
4,467
-56,742
| -93% | -$3.21M | 0.06% | 92 |
|
|
2020
Q4 | $2.65M | Buy |
61,209
+54,504
| +813% | +$2.36M | 0.72% | 28 |
|
|
2020
Q3 | $268K | Sell |
6,705
-113,485
| -94% | -$4.54M | 0.07% | 99 |
|
|
2020
Q2 | $6.37M | Buy |
120,190
+1,208
| +1% | +$64K | 1.7% | 16 |
|
|
2020
Q1 | $5.49M | Buy |
118,982
+36,506
| +44% | +$1.68M | 1.73% | 15 |
|
|
2019
Q4 | $7.02M | Sell |
82,476
-6,624
| -7% | -$563K | 1.7% | 11 |
|
|
2019
Q3 | $7.84M | Buy |
89,100
+11,061
| +14% | +$973K | 1.92% | 11 |
|
|
2019
Q2 | $6.68M | Buy |
78,039
+12,238
| +19% | +$1.05M | 1.64% | 11 |
|
|
2019
Q1 | $5.54M | Buy |
65,801
+9,523
| +17% | +$802K | 1.46% | 17 |
|
|
2018
Q4 | $4.22M | Buy |
56,278
+2,291
| +4% | +$172K | 1.37% | 19 |
|
|
2018
Q3 | $5.6M | Buy |
53,987
+1,353
| +3% | +$140K | 1.67% | 13 |
|
|
2018
Q2 | $4.88M | Sell |
52,634
-1,100
| -2% | -$102K | 1.63% | 14 |
|
|
2018
Q1 | $4.99M | Buy |
53,734
+3,411
| +7% | +$316K | 1.64% | 14 |
|
|
2017
Q4 | $4.63M | Buy |
50,323
+4,069
| +9% | +$374K | 1.59% | 13 |
|
|
2017
Q3 | $3.56M | Buy |
46,254
+18,241
| +65% | +$1.4M | 1.29% | 17 |
|
|
2017
Q2 | $1.89M | Buy |
28,013
+19,746
| +239% | +$1.33M | 0.75% | 42 |
|
|
2017
Q1 | $548K | Buy |
+8,267
| New | +$548K | 0.24% | 89 |
|
|
2016
Q3 | – | Sell |
-15,425
| Closed | -$787K | – | 156 |
|
|
2016
Q2 | $787K | Buy |
+15,425
| New | +$787K | 0.33% | 72 |
|