Summit Financial Wealth Advisors’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $14M | Sell |
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|
2025
Q2 | $11.3M | Sell |
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|
2025
Q1 | $11.6M | Buy |
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|
2024
Q4 | $11.8M | Buy |
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|
2024
Q3 | $11.6M | Buy |
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|
2024
Q2 | $13.4M | Sell |
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|
2024
Q1 | $15.2M | Sell |
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|
2023
Q4 | $11.7M | Sell |
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|
2023
Q3 | $11.4M | Sell |
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|
2023
Q2 | $11.5M | Sell |
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|
2023
Q1 | $14M | Sell |
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|
2022
Q4 | $12.8M | Sell |
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|
2022
Q3 | $13M | Sell |
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|
2022
Q2 | $11.1M | Sell |
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|
2022
Q1 | $10.4M | Sell |
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|
2021
Q4 | $8.95M | Buy |
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|
2021
Q3 | $290K | Hold |
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|
2021
Q2 | $321K | Sell |
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|
2021
Q1 | $253K | Sell |
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|
2020
Q4 | $2.65M | Buy |
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|
2020
Q3 | $268K | Sell |
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|
2020
Q2 | $6.37M | Buy |
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|
2020
Q1 | $5.49M | Buy |
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|
2019
Q4 | $7.01M | Sell |
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|
2019
Q3 | $7.84M | Buy |
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|
2019
Q2 | $6.68M | Buy |
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|
2019
Q1 | $5.54M | Buy |
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|
2018
Q4 | $4.22M | Buy |
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|
2018
Q3 | $5.6M | Buy |
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|
2018
Q2 | $4.88M | Sell |
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|
2018
Q1 | $4.99M | Buy |
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|
2017
Q4 | $4.63M | Buy |
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|
2017
Q3 | $3.56M | Buy |
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|
2017
Q2 | $1.89M | Buy |
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|
2017
Q1 | $548K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $787K | Buy |
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