Summit Financial’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 | $269K | Buy |
1,998
+186
| +10% | +$25K | 0.01% | 714 |
|
|
2025
Q1 | $239K | Buy |
1,812
+79
| +5% | +$10.4K | 0.01% | 657 |
|
|
2024
Q4 | $212K | Sell |
1,733
-336
| -16% | -$41.2K | 0.01% | 613 |
|
|
2024
Q3 | $279K | Sell |
2,069
-42
| -2% | -$5.67K | 0.01% | 474 |
|
|
2024
Q2 | $331K | Buy |
+2,111
| New | +$331K | 0.02% | 400 |
|