Summit Securities Group’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 | $28.2K | Buy |
+210
| New | +$28.2K | 0.01% | 528 |
|
|
2024
Q3 | – | Sell |
-200
| Closed | -$31K | – | 765 |
|
|
2024
Q2 | $31K | Buy |
+200
| New | +$31K | 0.01% | 234 |
|
|
2023
Q4 | – | Sell |
-3,000
| Closed | -$425K | – | 728 |
|
|
2023
Q3 | $425K | Buy |
3,000
+1,127
| +60% | +$160K | 0.04% | 51 |
|
|
2023
Q2 | $220K | Buy |
1,873
+273
| +17% | +$32.1K | 0.03% | 119 |
|
|
2023
Q1 | $223K | Sell |
1,600
-7,989
| -83% | -$1.11M | 0.02% | 110 |
|
|
2022
Q4 | $1.22M | Buy |
9,589
+2,173
| +29% | +$276K | 0.05% | 52 |
|
|
2022
Q3 | $792K | Buy |
7,416
+6,462
| +677% | +$690K | 0.06% | 98 |
|
|
2022
Q2 | $101K | Sell |
954
-9,433
| -91% | -$999K | 0.01% | 265 |
|
|
2022
Q1 | $1.06M | Sell |
10,387
-15,056
| -59% | -$1.53M | 0.12% | 70 |
|
|
2021
Q4 | $1.91M | Buy |
25,443
+16,243
| +177% | +$1.22M | 0.09% | 89 |
|
|
2021
Q3 | $649K | Sell |
9,200
-6,054
| -40% | -$427K | 0.05% | 165 |
|
|
2021
Q2 | $1.19M | Buy |
+15,254
| New | +$1.19M | 0.1% | 99 |
|
|
2021
Q1 | – | Sell |
-14,500
| Closed | -$820K | – | 419 |
|
|
2020
Q4 | $820K | Buy |
14,500
+4,700
| +48% | +$266K | 0.07% | 102 |
|
|
2020
Q3 | $425K | Sell |
9,800
-700
| -7% | -$30.4K | 0.04% | 90 |
|
|
2020
Q2 | $618K | Buy |
10,500
+3,400
| +48% | +$200K | 0.08% | 60 |
|
|
2020
Q1 | $322K | Sell |
7,100
-4,600
| -39% | -$209K | 0.06% | 73 |
|
|
2019
Q4 | $1.1M | Buy |
11,700
+6,000
| +105% | +$562K | 0.08% | 85 |
|
|
2019
Q3 | $486K | Sell |
5,700
-2,200
| -28% | -$188K | 0.04% | 85 |
|
|
2019
Q2 | $676K | Buy |
7,900
+600
| +8% | +$51.3K | 0.08% | 54 |
|
|
2019
Q1 | $619K | Buy |
+7,300
| New | +$619K | 0.11% | 39 |
|
|
2018
Q4 | – | Sell |
-19,800
| Closed | -$2.25M | – | 220 |
|
|
2018
Q3 | $2.25M | Buy |
19,800
+16,900
| +583% | +$1.92M | 0.84% | 24 |
|
|
2018
Q2 | $321K | Buy |
+2,900
| New | +$321K | 0.05% | 99 |
|
|
2018
Q1 | – | Sell |
-3,200
| Closed | -$294K | – | 178 |
|
|
2017
Q4 | $294K | Buy |
+3,200
| New | +$294K | 0.04% | 126 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 229 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 346 |
|
|
2015
Q4 | – | Sell |
-900
| Closed | -$54K | – | 397 |
|
|
2015
Q3 | $54K | Buy |
900
+200
| +29% | +$12K | 0.04% | 140 |
|
|
2015
Q2 | $44K | Sell |
700
-3,700
| -84% | -$233K | 0.02% | 236 |
|
|
2015
Q1 | $280K | Buy |
4,400
+600
| +16% | +$38.2K | 0.21% | 64 |
|
|
2014
Q4 | $188K | Sell |
3,800
-35,000
| -90% | -$1.73M | 0.05% | 192 |
|
|
2014
Q3 | $1.8M | Buy |
38,800
+23,450
| +153% | +$1.08M | 0.52% | 50 |
|
|
2014
Q2 | $769K | Buy |
15,350
+4,550
| +42% | +$228K | 0.26% | 58 |
|
|
2014
Q1 | $573K | Sell |
10,800
-111,200
| -91% | -$5.9M | 0.34% | 45 |
|
|
2013
Q4 | $6.15M | Buy |
122,000
+115,500
| +1,777% | +$5.82M | 1.07% | 22 |
|
|
2013
Q3 | $222K | Sell |
6,500
-400
| -6% | -$13.7K | 0.08% | 106 |
|
|
2013
Q2 | $240K | Buy |
+6,900
| New | +$240K | 0.11% | 91 |
|