Summit Trail 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 | $1.94M | Buy |
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|
2025
Q2 | $917K | Buy |
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|
2025
Q1 | $482K | Buy |
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|
2024
Q4 | $348K | Sell |
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|
2024
Q3 | $486K | Buy |
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|
2024
Q2 | $517K | Buy |
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|
2024
Q1 | $540K | Buy |
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|
2023
Q4 | $365K | Sell |
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|
2023
Q3 | $406K | Sell |
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|
2023
Q2 | $436K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $126K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $209K | Buy |
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|
2017
Q4 | $185K | Buy |
|