SVB Wealth’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.84M | Sell |
15,552
-4,361
| -22% | -$899K | 0.25% | 88 |
|
|
2025
Q4 | $3.24M | Sell |
19,913
-8,374
| -30% | -$1.42M | 0.19% | 102 |
|
|
2025
Q3 | $4.82M | Sell |
28,287
-2,233
| -7% | -$333K | 0.26% | 78 |
|
|
2025
Q2 | $4.1M | Sell |
30,520
-10,511
| -26% | -$1.31M | 0.22% | 94 |
|
|
2025
Q1 | $5.42M | Sell |
41,031
-11,973
| -23% | -$1.59M | 0.22% | 53 |
|
|
2024
Q4 | $6.5M | Buy |
+53,004
| New | +$7.09M | 0.12% | 113 |
|
|
2024
Q3 | – | Sell |
-69,882
| Closed | -$11M | – | 594 |
|
|
2024
Q2 | $11M | Sell |
69,882
-6,218
| -8% | -$1M | 0.27% | 92 |
|
|
2024
Q1 | $13M | Sell |
76,100
-68,896
| -48% | -$9.87M | 0.29% | 88 |
|
|
2023
Q4 | $18.8M | Sell |
144,996
-38,259
| -21% | -$4.87M | 0.46% | 51 |
|
|
2023
Q3 | $26M | Sell |
183,255
-17,303
| -9% | -$2.27M | 0.57% | 35 |
|
|
2023
Q2 | $23.5M | Sell |
200,558
-70,812
| -26% | -$8.23M | 0.43% | 46 |
|
|
2023
Q1 | $37.9M | Sell |
271,370
-45,123
| -14% | -$6.06M | 0.53% | 34 |
|
|
2022
Q4 | $40.2M | Buy |
316,493
+1,033
| +0.3% | +$130K | 0.54% | 32 |
|
|
2022
Q3 | $33.7M | Sell |
315,460
-1,274
| -0.4% | -$140K | 0.49% | 33 |
|
|
2022
Q2 | $33.7M | Buy |
316,734
+385
| +0.1% | +$45.6K | 0.52% | 31 |
|
|
2022
Q1 | $32.1M | Buy |
316,349
+23,486
| +8% | +$2.04M | 0.43% | 44 |
|
|
2021
Q4 | $22M | Buy |
292,863
+1,264
| +0.4% | +$94.1K | 0.36% | 66 |
|
|
2021
Q3 | $20.6M | Sell |
291,599
-3,929
| -1% | -$262K | 0.26% | 70 |
|
|
2021
Q2 | $23.1M | Buy |
295,528
+8,215
| +3% | +$636K | 0.29% | 66 |
|
|
2021
Q1 | $20.6M | Buy |
287,313
+23,494
| +9% | +$1.6M | 0.29% | 64 |
|
|
2020
Q4 | $14.9M | Sell |
263,819
-6,121
| -2% | -$300K | 0.22% | 84 |
|
|
2020
Q3 | $11.7M | Buy |
269,940
+7,785
| +3% | +$408K | 0.19% | 88 |
|
|
2020
Q2 | $15.4M | Buy |
262,155
+52,012
| +25% | +$3.11M | 0.29% | 63 |
|
|
2020
Q1 | $9.53M | Sell |
210,143
-29,739
| -12% | -$2.16M | 0.23% | 74 |
|
|
2019
Q4 | $22.5M | Buy |
239,882
+6,369
| +3% | +$602K | 0.41% | 44 |
|
|
2019
Q3 | $19.9M | Buy |
233,513
+21,391
| +10% | +$1.73M | 0.4% | 49 |
|
|
2019
Q2 | $18.2M | Buy |
212,122
+42,132
| +25% | +$3.48M | 0.61% | 47 |
|
|
2019
Q1 | $14.4M | Buy |
169,990
+96,872
| +132% | +$8M | 0.57% | 55 |
|
|
2018
Q4 | $5.48M | Sell |
73,118
-17,504
| -19% | -$1.54M | 0.23% | 97 |
|
|
2018
Q3 | $10.3M | Sell |
90,622
-1,165
| -1% | -$132K | 0.36% | 85 |
|
|
2018
Q2 | $10.2M | Sell |
91,787
-9,592
| -9% | -$1.08M | 0.39% | 79 |
|
|
2018
Q1 | $9.4M | Sell |
101,379
-1,342
| -1% | -$125K | 0.36% | 84 |
|
|
2017
Q4 | $9.44M | Sell |
102,721
-13,914
| -12% | -$1.15M | 0.36% | 88 |
|
|
2017
Q3 | $8.97M | Sell |
116,635
-2,423
| -2% | -$167K | 0.35% | 88 |
|
|
2017
Q2 | $8.03M | Buy |
119,058
+7,719
| +7% | +$501K | 0.32% | 89 |
|
|
2017
Q1 | $7.38M | Buy |
111,339
+2,167
| +2% | +$145K | 0.29% | 93 |
|
|
2016
Q4 | $7.46M | Sell |
109,172
-8,608
| -7% | -$530K | 0.31% | 95 |
|
|
2016
Q3 | $6.24M | Sell |
117,780
-28,969
| -20% | -$1.54M | 0.25% | 101 |
|
|
2016
Q2 | $7.48M | Sell |
146,749
-170,144
| -54% | -$9.63M | 0.31% | 93 |
|
|
2016
Q1 | $20.3M | Sell |
316,893
-9,549
| -3% | -$607K | 0.83% | 35 |
|
|
2015
Q4 | $23.1M | Buy |
326,442
+17,588
| +6% | +$1.2M | 0.91% | 26 |
|
|
2015
Q3 | $18.6M | Sell |
308,854
-14,165
| -4% | -$900K | 0.72% | 43 |
|
|
2015
Q2 | $20.2M | Sell |
323,019
-3,985
| -1% | -$235K | 0.67% | 41 |
|
|
2015
Q1 | $20.8M | Buy |
327,004
+9,513
| +3% | +$531K | 0.67% | 44 |
|
|
2014
Q4 | $15.7M | Buy |
+317,491
| New | +$15.4M | 0.51% | 65 |
|
Other funds holding VLO
VCM
VPM
