Symphony 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 | $700K | Buy |
+5,068
| New | +$700K | 0.09% | 128 |
|
|
2025
Q1 | – | Sell |
-3,919
| Closed | -$547K | – | 218 |
|
|
2024
Q4 | $547K | Sell |
3,919
-249
| -6% | -$34.7K | 0.09% | 133 |
|
|
2024
Q3 | $567K | Buy |
4,168
+51
| +1% | +$6.94K | 0.09% | 136 |
|
|
2024
Q2 | $634K | Sell |
4,117
-175
| -4% | -$27K | 0.12% | 120 |
|
|
2024
Q1 | $733K | Buy |
4,292
+6
| +0.1% | +$1.02K | 0.17% | 102 |
|
|
2023
Q4 | $554K | Sell |
4,286
-5,139
| -55% | -$664K | 0.12% | 129 |
|
|
2023
Q3 | $1.3M | Buy |
9,425
+91
| +1% | +$12.6K | 0.32% | 58 |
|
|
2023
Q2 | $1.09M | Sell |
9,334
-1,584
| -15% | -$185K | 0.27% | 74 |
|
|
2023
Q1 | $1.5M | Buy |
10,918
+4,503
| +70% | +$617K | 0.39% | 57 |
|
|
2022
Q4 | $767K | Buy |
6,415
+259
| +4% | +$31K | 0.2% | 96 |
|
|
2022
Q3 | $660K | Buy |
+6,156
| New | +$660K | 0.22% | 101 |
|