TCFG Wealth Management’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
$249K Sell
1,849
-168
-8% -$22.6K 0.11% 213
2025
Q1
$266K Buy
2,017
+18
+0.9% +$2.38K 0.13% 185
2024
Q4
$245K Buy
1,999
+2
+0.1% +$245 0.12% 187
2024
Q3
$270K Buy
+1,997
New +$270K 0.14% 170