TWA
TCI Wealth Advisors’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $281K | Buy |
2,092
+81
| +4% | +$10.9K | 0.02% | 189 |
|
|
2025
Q1 | $266K | Sell |
2,011
-361
| -15% | -$47.7K | 0.02% | 181 |
|
|
2024
Q4 | $291K | Sell |
2,372
-4
| -0.2% | -$490 | 0.02% | 174 |
|
|
2024
Q3 | $321K | Buy |
2,376
+6
| +0.3% | +$810 | 0.03% | 170 |
|
|
2024
Q2 | $372K | Buy |
2,370
+34
| +1% | +$5.33K | 0.04% | 153 |
|
|
2024
Q1 | $399K | Sell |
2,336
-66
| -3% | -$11.3K | 0.04% | 139 |
|
|
2023
Q4 | $312K | Sell |
2,402
-8
| -0.3% | -$1.04K | 0.03% | 156 |
|
|
2023
Q3 | $342K | Buy |
2,410
+3
| +0.1% | +$425 | 0.04% | 142 |
|
|
2023
Q2 | $282K | Sell |
2,407
-17
| -0.7% | -$1.99K | 0.04% | 153 |
|
|
2023
Q1 | $338K | Sell |
2,424
-1,292
| -35% | -$180K | 0.04% | 136 |
|
|
2022
Q4 | $471K | Hold |
3,716
| – | – | 0.07% | 105 |
|
|
2022
Q3 | $397K | Buy |
3,716
+27
| +0.7% | +$2.89K | 0.06% | 106 |
|
|
2022
Q2 | $392K | Hold |
3,689
| – | – | 0.06% | 115 |
|
|
2022
Q1 | $375K | Buy |
3,689
+2,757
| +296% | +$280K | 0.06% | 121 |
|
|
2021
Q4 | $70K | Hold |
932
| – | – | 0.01% | 331 |
|
|
2021
Q3 | $66K | Buy |
932
+203
| +28% | +$14.4K | 0.01% | 347 |
|
|
2021
Q2 | $57K | Sell |
729
-72
| -9% | -$5.63K | 0.01% | 351 |
|
|
2021
Q1 | $57K | Sell |
801
-407
| -34% | -$29K | 0.02% | 312 |
|
|
2020
Q4 | $68K | Buy |
1,208
+22
| +2% | +$1.24K | 0.03% | 260 |
|
|
2020
Q3 | $51K | Buy |
1,186
+23
| +2% | +$989 | 0.02% | 293 |
|
|
2020
Q2 | $68K | Sell |
1,163
-171
| -13% | -$10K | 0.03% | 252 |
|
|
2020
Q1 | $61K | Buy |
1,334
+516
| +63% | +$23.6K | 0.03% | 264 |
|
|
2019
Q4 | $77K | Buy |
818
+25
| +3% | +$2.35K | 0.03% | 298 |
|
|
2019
Q3 | $68K | Hold |
793
| – | – | 0.03% | 272 |
|
|
2019
Q2 | $68K | Sell |
793
-3
| -0.4% | -$257 | 0.03% | 263 |
|
|
2019
Q1 | $68K | Buy |
796
+3
| +0.4% | +$256 | 0.03% | 286 |
|
|
2018
Q4 | $59K | Sell |
793
-146
| -16% | -$10.9K | 0.03% | 282 |
|
|
2018
Q3 | $107K | Buy |
939
+146
| +18% | +$16.6K | 0.04% | 220 |
|
|
2018
Q2 | $88K | Hold |
793
| – | – | 0.04% | 243 |
|
|
2018
Q1 | $74K | Hold |
793
| – | – | 0.03% | 260 |
|
|
2017
Q4 | $73K | Hold |
793
| – | – | 0.03% | 284 |
|
|
2017
Q3 | $61K | Hold |
793
| – | – | 0.03% | 285 |
|
|
2017
Q2 | $53K | Hold |
793
| – | – | 0.03% | 298 |
|
|
2017
Q1 | $53K | Sell |
793
-1,300
| -62% | -$86.9K | 0.03% | 295 |
|
|
2016
Q4 | $143K | Buy |
2,093
+300
| +17% | +$20.5K | 0.08% | 179 |
|
|
2016
Q3 | $95K | Hold |
1,793
| – | – | 0.05% | 215 |
|
|
2016
Q2 | $91K | Sell |
1,793
-295
| -14% | -$15K | 0.05% | 217 |
|
|
2016
Q1 | $134K | Buy |
2,088
+295
| +16% | +$18.9K | 0.07% | 173 |
|
|
2015
Q4 | $127K | Sell |
1,793
-453
| -20% | -$32.1K | 0.07% | 181 |
|
|
2015
Q3 | $135K | Buy |
2,246
+1,610
| +253% | +$96.8K | 0.08% | 162 |
|
|
2015
Q2 | $40K | Hold |
636
| – | – | 0.02% | 301 |
|
|
2015
Q1 | $40K | Hold |
636
| – | – | 0.03% | 260 |
|
|
2014
Q4 | $31K | Hold |
636
| – | – | 0.02% | 298 |
|
|
2014
Q3 | $29K | Hold |
636
| – | – | 0.02% | 292 |
|
|
2014
Q2 | $32K | Buy |
636
+500
| +368% | +$25.2K | 0.02% | 289 |
|
|
2014
Q1 | $7K | Hold |
136
| – | – | ﹤0.01% | 497 |
|
|
2013
Q4 | $7K | Hold |
136
| – | – | ﹤0.01% | 495 |
|
|
2013
Q3 | $5K | Hold |
136
| – | – | ﹤0.01% | 496 |
|
|
2013
Q2 | $5K | Buy |
+136
| New | +$5K | ﹤0.01% | 466 |
|