Teamwork Financial Advisors’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 | $3.12M | Buy |
23,178
+154
| +0.7% | +$20.7K | 0.36% | 45 |
|
|
2025
Q1 | $3.04M | Sell |
23,024
-5
| -0% | -$660 | 0.4% | 44 |
|
|
2024
Q4 | $2.82M | Buy |
23,029
+42
| +0.2% | +$5.15K | 0.37% | 49 |
|
|
2024
Q3 | $3.1M | Buy |
+22,987
| New | +$3.1M | 0.43% | 43 |
|
|
2024
Q2 | – | Sell |
-1,498
| Closed | -$256K | – | 187 |
|
|
2024
Q1 | $256K | Sell |
1,498
-8,601
| -85% | -$1.47M | 0.04% | 157 |
|
|
2023
Q4 | $1.31M | Sell |
10,099
-36,123
| -78% | -$4.7M | 0.23% | 54 |
|
|
2023
Q3 | $6.55M | Buy |
46,222
+1,299
| +3% | +$184K | 1.07% | 22 |
|
|
2023
Q2 | $5.27M | Buy |
44,923
+8,509
| +23% | +$998K | 0.86% | 29 |
|
|
2023
Q1 | $5.08M | Buy |
+36,414
| New | +$5.08M | 0.94% | 27 |
|
|
2022
Q2 | – | Sell |
-2,172
| Closed | -$221K | – | 260 |
|
|
2022
Q1 | $221K | Sell |
2,172
-1,396
| -39% | -$142K | 0.04% | 230 |
|
|
2021
Q4 | $268K | Sell |
3,568
-1,688
| -32% | -$127K | 0.05% | 249 |
|
|
2021
Q3 | $371K | Buy |
5,256
+1,966
| +60% | +$139K | 0.07% | 192 |
|
|
2021
Q2 | $257K | Buy |
+3,290
| New | +$257K | 0.05% | 215 |
|
|
2021
Q1 | – | Sell |
-3,546
| Closed | -$201K | – | 252 |
|
|
2020
Q4 | $201K | Sell |
3,546
-1,857
| -34% | -$105K | 0.05% | 193 |
|
|
2020
Q3 | $234K | Sell |
5,403
-1,082
| -17% | -$46.9K | 0.07% | 161 |
|
|
2020
Q2 | $381K | Sell |
6,485
-1,288
| -17% | -$75.7K | 0.14% | 130 |
|
|
2020
Q1 | $353K | Buy |
7,773
+534
| +7% | +$24.3K | 0.22% | 82 |
|
|
2019
Q4 | $678K | Buy |
+7,239
| New | +$678K | 0.41% | 56 |
|