Tilia Fiduciary Partners’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 | $2.39M | Buy |
17,756
+1,049
| +6% | +$141K | 1.46% | 28 |
|
|
2025
Q1 | $2.21M | Buy |
16,707
+1,154
| +7% | +$152K | 1.47% | 22 |
|
|
2024
Q4 | $1.91M | Buy |
15,553
+1,000
| +7% | +$123K | 1.3% | 33 |
|
|
2024
Q3 | $1.97M | Buy |
+14,553
| New | +$1.97M | 1.36% | 30 |
|
|
2023
Q3 | – | Sell |
-531
| Closed | -$62.2K | – | 483 |
|
|
2023
Q2 | $62.2K | Buy |
531
+111
| +26% | +$13K | 0.06% | 186 |
|
|
2023
Q1 | $58.6K | Buy |
420
+272
| +184% | +$37.9K | 0.06% | 195 |
|
|
2022
Q4 | $18.8K | Buy |
148
+85
| +135% | +$10.8K | 0.02% | 298 |
|
|
2022
Q3 | $7K | Hold |
63
| – | – | 0.01% | 403 |
|
|
2022
Q2 | $7K | Buy |
63
+30
| +91% | +$3.33K | 0.01% | 414 |
|
|
2022
Q1 | $3K | Hold |
33
| – | – | ﹤0.01% | 498 |
|
|
2021
Q4 | $2K | Buy |
+33
| New | +$2K | ﹤0.01% | 530 |
|