U.S. Capital Wealth 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 | $1.37M | Sell |
10,165
-4,377
| -30% | -$588K | 0.04% | 369 |
|
|
2025
Q1 | $1.92M | Sell |
14,542
-2,983
| -17% | -$394K | 0.06% | 296 |
|
|
2024
Q4 | $2.15M | Buy |
17,525
+265
| +2% | +$32.5K | 0.07% | 286 |
|
|
2024
Q3 | $2.33M | Sell |
17,260
-578
| -3% | -$78K | 0.08% | 224 |
|
|
2024
Q2 | $2.8M | Sell |
17,838
-1,692
| -9% | -$265K | 0.11% | 186 |
|
|
2024
Q1 | $3.33M | Buy |
19,530
+51
| +0.3% | +$8.71K | 0.13% | 162 |
|
|
2023
Q4 | $2.53M | Sell |
19,479
-26
| -0.1% | -$3.38K | 0.1% | 191 |
|
|
2023
Q3 | $2.76M | Sell |
19,505
-1,369
| -7% | -$194K | 0.12% | 158 |
|
|
2023
Q2 | $2.45M | Sell |
20,874
-6,511
| -24% | -$764K | 0.12% | 178 |
|
|
2023
Q1 | $3.82M | Sell |
27,385
-4,960
| -15% | -$692K | 0.18% | 119 |
|
|
2022
Q4 | $4.1M | Sell |
32,345
-1,223
| -4% | -$155K | 0.19% | 117 |
|
|
2022
Q3 | $3.59M | Sell |
33,568
-44,793
| -57% | -$4.79M | 0.18% | 124 |
|
|
2022
Q2 | $8.33M | Sell |
78,361
-49,312
| -39% | -$5.24M | 0.37% | 58 |
|
|
2022
Q1 | $13M | Sell |
127,673
-10,507
| -8% | -$1.07M | 0.47% | 39 |
|
|
2021
Q4 | $10.4M | Buy |
138,180
+3,705
| +3% | +$278K | 0.41% | 55 |
|
|
2021
Q3 | $9.49M | Buy |
+134,475
| New | +$9.49M | 0.41% | 57 |
|