United Capital 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 | $1.82M | Sell |
13,539
-485
| -3% | -$65.2K | 0.01% | 458 |
|
|
2025
Q1 | $1.85M | Buy |
14,024
+81
| +0.6% | +$10.7K | 0.02% | 436 |
|
|
2024
Q4 | $1.71M | Sell |
13,943
-385
| -3% | -$47.2K | 0.01% | 447 |
|
|
2024
Q3 | $1.93M | Buy |
14,328
+39
| +0.3% | +$5.27K | 0.02% | 426 |
|
|
2024
Q2 | $2.24M | Sell |
14,289
-402
| -3% | -$63K | 0.02% | 375 |
|
|
2024
Q1 | $2.51M | Sell |
14,691
-482
| -3% | -$82.3K | 0.02% | 384 |
|
|
2023
Q4 | $1.97M | Buy |
15,173
+7,788
| +105% | +$1.01M | 0.02% | 421 |
|
|
2023
Q3 | $1.05M | Buy |
7,385
+417
| +6% | +$59.1K | 0.01% | 506 |
|
|
2023
Q2 | $817K | Sell |
6,968
-1,251
| -15% | -$147K | ﹤0.01% | 591 |
|
|
2023
Q1 | $1.15M | Sell |
8,219
-1,678
| -17% | -$234K | 0.01% | 544 |
|
|
2022
Q4 | $1.26M | Sell |
9,897
-2,486
| -20% | -$315K | 0.01% | 569 |
|
|
2022
Q3 | $1.32M | Buy |
12,383
+2,364
| +24% | +$253K | 0.01% | 554 |
|
|
2022
Q2 | $1.07M | Sell |
10,019
-1,194
| -11% | -$127K | 0.01% | 629 |
|
|
2022
Q1 | $1.14M | Sell |
11,213
-333
| -3% | -$33.8K | 0.01% | 633 |
|
|
2021
Q4 | $867K | Buy |
11,546
+4,334
| +60% | +$325K | ﹤0.01% | 711 |
|
|
2021
Q3 | $509K | Sell |
7,212
-529
| -7% | -$37.3K | ﹤0.01% | 848 |
|
|
2021
Q2 | $604K | Buy |
7,741
+549
| +8% | +$42.8K | ﹤0.01% | 818 |
|
|
2021
Q1 | $515K | Buy |
7,192
+491
| +7% | +$35.2K | ﹤0.01% | 839 |
|
|
2020
Q4 | $379K | Sell |
6,701
-4,831
| -42% | -$273K | ﹤0.01% | 922 |
|
|
2020
Q3 | $500K | Buy |
11,532
+4,212
| +58% | +$183K | ﹤0.01% | 827 |
|
|
2020
Q2 | $431K | Sell |
7,320
-86,143
| -92% | -$5.07M | ﹤0.01% | 912 |
|
|
2020
Q1 | $4.24M | Buy |
93,463
+73,324
| +364% | +$3.33M | 0.04% | 366 |
|
|
2019
Q4 | $1.89M | Buy |
20,139
+9,659
| +92% | +$905K | 0.01% | 615 |
|
|
2019
Q3 | $893K | Sell |
10,480
-24,895
| -70% | -$2.12M | 0.01% | 775 |
|
|
2019
Q2 | $3.03M | Buy |
35,375
+5,784
| +20% | +$495K | 0.02% | 513 |
|
|
2019
Q1 | $2.51M | Sell |
29,591
-1,125
| -4% | -$95.4K | 0.02% | 539 |
|
|
2018
Q4 | $2.3M | Buy |
30,716
+12,394
| +68% | +$929K | 0.02% | 531 |
|
|
2018
Q3 | $2.08M | Buy |
18,322
+832
| +5% | +$94.6K | 0.01% | 603 |
|
|
2018
Q2 | $1.94M | Sell |
17,490
-2,836
| -14% | -$314K | 0.01% | 600 |
|
|
2018
Q1 | $1.89M | Buy |
20,326
+458
| +2% | +$42.5K | 0.01% | 606 |
|
|
2017
Q4 | $1.83M | Sell |
19,868
-32
| -0.2% | -$2.94K | 0.01% | 615 |
|
|
2017
Q3 | $1.53M | Buy |
19,900
+1,072
| +6% | +$82.5K | 0.01% | 646 |
|
|
2017
Q2 | $1.27M | Buy |
18,828
+7,924
| +73% | +$534K | 0.01% | 701 |
|
|
2017
Q1 | $723K | Buy |
10,904
+4,900
| +82% | +$325K | 0.01% | 827 |
|
|
2016
Q4 | $410K | Buy |
6,004
+559
| +10% | +$38.2K | ﹤0.01% | 980 |
|
|
2016
Q3 | $289K | Sell |
5,445
-1,184
| -18% | -$62.8K | ﹤0.01% | 1088 |
|
|
2016
Q2 | $338K | Sell |
6,629
-27,253
| -80% | -$1.39M | ﹤0.01% | 1006 |
|
|
2016
Q1 | $2.17M | Sell |
33,882
-14,059
| -29% | -$902K | 0.02% | 512 |
|
|
2015
Q4 | $3.39M | Sell |
47,941
-1,629
| -3% | -$115K | 0.04% | 430 |
|
|
2015
Q3 | $2.98M | Buy |
49,570
+45,761
| +1,201% | +$2.75M | 0.04% | 436 |
|
|
2015
Q2 | $238K | Sell |
3,809
-705
| -16% | -$44.1K | ﹤0.01% | 1134 |
|
|
2015
Q1 | $257K | Sell |
4,514
-98,594
| -96% | -$5.61M | ﹤0.01% | 1111 |
|
|
2014
Q4 | $5.1M | Buy |
103,108
+4,845
| +5% | +$240K | 0.08% | 252 |
|
|
2014
Q3 | $4.55M | Buy |
+98,263
| New | +$4.55M | 0.08% | 273 |
|
|
2014
Q2 | – | Sell |
-5,608
| Closed | -$298K | – | 935 |
|
|
2014
Q1 | $298K | Buy |
+5,608
| New | +$298K | 0.01% | 785 |
|