UCMOK
United Capital Management of KS’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.2M | Buy |
83,030
+3,042
| +4% | +$409K | 1.75% | 19 |
|
|
2025
Q1 | $10.6M | Buy |
79,988
+4,267
| +6% | +$564K | 2.18% | 11 |
|
|
2024
Q4 | $9.28M | Buy |
75,721
+2,679
| +4% | +$328K | 1.69% | 17 |
|
|
2024
Q3 | $9.86M | Buy |
73,042
+2,810
| +4% | +$379K | 2.15% | 15 |
|
|
2024
Q2 | $11M | Buy |
70,232
+625
| +0.9% | +$98K | 2.43% | 14 |
|
|
2024
Q1 | $11.9M | Buy |
69,607
+1,470
| +2% | +$251K | 2.72% | 12 |
|
|
2023
Q4 | $8.86M | Buy |
68,137
+1,637
| +2% | +$213K | 2.68% | 9 |
|
|
2023
Q3 | $9.42M | Buy |
66,500
+398
| +0.6% | +$56.4K | 3.21% | 7 |
|
|
2023
Q2 | $7.75M | Buy |
66,102
+2,242
| +4% | +$263K | 2.48% | 10 |
|
|
2023
Q1 | $8.91M | Sell |
63,860
-1,637
| -2% | -$229K | 3.32% | 6 |
|
|
2022
Q4 | $8.31M | Sell |
65,497
-921
| -1% | -$117K | 3.43% | 3 |
|
|
2022
Q3 | $7.1M | Buy |
66,418
+1,157
| +2% | +$124K | 3.32% | 3 |
|
|
2022
Q2 | $6.94M | Buy |
65,261
+9,506
| +17% | +$1.01M | 3.26% | 3 |
|
|
2022
Q1 | $5.66M | Buy |
+55,755
| New | +$5.66M | 2.2% | 12 |
|
|
2020
Q2 | – | Sell |
-10,904
| Closed | -$495K | – | 89 |
|
|
2020
Q1 | $495K | Buy |
10,904
+2,339
| +27% | +$106K | 0.42% | 57 |
|
|
2019
Q4 | $802K | Buy |
8,565
+1,105
| +15% | +$103K | 0.51% | 62 |
|
|
2019
Q3 | $622K | Buy |
7,460
+772
| +12% | +$64.4K | 0.45% | 67 |
|
|
2019
Q2 | $563K | Buy |
6,688
+248
| +4% | +$20.9K | 0.43% | 67 |
|
|
2019
Q1 | $565K | Buy |
6,440
+1,162
| +22% | +$102K | 0.44% | 68 |
|
|
2018
Q4 | $396K | Buy |
5,278
+359
| +7% | +$26.9K | 0.37% | 75 |
|
|
2018
Q3 | $540K | Buy |
+4,919
| New | +$540K | 0.43% | 68 |
|