Univest Financial’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
$233K Hold
1,737
0.01% 243
2025
Q1
$229K Buy
1,737
+100
+6% +$13.2K 0.02% 252
2024
Q4
$201K Sell
1,637
-6
-0.4% -$735 0.01% 269
2024
Q3
$222K Buy
+1,643
New +$222K 0.01% 259