Valeo 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 | $967K | Buy |
7,193
+4,655
| +183% | +$626K | 0.02% | 305 |
|
|
2025
Q1 | $335K | Sell |
2,538
-214
| -8% | -$28.3K | 0.01% | 503 |
|
|
2024
Q4 | $337K | Sell |
2,752
-545
| -17% | -$66.8K | 0.01% | 499 |
|
|
2024
Q3 | $445K | Sell |
3,297
-505
| -13% | -$68.2K | 0.01% | 433 |
|
|
2024
Q2 | $596K | Buy |
3,802
+526
| +16% | +$82.5K | 0.02% | 341 |
|
|
2024
Q1 | $547K | Buy |
3,276
+648
| +25% | +$108K | 0.02% | 351 |
|
|
2023
Q4 | $342K | Sell |
2,628
-72
| -3% | -$9.36K | 0.01% | 454 |
|
|
2023
Q3 | $383K | Buy |
+2,700
| New | +$383K | 0.02% | 395 |
|
|
2023
Q2 | – | Sell |
-2,516
| Closed | -$351K | – | 648 |
|
|
2023
Q1 | $351K | Buy |
+2,516
| New | +$351K | 0.02% | 400 |
|
|
2021
Q2 | – | Sell |
-384
| Closed | -$27K | – | 1681 |
|
|
2021
Q1 | $27K | Buy |
384
+34
| +10% | +$2.39K | ﹤0.01% | 1016 |
|
|
2020
Q4 | $20K | Sell |
350
-617
| -64% | -$35.3K | ﹤0.01% | 1009 |
|
|
2020
Q3 | $42K | Buy |
967
+208
| +27% | +$9.03K | ﹤0.01% | 691 |
|
|
2020
Q2 | $45K | Sell |
759
-402
| -35% | -$23.8K | ﹤0.01% | 737 |
|
|
2020
Q1 | $57K | Sell |
1,161
-1,135
| -49% | -$55.7K | 0.01% | 542 |
|
|
2019
Q4 | $215K | Buy |
2,296
+247
| +12% | +$23.1K | 0.02% | 310 |
|
|
2019
Q3 | $174K | Buy |
2,049
+382
| +23% | +$32.4K | 0.02% | 322 |
|
|
2019
Q2 | $143K | Buy |
1,667
+283
| +20% | +$24.3K | 0.02% | 361 |
|
|
2019
Q1 | $117K | Buy |
1,384
+116
| +9% | +$9.81K | 0.01% | 383 |
|
|
2018
Q4 | $95K | Sell |
1,268
-23
| -2% | -$1.72K | 0.01% | 389 |
|
|
2018
Q3 | $117K | Sell |
1,291
-277
| -18% | -$25.1K | 0.02% | 370 |
|
|
2018
Q2 | $180K | Buy |
1,568
+382
| +32% | +$43.9K | 0.03% | 297 |
|
|
2018
Q1 | $110K | Sell |
1,186
-196
| -14% | -$18.2K | 0.02% | 351 |
|
|
2017
Q4 | $127K | Buy |
1,382
+118
| +9% | +$10.8K | 0.02% | 299 |
|
|
2017
Q3 | $97K | Buy |
+1,264
| New | +$97K | 0.02% | 294 |
|