Wambolt & Associates’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 | $1.19M | Sell |
8,623
-738
| -8% | -$102K | 0.4% | 75 |
|
|
2025
Q1 | $1.25M | Sell |
9,361
-248
| -3% | -$33.2K | 0.43% | 73 |
|
|
2024
Q4 | $1.18M | Sell |
9,609
-1,382
| -13% | -$169K | 0.38% | 79 |
|
|
2024
Q3 | $1.51M | Buy |
10,991
+932
| +9% | +$128K | 0.41% | 77 |
|
|
2024
Q2 | $1.59M | Buy |
10,059
+474
| +5% | +$74.9K | 0.46% | 72 |
|
|
2024
Q1 | $1.65M | Buy |
9,585
+1,957
| +26% | +$338K | 0.5% | 67 |
|
|
2023
Q4 | $992K | Buy |
7,628
+947
| +14% | +$123K | 0.32% | 104 |
|
|
2023
Q3 | $923K | Buy |
6,681
+278
| +4% | +$38.4K | 0.33% | 107 |
|
|
2023
Q2 | $751K | Buy |
6,403
+918
| +17% | +$108K | 0.27% | 124 |
|
|
2023
Q1 | $760K | Buy |
5,485
+555
| +11% | +$76.9K | 0.27% | 124 |
|
|
2022
Q4 | $625K | Buy |
4,930
+1,038
| +27% | +$132K | 0.24% | 132 |
|
|
2022
Q3 | $416K | Buy |
3,892
+1,045
| +37% | +$112K | 0.18% | 158 |
|
|
2022
Q2 | $303K | Buy |
+2,847
| New | +$303K | 0.12% | 187 |
|