Waverly 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 | $910K | Buy |
6,767
+268
| +4% | +$36K | 0.01% | 638 |
|
|
2025
Q1 | $858K | Buy |
6,499
+207
| +3% | +$27.3K | 0.01% | 639 |
|
|
2024
Q4 | $771K | Buy |
6,292
+2,433
| +63% | +$298K | 0.01% | 577 |
|
|
2024
Q3 | $521K | Sell |
3,859
-23
| -0.6% | -$3.11K | 0.01% | 577 |
|
|
2024
Q2 | $608K | Sell |
3,882
-643
| -14% | -$101K | 0.01% | 529 |
|
|
2024
Q1 | $772K | Buy |
4,525
+1,979
| +78% | +$338K | 0.02% | 410 |
|
|
2023
Q4 | $331K | Buy |
+2,546
| New | +$331K | 0.01% | 343 |
|
|
2014
Q1 | – | Sell |
-142
| Closed | -$7K | – | 835 |
|
|
2013
Q4 | $7K | Hold |
142
| – | – | ﹤0.01% | 628 |
|
|
2013
Q3 | $5K | Buy |
+142
| New | +$5K | ﹤0.01% | 496 |
|