Waverly Advisors’s Valero Energy VLO Stock Holding History

Waverly Advisors’s Portfolio VLO Stock Details VLO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.21M	Buy
2025 Q2	$910K	Buy
2025 Q1	$858K	Buy
2024 Q4	$771K	Buy
2024 Q3	$521K	Sell
2024 Q2	$608K	Sell
2024 Q1	$772K	Buy
2023 Q4	$331K	Buy
2014 Q1	–	Sell
2013 Q4	$7K	Hold
2013 Q3	$5K	Buy