Wealthspire Advisors (New York)’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.17M | Sell |
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|
2025
Q2 | $1.16M | Sell |
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|
2025
Q1 | $1.56M | Buy |
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|
2024
Q4 | $1.2M | Sell |
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|
2024
Q3 | $1.51M | Sell |
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|
2024
Q2 | $1.79M | Sell |
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|
2024
Q1 | $2.38M | Sell |
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|
2023
Q4 | $1.83M | Buy |
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|
2023
Q3 | $1.64M | Buy |
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|
2023
Q2 | $204K | Sell |
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|
2023
Q1 | $246K | Sell |
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|
2022
Q4 | $292K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $205K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $402K | Buy |
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|
2020
Q4 | $215K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $207K | Sell |
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|
2020
Q1 | $363K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $25K | Buy |
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