WealthTrust Axiom’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 | $426K | Sell |
3,172
-302
| -9% | -$40.6K | 0.13% | 150 |
|
|
2025
Q1 | $459K | Buy |
3,474
+65
| +2% | +$8.59K | 0.14% | 136 |
|
|
2024
Q4 | $418K | Sell |
3,409
-28
| -0.8% | -$3.43K | 0.12% | 152 |
|
|
2024
Q3 | $464K | Sell |
3,437
-109
| -3% | -$14.7K | 0.14% | 141 |
|
|
2024
Q2 | $556K | Sell |
3,546
-101
| -3% | -$15.8K | 0.18% | 120 |
|
|
2024
Q1 | $623K | Buy |
3,647
+1
| +0% | +$171 | 0.2% | 109 |
|
|
2023
Q4 | $474K | Sell |
3,646
-160
| -4% | -$20.8K | 0.16% | 129 |
|
|
2023
Q3 | $539K | Sell |
3,806
-199
| -5% | -$28.2K | 0.19% | 108 |
|
|
2023
Q2 | $470K | Sell |
4,005
-19
| -0.5% | -$2.23K | 0.16% | 135 |
|
|
2023
Q1 | $562K | Buy |
4,024
+1
| +0% | +$140 | 0.19% | 112 |
|
|
2022
Q4 | $510K | Sell |
4,023
-148
| -4% | -$18.8K | 0.18% | 118 |
|
|
2022
Q3 | $445K | Buy |
4,171
+4
| +0.1% | +$427 | 0.17% | 120 |
|
|
2022
Q2 | $442K | Sell |
4,167
-246
| -6% | -$26.1K | 0.16% | 126 |
|
|
2022
Q1 | $448K | Sell |
4,413
-20
| -0.5% | -$2.03K | 0.14% | 144 |
|
|
2021
Q4 | $332K | Buy |
4,433
+813
| +22% | +$60.9K | 0.11% | 168 |
|
|
2021
Q3 | $255K | Buy |
3,620
+256
| +8% | +$18K | 0.09% | 190 |
|
|
2021
Q2 | $262K | Sell |
3,364
-643
| -16% | -$50.1K | 0.08% | 197 |
|
|
2021
Q1 | $286K | Buy |
4,007
+6
| +0.1% | +$428 | 0.1% | 173 |
|
|
2020
Q4 | $226K | Buy |
+4,001
| New | +$226K | 0.08% | 191 |
|
|
2020
Q3 | – | Sell |
-3,476
| Closed | -$204K | – | 215 |
|
|
2020
Q2 | $204K | Buy |
+3,476
| New | +$204K | 0.09% | 169 |
|