Welch & Forbes’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 | $3.16M | Sell |
23,497
-332
| -1% | -$44.6K | 0.04% | 151 |
|
|
2025
Q1 | $3.15M | Sell |
23,829
-340
| -1% | -$44.9K | 0.04% | 152 |
|
|
2024
Q4 | $2.96M | Sell |
24,169
-44
| -0.2% | -$5.39K | 0.04% | 156 |
|
|
2024
Q3 | $3.27M | Hold |
24,213
| – | – | 0.04% | 148 |
|
|
2024
Q2 | $3.58M | Sell |
24,213
-380
| -2% | -$56.2K | 0.05% | 139 |
|
|
2024
Q1 | $4.2M | Hold |
24,593
| – | – | 0.06% | 137 |
|
|
2023
Q4 | $3.2M | Sell |
24,593
-51
| -0.2% | -$6.63K | 0.05% | 149 |
|
|
2023
Q3 | $3.49M | Buy |
24,644
+107
| +0.4% | +$15.2K | 0.06% | 140 |
|
|
2023
Q2 | $2.88M | Sell |
24,537
-99
| -0.4% | -$11.6K | 0.05% | 155 |
|
|
2023
Q1 | $3.44M | Sell |
24,636
-39
| -0.2% | -$5.44K | 0.06% | 143 |
|
|
2022
Q4 | $3.13M | Sell |
24,675
-730
| -3% | -$92.6K | 0.06% | 145 |
|
|
2022
Q3 | $2.71M | Buy |
25,405
+647
| +3% | +$69.1K | 0.05% | 151 |
|
|
2022
Q2 | $2.63M | Sell |
24,758
-585
| -2% | -$62.2K | 0.05% | 157 |
|
|
2022
Q1 | $2.57M | Sell |
25,343
-3,324
| -12% | -$337K | 0.04% | 161 |
|
|
2021
Q4 | $2.15M | Sell |
28,667
-1,010
| -3% | -$75.9K | 0.03% | 176 |
|
|
2021
Q3 | $2.1M | Sell |
29,677
-3,280
| -10% | -$232K | 0.03% | 174 |
|
|
2021
Q2 | $2.57M | Sell |
32,957
-3,365
| -9% | -$263K | 0.04% | 163 |
|
|
2021
Q1 | $2.6M | Buy |
36,322
+2,606
| +8% | +$187K | 0.05% | 160 |
|
|
2020
Q4 | $1.91M | Sell |
33,716
-51,125
| -60% | -$2.89M | 0.04% | 166 |
|
|
2020
Q3 | $3.68M | Sell |
84,841
-21,231
| -20% | -$920K | 0.08% | 133 |
|
|
2020
Q2 | $6.24M | Sell |
106,072
-71,381
| -40% | -$4.2M | 0.15% | 110 |
|
|
2020
Q1 | $8.05M | Sell |
177,453
-7,070
| -4% | -$321K | 0.22% | 93 |
|
|
2019
Q4 | $17.3M | Sell |
184,523
-315
| -0.2% | -$29.5K | 0.38% | 76 |
|
|
2019
Q3 | $15.8M | Buy |
184,838
+3,910
| +2% | +$333K | 0.38% | 74 |
|
|
2019
Q2 | $15.5M | Buy |
180,928
+37,367
| +26% | +$3.2M | 0.38% | 75 |
|
|
2019
Q1 | $12.2M | Buy |
143,561
+15,153
| +12% | +$1.29M | 0.31% | 82 |
|
|
2018
Q4 | $9.63M | Sell |
128,408
-475
| -0.4% | -$35.6K | 0.27% | 92 |
|
|
2018
Q3 | $14.7M | Buy |
128,883
+6,140
| +5% | +$698K | 0.35% | 83 |
|
|
2018
Q2 | $13.6M | Buy |
122,743
+25,890
| +27% | +$2.87M | 0.35% | 82 |
|
|
2018
Q1 | $8.99M | Buy |
96,853
+92,088
| +1,933% | +$8.54M | 0.23% | 102 |
|
|
2017
Q4 | $438K | Hold |
4,765
| – | – | 0.01% | 255 |
|
|
2017
Q3 | $366K | Hold |
4,765
| – | – | 0.01% | 271 |
|
|
2017
Q2 | $321K | Sell |
4,765
-16
| -0.3% | -$1.08K | 0.01% | 287 |
|
|
2017
Q1 | $317K | Buy |
4,781
+16
| +0.3% | +$1.06K | 0.01% | 281 |
|
|
2016
Q4 | $326K | Hold |
4,765
| – | – | 0.01% | 277 |
|
|
2016
Q3 | $253K | Sell |
4,765
-150
| -3% | -$7.96K | 0.01% | 267 |
|
|
2016
Q2 | $251K | Hold |
4,915
| – | – | 0.01% | 308 |
|
|
2016
Q1 | $315K | Sell |
4,915
-175
| -3% | -$11.2K | 0.01% | 279 |
|
|
2015
Q4 | $360K | Buy |
5,090
+1,150
| +29% | +$81.3K | 0.01% | 258 |
|
|
2015
Q3 | $237K | Sell |
3,940
-175
| -4% | -$10.5K | 0.01% | 309 |
|
|
2015
Q2 | $258K | Buy |
4,115
+75
| +2% | +$4.7K | 0.01% | 301 |
|
|
2015
Q1 | $257K | Hold |
4,040
| – | – | 0.01% | 301 |
|
|
2014
Q4 | $200K | Buy |
+4,040
| New | +$200K | 0.01% | 333 |
|
|
2014
Q2 | – | Sell |
-3,940
| Closed | -$209K | – | 349 |
|
|
2014
Q1 | $209K | Buy |
+3,940
| New | +$209K | 0.01% | 318 |
|