Wellington Shields Capital Management’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,500
| Closed | -$184K | – | 331 |
|
|
2024
Q4 | $184K | Sell |
1,500
-1,500
| -50% | -$184K | 0.03% | 238 |
|
|
2024
Q3 | $405K | Hold |
3,000
| – | – | 0.07% | 176 |
|
|
2024
Q2 | $470K | Hold |
3,000
| – | – | 0.09% | 159 |
|
|
2024
Q1 | $512K | Hold |
3,000
| – | – | 0.1% | 150 |
|
|
2023
Q4 | $390K | Sell |
3,000
-1,000
| -25% | -$130K | 0.05% | 172 |
|
|
2023
Q3 | $567K | Hold |
4,000
| – | – | 0.07% | 128 |
|
|
2023
Q2 | $469K | Sell |
4,000
-2,000
| -33% | -$235K | 0.06% | 153 |
|
|
2023
Q1 | $838K | Hold |
6,000
| – | – | 0.1% | 113 |
|
|
2022
Q4 | $761K | Sell |
6,000
-50
| -0.8% | -$6.34K | 0.09% | 111 |
|
|
2022
Q3 | $646K | Buy |
6,050
+2,050
| +51% | +$219K | 0.15% | 120 |
|
|
2022
Q2 | $425K | Sell |
4,000
-350
| -8% | -$37.2K | 0.05% | 165 |
|
|
2022
Q1 | $442K | Buy |
+4,350
| New | +$442K | 0.05% | 187 |
|
|
2014
Q3 | – | Sell |
-12,995
| Closed | -$651K | – | 363 |
|
|
2014
Q2 | $651K | Buy |
12,995
+4,295
| +49% | +$215K | 0.1% | 188 |
|
|
2014
Q1 | $462K | Buy |
+8,700
| New | +$462K | 0.08% | 205 |
|