Wellington Shields & Co’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 | $336K | Hold |
2,500
| – | – | 0.1% | 165 |
|
|
2025
Q1 | $330K | Hold |
2,500
| – | – | 0.1% | 163 |
|
|
2024
Q4 | $306K | Hold |
2,500
| – | – | 0.09% | 165 |
|
|
2024
Q3 | $338K | Hold |
2,500
| – | – | 0.1% | 164 |
|
|
2024
Q2 | $392K | Hold |
2,500
| – | – | 0.13% | 140 |
|
|
2024
Q1 | $427K | Hold |
2,500
| – | – | 0.14% | 136 |
|
|
2023
Q4 | $325K | Hold |
2,500
| – | – | 0.12% | 155 |
|
|
2023
Q3 | $354K | Hold |
2,500
| – | – | 0.09% | 142 |
|
|
2023
Q2 | $293K | Hold |
2,500
| – | – | 0.07% | 164 |
|
|
2023
Q1 | $349K | Hold |
2,500
| – | – | 0.08% | 151 |
|
|
2022
Q4 | $317K | Hold |
2,500
| – | – | 0.07% | 151 |
|
|
2022
Q3 | $267K | Hold |
2,500
| – | – | 0.12% | 159 |
|
|
2022
Q2 | $266K | Hold |
2,500
| – | – | 0.06% | 163 |
|
|
2022
Q1 | $254K | Buy |
+2,500
| New | +$254K | 0.08% | 183 |
|
|
2021
Q2 | – | Sell |
-3,000
| Closed | -$215K | – | 216 |
|
|
2021
Q1 | $215K | Buy |
+3,000
| New | +$215K | 0.08% | 182 |
|
|
2020
Q1 | – | Sell |
-2,606
| Closed | -$244K | – | 178 |
|
|
2019
Q4 | $244K | Buy |
+2,606
| New | +$244K | 0.11% | 148 |
|
|
2019
Q3 | – | Sell |
-3,018
| Closed | -$258K | – | 203 |
|
|
2019
Q2 | $258K | Sell |
3,018
-544
| -15% | -$46.5K | 0.12% | 145 |
|
|
2019
Q1 | $302K | Buy |
3,562
+6
| +0.2% | +$509 | 0.15% | 128 |
|
|
2018
Q4 | $267K | Buy |
3,556
+5
| +0.1% | +$375 | 0.15% | 126 |
|
|
2018
Q3 | $404K | Buy |
3,551
+401
| +13% | +$45.6K | 0.22% | 94 |
|
|
2018
Q2 | $349K | Buy |
3,150
+100
| +3% | +$11.1K | 0.18% | 102 |
|
|
2018
Q1 | $283K | Hold |
3,050
| – | – | 0.15% | 115 |
|
|
2017
Q4 | $280K | Hold |
3,050
| – | – | 0.15% | 121 |
|
|
2017
Q3 | $235K | Hold |
3,050
| – | – | 0.08% | 119 |
|
|
2017
Q2 | $206K | Buy |
+3,050
| New | +$206K | 0.07% | 127 |
|
|
2014
Q2 | – | Sell |
-31,800
| Closed | -$1.69M | – | 116 |
|
|
2014
Q1 | $1.69M | Hold |
31,800
| – | – | 1.07% | 17 |
|
|
2013
Q4 | $1.6M | Hold |
31,800
| – | – | 1.08% | 18 |
|
|
2013
Q3 | $1.09M | Buy |
+31,800
| New | +$1.09M | 0.86% | 21 |
|