WBC
West Branch Capital’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.5K | Hold |
182
| – | – | 0.01% | 195 |
|
|
2025
Q1 | $24K | Buy |
182
+99
| +119% | +$13.1K | 0.01% | 204 |
|
|
2024
Q4 | $10.2K | Hold |
83
| – | – | ﹤0.01% | 267 |
|
|
2024
Q3 | $11.2K | Buy |
+83
| New | +$11.2K | ﹤0.01% | 258 |
|
|
2020
Q3 | – | Sell |
-3,622
| Closed | -$213K | – | 87 |
|
|
2020
Q2 | $213K | Sell |
3,622
-6,815
| -65% | -$401K | 0.15% | 81 |
|
|
2020
Q1 | $473K | Sell |
10,437
-2,119
| -17% | -$96K | 0.45% | 48 |
|
|
2019
Q4 | $1.18M | Sell |
12,556
-6,856
| -35% | -$642K | 0.82% | 38 |
|
|
2019
Q3 | $1.66M | Buy |
19,412
+2,261
| +13% | +$193K | 1.23% | 23 |
|
|
2019
Q2 | $1.47M | Buy |
17,151
+783
| +5% | +$67K | 1.21% | 24 |
|
|
2019
Q1 | $1.39M | Buy |
16,368
+2,441
| +18% | +$207K | 1.24% | 23 |
|
|
2018
Q4 | $1.04M | Sell |
13,927
-6,360
| -31% | -$477K | 1.1% | 29 |
|
|
2018
Q3 | $2.31M | Buy |
20,287
+308
| +2% | +$35K | 1.71% | 18 |
|
|
2018
Q2 | $2.21M | Buy |
19,979
+3,959
| +25% | +$439K | 1.75% | 17 |
|
|
2018
Q1 | $1.49M | Buy |
+16,020
| New | +$1.49M | 1.63% | 19 |
|