West Oak Capital’s Valero Energy VLO Stock Holding History

West Oak Capital’s Portfolio VLO Stock Details VLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.82K	Hold	1,350	–	–	0.07%	124
2025 Q1	$1.78K	Buy	1,350 +250	+23%	+$330	0.07%	119
2024 Q4	$1.35M	Hold	1,100	–	–	0.05%	131
2024 Q3	$1.49K	Hold	1,100	–	–	0.03%	128
2024 Q2	$172K	Buy	1,100 +100	+10%	+$15.7K	0.07%	128
2024 Q1	$171K	Hold	1,000	–	–	0.07%	129
2023 Q4	$132K	Hold	1,000	–	–	0.06%	138
2023 Q3	$142K	Buy	1,000 +100	+11%	+$14.2K	0.07%	129
2023 Q2	$106K	Hold	900	–	–	0.05%	143
2023 Q1	$126K	Buy	900 +200	+29%	+$27.9K	0.06%	136
2022 Q4	$89K	Sell	700 -200	-22%	-$25.4K	0.05%	142
2022 Q3	$96K	Hold	900	–	–	0.05%	140
2022 Q2	$96K	Hold	900	–	–	0.05%	144
2022 Q1	$91K	Buy	900 +500	+125%	+$50.6K	0.04%	154
2021 Q4	$30K	Buy	+400	New	+$30K	0.01%	211
2020 Q1	–	Sell	-40	Closed	-$4K	–	317
2019 Q4	$4K	Hold	40	–	–	﹤0.01%	264
2019 Q3	$3K	Hold	40	–	–	﹤0.01%	277
2019 Q2	$3K	Hold	40	–	–	﹤0.01%	293
2019 Q1	$3K	Hold	40	–	–	﹤0.01%	287
2018 Q4	$3K	Hold	40	–	–	﹤0.01%	296
2018 Q3	$4.55K	Sell	40 -30	-43%	-$3.41K	﹤0.01%	305
2018 Q2	$7.76K	Hold	70	–	–	﹤0.01%	266
2018 Q1	$6.49K	Hold	70	–	–	﹤0.01%	287
2017 Q4	$6.43K	Sell	70 -30	-30%	-$2.76K	﹤0.01%	256
2017 Q3	$7.69K	Hold	100	–	–	﹤0.01%	279
2017 Q2	$6.75K	Sell	100 -288	-74%	-$19.4K	﹤0.01%	295
2017 Q1	$25.7K	Hold	388	–	–	0.02%	224
2016 Q4	$26.5K	Hold	388	–	–	0.02%	226
2016 Q3	$20.6K	Sell	388 -200	-34%	-$10.6K	0.01%	241
2016 Q2	$30K	Buy	588 +300	+104%	+$15.3K	0.02%	199
2016 Q1	$18.5K	Hold	288	–	–	0.01%	189
2015 Q4	$20.4K	Hold	288	–	–	0.02%	186
2015 Q3	$17.3K	Hold	288	–	–	0.01%	193
2015 Q2	$18K	Buy	288 +200	+227%	+$12.5K	0.01%	190
2015 Q1	$5.6K	Hold	88	–	–	﹤0.01%	233
2014 Q4	$4.36K	Hold	88	–	–	﹤0.01%	251
2014 Q3	$4.07K	Hold	88	–	–	﹤0.01%	239
2014 Q2	$4.41K	Hold	88	–	–	﹤0.01%	236
2014 Q1	$4.67K	Hold	88	–	–	﹤0.01%	232
2013 Q4	$4.44K	Hold	88	–	–	﹤0.01%	236
2013 Q3	$3.01K	Hold	88	–	–	﹤0.01%	245
2013 Q2	$3.06K	Buy	+88	New	+$3.06K	﹤0.01%	244