Whipplewood Advisors’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
$20.4K Buy
152
+83
+120% +$11.2K 0.01% 456
2025
Q1
$18.9K Sell
69
-50
-42% -$13.7K 0.01% 461
2024
Q4
$14.6K Buy
+119
New +$14.6K 0.01% 491