Williams Jones Wealth Management’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $879K | Buy |
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|
2025
Q2 | $395K | Sell |
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|
2025
Q1 | $1.1M | Sell |
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|
2024
Q4 | $1.1M | Sell |
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|
2024
Q3 | $1.76M | Sell |
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|
2024
Q2 | $2.07M | Sell |
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|
2024
Q1 | $2.44M | Buy |
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|
2023
Q4 | $1.6M | Sell |
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|
2023
Q3 | $2.11M | Sell |
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|
2023
Q2 | $2.54M | Sell |
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|
2023
Q1 | $4.99M | Sell |
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|
2022
Q4 | $4.56M | Buy |
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|
2022
Q3 | $3.57M | Sell |
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|
2022
Q2 | $3.76M | Buy |
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|
2022
Q1 | $741K | Sell |
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|
2021
Q4 | $586K | Sell |
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|
2021
Q3 | $661K | Sell |
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|
2021
Q2 | $758K | Buy |
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|
2021
Q1 | $310K | Sell |
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|
2020
Q4 | $282K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $694K | Buy |
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|
2020
Q1 | $226K | Sell |
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|
2019
Q4 | $1.76M | Sell |
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|
2019
Q3 | $2.2M | Buy |
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