Winch Advisory Services’s Valero Energy VLO Stock Holding History

Winch Advisory Services’s Portfolio VLO Stock Details VLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$272K	Sell	1,103 -12	-1%	-$2.47K	0.06%	90
2025 Q4	$181K	Buy	1,115 +8	+0.7%	+$1.35K	0.04%	102
2025 Q3	$189K	Sell	1,107 -144	-12%	-$21.5K	0.04%	100
2025 Q2	$168K	Buy	1,251 +148	+13%	+$18.4K	0.04%	102
2025 Q1	$146K	Buy	1,103 +9	+0.8%	+$1.19K	0.04%	103
2024 Q4	$134K	Buy	1,094 +9	+0.8%	+$1.2K	0.03%	106
2024 Q3	$146K	Buy	1,085 +8	+0.7%	+$1.16K	0.04%	103
2024 Q2	$169K	Sell	1,077 -47	-4%	-$7.58K	0.05%	92
2024 Q1	$192K	Sell	1,124 -5	-0.4%	-$716	0.06%	84
2023 Q4	$147K	Sell	1,129 -115	-9%	-$14.6K	0.05%	90
2023 Q3	$176K	Sell	1,244 -35	-3%	-$4.58K	0.06%	79
2023 Q2	$150K	Sell	1,279 -49	-4%	-$5.7K	0.05%	85
2023 Q1	$185K	Sell	1,328 -50	-4%	-$6.72K	0.07%	77
2022 Q4	$175K	Buy	1,378 +259	+23%	+$32.5K	0.07%	79
2022 Q3	$120K	Buy	1,119 +2	+0.2%	+$220	0.05%	86
2022 Q2	$119K	Buy	1,117 +140	+14%	+$16.6K	0.05%	87
2022 Q1	$99K	Buy	977 +1	+0.1%	+$87	0.03%	96
2021 Q4	$73K	Sell	976 -14	-1%	-$1.04K	0.02%	110
2021 Q3	$70K	Buy	990 +1	+0.1%	+$67	0.02%	111
2021 Q2	$77K	Buy	989 +16	+2%	+$1.24K	0.03%	104
2021 Q1	$70K	Buy	973 +1	+0.1%	+$68	0.03%	98
2020 Q4	$55K	Buy	972 +2	+0.2%	+$98	0.02%	96
2020 Q3	$42K	Sell	970 -19	-2%	-$995	0.02%	101
2020 Q2	$58K	Sell	989 -77	-7%	-$4.6K	0.03%	87
2020 Q1	$48K	Sell	1,066 -32,761	-97%	-$2.38M	0.02%	88
2019 Q4	$3.17M	Sell	33,827 -4,166	-11%	-$394K	1.5%	19
2019 Q3	$3.24M	Sell	37,993 -866	-2%	-$70K	1.69%	16
2019 Q2	$3.33M	Buy	38,859 +1,350	+4%	+$111K	1.73%	19
2019 Q1	$3.18M	Buy	37,509 +11,902	+46%	+$983K	1.76%	19
2018 Q4	$1.92M	Sell	25,607 -946	-4%	-$83.1K	1.07%	25
2018 Q3	$3.02M	Buy	26,553 +4,624	+21%	+$525K	1.52%	24
2018 Q2	$2.43M	Buy	21,929 +4,678	+27%	+$525K	1.31%	29
2018 Q1	$1.6M	Buy	17,251 +1,711	+11%	+$160K	0.94%	33
2017 Q4	$1.48M	Sell	15,540 -487	-3%	-$40.2K	0.89%	32
2017 Q3	$1.24M	Sell	16,027 -4,156	-21%	-$286K	0.8%	35
2017 Q2	$1.36M	Sell	20,183 -3,245	-14%	-$210K	0.86%	34
2017 Q1	$1.55M	Buy	23,428 +6,876	+42%	+$460K	0.99%	30
2016 Q4	$1.13M	Buy	16,552 +16,274	+5,854%	+$1M	0.78%	36
2016 Q3	$15K	Buy	278 +3	+1%	+$160	0.01%	131
2016 Q2	$14K	Buy	275 +75	+38%	+$4.24K	0.02%	125
2016 Q1	$13K	Buy	+200	New	+$12.7K	0.02%	104
2015 Q4	–	Sell	-10,806	Closed	-$649K	–	283
2015 Q3	$649K	Sell	10,806 -20,732	-66%	-$1.32M	0.95%	23
2015 Q2	$1.97M	Buy	31,538 +27,160	+620%	+$1.6M	1.08%	27
2015 Q1	$279K	Buy	+4,378	New	+$244K	0.16%	56