WAS
Winch Advisory Services’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $168K | Buy |
1,251
+148
| +13% | +$19.9K | 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% | +$1.1K | 0.03% | 106 |
|
|
2024
Q3 | $146K | Buy |
1,085
+8
| +0.7% | +$1.08K | 0.04% | 103 |
|
|
2024
Q2 | $169K | Sell |
1,077
-47
| -4% | -$7.37K | 0.05% | 92 |
|
|
2024
Q1 | $192K | Sell |
1,124
-5
| -0.4% | -$853 | 0.06% | 84 |
|
|
2023
Q4 | $147K | Sell |
1,129
-115
| -9% | -$14.9K | 0.05% | 90 |
|
|
2023
Q3 | $176K | Sell |
1,244
-35
| -3% | -$4.95K | 0.06% | 79 |
|
|
2023
Q2 | $150K | Sell |
1,279
-49
| -4% | -$5.75K | 0.05% | 85 |
|
|
2023
Q1 | $185K | Sell |
1,328
-50
| -4% | -$6.97K | 0.07% | 77 |
|
|
2022
Q4 | $175K | Buy |
1,378
+259
| +23% | +$32.9K | 0.07% | 79 |
|
|
2022
Q3 | $120K | Buy |
1,119
+2
| +0.2% | +$214 | 0.05% | 86 |
|
|
2022
Q2 | $119K | Buy |
1,117
+140
| +14% | +$14.9K | 0.05% | 87 |
|
|
2022
Q1 | $99K | Buy |
977
+1
| +0.1% | +$101 | 0.03% | 96 |
|
|
2021
Q4 | $73K | Sell |
976
-14
| -1% | -$1.05K | 0.02% | 110 |
|
|
2021
Q3 | $70K | Buy |
990
+1
| +0.1% | +$71 | 0.02% | 111 |
|
|
2021
Q2 | $77K | Buy |
989
+16
| +2% | +$1.25K | 0.03% | 104 |
|
|
2021
Q1 | $70K | Buy |
973
+1
| +0.1% | +$72 | 0.03% | 98 |
|
|
2020
Q4 | $55K | Buy |
972
+2
| +0.2% | +$113 | 0.02% | 96 |
|
|
2020
Q3 | $42K | Sell |
970
-19
| -2% | -$823 | 0.02% | 101 |
|
|
2020
Q2 | $58K | Sell |
989
-77
| -7% | -$4.52K | 0.03% | 87 |
|
|
2020
Q1 | $48K | Sell |
1,066
-32,761
| -97% | -$1.48M | 0.02% | 88 |
|
|
2019
Q4 | $3.17M | Sell |
33,827
-4,166
| -11% | -$390K | 1.5% | 19 |
|
|
2019
Q3 | $3.24M | Sell |
37,993
-866
| -2% | -$73.8K | 1.69% | 16 |
|
|
2019
Q2 | $3.33M | Buy |
38,859
+1,350
| +4% | +$116K | 1.73% | 19 |
|
|
2019
Q1 | $3.18M | Buy |
37,509
+11,902
| +46% | +$1.01M | 1.76% | 19 |
|
|
2018
Q4 | $1.92M | Sell |
25,607
-946
| -4% | -$70.9K | 1.07% | 25 |
|
|
2018
Q3 | $3.02M | Buy |
26,553
+4,624
| +21% | +$526K | 1.52% | 24 |
|
|
2018
Q2 | $2.43M | Buy |
21,929
+4,678
| +27% | +$518K | 1.31% | 29 |
|
|
2018
Q1 | $1.6M | Buy |
17,251
+1,711
| +11% | +$159K | 0.94% | 33 |
|
|
2017
Q4 | $1.48M | Sell |
15,540
-487
| -3% | -$46.4K | 0.89% | 32 |
|
|
2017
Q3 | $1.24M | Sell |
16,027
-4,156
| -21% | -$321K | 0.8% | 35 |
|
|
2017
Q2 | $1.36M | Sell |
20,183
-3,245
| -14% | -$219K | 0.86% | 34 |
|
|
2017
Q1 | $1.55M | Buy |
23,428
+6,876
| +42% | +$456K | 0.99% | 30 |
|
|
2016
Q4 | $1.13M | Buy |
16,552
+16,274
| +5,854% | +$1.11M | 0.78% | 36 |
|
|
2016
Q3 | $15K | Buy |
278
+3
| +1% | +$162 | 0.01% | 131 |
|
|
2016
Q2 | $14K | Buy |
275
+75
| +38% | +$3.82K | 0.02% | 125 |
|
|
2016
Q1 | $13K | Buy |
+200
| New | +$13K | 0.02% | 104 |
|
|
2015
Q4 | – | Sell |
-10,806
| Closed | -$649K | – | 283 |
|
|
2015
Q3 | $649K | Sell |
10,806
-20,732
| -66% | -$1.25M | 0.95% | 23 |
|
|
2015
Q2 | $1.97M | Buy |
31,538
+27,160
| +620% | +$1.7M | 1.08% | 27 |
|
|
2015
Q1 | $279K | Buy |
+4,378
| New | +$279K | 0.16% | 56 |
|