World Investment 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
$559K Sell
4,161
-246
-6% -$33.1K 0.01% 696
2025
Q1
$582K Buy
4,407
+84
+2% +$11.1K 0.02% 647
2024
Q4
$530K Buy
4,323
+78
+2% +$9.56K 0.01% 651
2024
Q3
$573K Buy
4,245
+1,093
+35% +$148K 0.02% 556
2024
Q2
$494K Buy
3,152
+1,847
+142% +$290K 0.03% 408
2024
Q1
$223K Sell
1,305
-541
-29% -$92.3K 0.03% 361
2023
Q4
$240K Buy
+1,846
New +$240K 0.03% 339