WP 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 | $4.87M | Buy |
36,248
+325
| +0.9% | +$43.7K | 1.34% | 21 |
|
|
2025
Q1 | $4.74M | Buy |
35,923
+399
| +1% | +$52.7K | 1.58% | 17 |
|
|
2024
Q4 | $4.35M | Buy |
35,524
+1,184
| +3% | +$145K | 1.45% | 19 |
|
|
2024
Q3 | $4.64M | Sell |
34,340
-2,115
| -6% | -$286K | 1.69% | 15 |
|
|
2024
Q2 | $5.71M | Sell |
36,455
-1,029
| -3% | -$161K | 1.82% | 17 |
|
|
2024
Q1 | $6.4M | Sell |
37,484
-192
| -0.5% | -$32.8K | 2.1% | 16 |
|
|
2023
Q4 | $4.9M | Sell |
37,676
-1,236
| -3% | -$161K | 1.81% | 13 |
|
|
2023
Q3 | $5.51M | Sell |
38,912
-350
| -0.9% | -$49.6K | 2.28% | 12 |
|
|
2023
Q2 | $4.61M | Buy |
39,262
+22
| +0.1% | +$2.58K | 1.84% | 14 |
|
|
2023
Q1 | $5.48M | Sell |
39,240
-270
| -0.7% | -$37.7K | 2.26% | 14 |
|
|
2022
Q4 | $5.01M | Sell |
39,510
-913
| -2% | -$116K | 2.24% | 14 |
|
|
2022
Q3 | $4.32M | Buy |
40,423
+318
| +0.8% | +$34K | 1.96% | 15 |
|
|
2022
Q2 | $4.26M | Sell |
40,105
-1,495
| -4% | -$159K | 1.85% | 14 |
|
|
2022
Q1 | $4.22M | Sell |
41,600
-4,092
| -9% | -$415K | 1.74% | 13 |
|
|
2021
Q4 | $3.43M | Buy |
45,692
+3,468
| +8% | +$260K | 1.43% | 13 |
|
|
2021
Q3 | $2.98M | Buy |
42,224
+917
| +2% | +$64.7K | 1.22% | 19 |
|
|
2021
Q2 | $3.23M | Buy |
41,307
+546
| +1% | +$42.6K | 1.34% | 16 |
|
|
2021
Q1 | $2.92M | Buy |
40,761
+509
| +1% | +$36.4K | 1.26% | 18 |
|
|
2020
Q4 | $2.28M | Buy |
40,252
+2,055
| +5% | +$116K | 1.1% | 23 |
|
|
2020
Q3 | $1.66M | Buy |
38,197
+6,358
| +20% | +$275K | 1% | 27 |
|
|
2020
Q2 | $1.87M | Buy |
31,839
+23,404
| +277% | +$1.38M | 1.32% | 16 |
|
|
2020
Q1 | $383K | Buy |
8,435
+2,561
| +44% | +$116K | 0.37% | 30 |
|
|
2019
Q4 | $550K | Buy |
5,874
+55
| +0.9% | +$5.15K | 0.57% | 28 |
|
|
2019
Q3 | $496K | Buy |
5,819
+166
| +3% | +$14.2K | 0.57% | 29 |
|
|
2019
Q2 | $484K | Buy |
5,653
+812
| +17% | +$69.5K | 0.54% | 30 |
|
|
2019
Q1 | $4.11K | Buy |
4,841
+300
| +7% | +$255 | 0.45% | 32 |
|
|
2018
Q4 | $340K | Buy |
4,541
+49
| +1% | +$3.67K | 0.34% | 39 |
|
|
2018
Q3 | $511K | Buy |
4,492
+5
| +0.1% | +$569 | 0.48% | 27 |
|
|
2018
Q2 | $497K | Buy |
4,487
+54
| +1% | +$5.98K | 0.47% | 27 |
|
|
2018
Q1 | $411K | Sell |
4,433
-76
| -2% | -$7.05K | 0.44% | 30 |
|
|
2017
Q4 | $414K | Sell |
4,509
-267
| -6% | -$24.5K | 0.4% | 33 |
|
|
2017
Q3 | $367K | Buy |
4,776
+48
| +1% | +$3.69K | 0.28% | 44 |
|
|
2017
Q2 | $319K | Sell |
4,728
-508
| -10% | -$34.3K | 0.23% | 47 |
|
|
2017
Q1 | $347K | Buy |
5,236
+407
| +8% | +$27K | 0.22% | 46 |
|
|
2016
Q4 | $330K | Buy |
+4,829
| New | +$330K | 0.23% | 44 |
|