Zhang Financial’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 | $251K | Buy |
+1,864
| New | +$251K | 0.01% | 261 |
|
|
2025
Q1 | – | Sell |
-1,895
| Closed | -$232K | – | 311 |
|
|
2024
Q4 | $232K | Buy |
1,895
+69
| +4% | +$8.46K | 0.01% | 263 |
|
|
2024
Q3 | $247K | Buy |
1,826
+173
| +10% | +$23.4K | 0.02% | 248 |
|
|
2024
Q2 | $259K | Hold |
1,653
| – | – | 0.02% | 235 |
|
|
2024
Q1 | $282K | Buy |
+1,653
| New | +$282K | 0.02% | 230 |
|
|
2023
Q2 | – | Sell |
-1,768
| Closed | -$247K | – | 253 |
|
|
2023
Q1 | $247K | Buy |
+1,768
| New | +$247K | 0.03% | 207 |
|