Centennial Wealth Advisory
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Centennial Wealth Advisory’s Valero Energy VLO Stock Holding History

Centennial Wealth Advisory’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
Q3 		$986K Sell
2,544
-42
-2% -$14.2K 0.2% 66
2026
Q2 		$674K Sell
2,586
-2,367
-48% -$583K 0.15% 104
2026
Q1 		$1.22M Buy
4,953
+970
+24% +$200K 0.3% 48
2025
Q4 		$648K Buy
3,983
+5
+0.1% +$847 0.17% 81
2025
Q3 		$677K Buy
3,978
+152
+4% +$22.7K 0.19% 77
2025
Q2 		$514K Buy
+3,826
New +$477K 0.16% 82
2025
Q1 		– Sell
-3,010
Closed -$369K – 150
2024
Q4 		$369K Buy
3,010
+624
+26% +$83.5K 0.14% 96
2024
Q3 		$322K Buy
2,386
+13
+0.5% +$1.89K 0.13% 110
2024
Q2 		$372K Buy
2,373
+49
+2% +$7.91K 0.16% 79
2024
Q1 		$397K Buy
2,324
+76
+3% +$10.9K 0.18% 76
2023
Q4 		$292K Sell
2,248
-13
-0.6% -$1.65K 0.15% 104
2023
Q3 		$320K Sell
2,261
-169
-7% -$22.1K 0.17% 89
2023
Q2 		$285K Sell
2,430
-1,776
-42% -$206K 0.15% 107
2023
Q1 		$587K Sell
4,206
-199
-5% -$26.7K 0.31% 50
2022
Q4 		$559K Buy
4,405
+341
+8% +$42.8K 0.31% 48
2022
Q3 		$434K Buy
4,064
+339
+9% +$37.3K 0.26% 48
2022
Q2 		$396K Buy
3,725
+378
+11% +$44.7K 0.22% 62
2022
Q1 		$340K Buy
3,347
+619
+23% +$53.7K 0.19% 63
2021
Q4 		$205K Buy
+2,728
New +$203K 0.12% 89

Other funds holding VLO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Centennial Wealth Advisory's VLO Position: Q3 2026 in Review

Centennial Wealth Advisory reduced its Valero Energy (VLO) stake by 1.6% in Q3 2026, selling an estimated $14.2K and leaving 2,544 shares worth $986K. The position accounts for 0.2% of the portfolio, ranked #66.

Centennial Wealth Advisory first reported a position in VLO in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.22M in Q1 2026. 594 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • Centennial Wealth Advisory held 2,544 shares of Valero Energy worth $986K as of Q3 2026.
  • Centennial Wealth Advisory sold 42 Valero Energy shares in Q3 2026, an estimated $14.2K.
  • Valero Energy made up 0.2% of Centennial Wealth Advisory's portfolio in Q3 2026, its #66 holding.
  • Centennial Wealth Advisory first reported a position in Valero Energy in Q4 2021 and has held it in 19 quarters since.
  • Centennial Wealth Advisory's Valero Energy position peaked at $1.22M in Q1 2026.
  • 594 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on Centennial Wealth Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.