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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
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

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Centennial Wealth Advisory's VLO Position: Q2 2026 in Review

Centennial Wealth Advisory reduced its Valero Energy (VLO) stake by 48% in Q2 2026, selling an estimated $583K and leaving 2,586 shares worth $674K. The position accounts for 0.15% of the portfolio, ranked #104.

Centennial Wealth Advisory first reported a position in VLO in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.22M in Q1 2026. 331 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Centennial Wealth Advisory held 2,586 shares of Valero Energy worth $674K as of Q2 2026.
  • Centennial Wealth Advisory sold 2,367 Valero Energy shares in Q2 2026, an estimated $583K.
  • Valero Energy made up 0.15% of Centennial Wealth Advisory's portfolio in Q2 2026, its #104 holding.
  • Centennial Wealth Advisory first reported a position in Valero Energy in Q4 2021 and has held it in 18 quarters since.
  • Centennial Wealth Advisory's Valero Energy position peaked at $1.22M in Q1 2026.
  • 331 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Centennial Wealth Advisory's 13F filing for Q2 2026, filed 13 Jul 2026.