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Centurion Wealth Management’s Valero Energy VLO Stock Holding History

Centurion Wealth Management’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 		$777K Sell
2,983
-150
-5% -$36.9K 0.19% 114
2026
Q1 		$774K Hold
3,133
– – 0.17% 113
2025
Q4 		$510K Hold
3,133
– – 0.11% 162
2025
Q3 		$533K Buy
+3,133
New +$467K 0.12% 151

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

Centurion Wealth Management's VLO Position: Q2 2026 in Review

Centurion Wealth Management reduced its Valero Energy (VLO) stake by 4.8% in Q2 2026, selling an estimated $36.9K and leaving 2,983 shares worth $777K. The position accounts for 0.19% of the portfolio, ranked #114.

Centurion Wealth Management first reported a position in VLO in Q3 2025 and has held it in 4 quarters since. 331 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Centurion Wealth Management held 2,983 shares of Valero Energy worth $777K as of Q2 2026.
  • Centurion Wealth Management sold 150 Valero Energy shares in Q2 2026, an estimated $36.9K.
  • Valero Energy made up 0.19% of Centurion Wealth Management's portfolio in Q2 2026, its #114 holding.
  • Centurion Wealth Management first reported a position in Valero Energy in Q3 2025 and has held it in 4 quarters since.
  • 331 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.