Centurion Wealth Management’s Valero Energy VLO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$1.16M Hold
2,983
– – 0.28% 82
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

Centurion Wealth Management's VLO Position: Q3 2026 in Review

Centurion Wealth Management held its Valero Energy (VLO) position steady in Q3 2026 at 2,983 shares worth $1.16M. The position accounts for 0.28% of the portfolio, ranked #82.

Centurion Wealth Management first reported a position in VLO in Q3 2025 and has held it in 5 quarters since. 604 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • Centurion Wealth Management held 2,983 shares of Valero Energy worth $1.16M as of Q3 2026.
  • Centurion Wealth Management left its Valero Energy share count unchanged in Q3 2026.
  • Valero Energy made up 0.28% of Centurion Wealth Management's portfolio in Q3 2026, its #82 holding.
  • Centurion Wealth Management first reported a position in Valero Energy in Q3 2025 and has held it in 5 quarters since.
  • 604 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on Centurion Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.