GC Wealth Management RIA’s Valero Energy VLO Stock Holding History

GC Wealth Management RIA’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	$245K	Buy	+940	New	+$231K	0.01%	448
2026 Q1	–	Sell	-1,741	Closed	-$283K	–	562
2025 Q4	$283K	Sell	1,741 -3,823	-69%	-$648K	0.01%	461
2025 Q3	$947K	Buy	5,564 +3,040	+120%	+$453K	0.03%	349
2025 Q2	$339K	Buy	+2,524	New	+$315K	0.03%	408

Other funds holding VLO

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

GC Wealth Management RIA's VLO Position: Q2 2026 in Review

GC Wealth Management RIA opened a new position in Valero Energy (VLO) in Q2 2026: 940 shares worth $245K. The stake represents 0.01% of the portfolio and ranks #448 among its holdings. This is a return to the name: GC Wealth Management RIA previously reported a position in VLO as recently as Q4 2025.

GC Wealth Management RIA first reported a position in VLO in Q2 2025 and has held it in 4 quarters since. The position peaked at $947K in Q3 2025. 331 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

GC Wealth Management RIA held 940 shares of Valero Energy worth $245K as of Q2 2026.
Valero Energy was a new GC Wealth Management RIA position in Q2 2026.
Valero Energy made up 0.01% of GC Wealth Management RIA's portfolio in Q2 2026, its #448 holding.
GC Wealth Management RIA first reported a position in Valero Energy in Q2 2025 and has held it in 4 quarters since.
GC Wealth Management RIA's Valero Energy position peaked at $947K in Q3 2025.
331 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.