GWP
VLO icon

Gen-Wealth Partners’s Valero Energy VLO Stock Holding History

Gen-Wealth Partners’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
2025
Q3 		– Sell
-200
Closed -$26.9K – 716
2025
Q2 		$26.9K Hold
200
– – 0.01% 389
2025
Q1 		$26.4K Hold
200
– – 0.01% 389
2024
Q4 		$24.5K Hold
200
– – 0.01% 417
2024
Q3 		$25.7K Hold
200
– – 0.01% 431
2024
Q2 		$31.4K Hold
200
– – 0.02% 411
2024
Q1 		$34.1K Buy
+200
New +$28.7K 0.02% 401

Other funds holding VLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Gen-Wealth Partners's VLO Position: Q3 2025 in Review

Gen-Wealth Partners sold out of Valero Energy (VLO) in Q3 2025, closing a stake of 200 shares — an estimated $26.9K sold.

Gen-Wealth Partners first reported a position in VLO in Q1 2024 and held it in 6 quarters. The position peaked at $34.1K in Q1 2024. 1,557 funds tracked by Wall St. Rank hold VLO as of Q3 2025.

  • Gen-Wealth Partners reported no remaining Valero Energy position as of Q3 2025 after selling out during the quarter.
  • Gen-Wealth Partners sold 200 Valero Energy shares in Q3 2025, an estimated $26.9K.
  • Gen-Wealth Partners first reported a position in Valero Energy in Q1 2024 and held it in 6 quarters.
  • Gen-Wealth Partners's Valero Energy position peaked at $34.1K in Q1 2024.
  • 1,557 funds tracked by Wall St. Rank held Valero Energy as of Q3 2025.

Based on Gen-Wealth Partners's 13F filing for Q3 2025, filed 14 Nov 2025.