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Gentry Private Wealth’s Valero Energy VLO Stock Holding History

Gentry Private Wealth’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
Q1 		$510K Sell
2,063
-275
-12% -$56.7K 0.31% 48
2025
Q4 		$381K Sell
2,338
-1,020
-30% -$173K 0.24% 66
2025
Q3 		$572K Buy
3,358
+28
+0.8% +$4.18K 0.4% 39
2025
Q2 		$448K Buy
3,330
+68
+2% +$8.47K 0.34% 60
2025
Q1 		$431K Buy
+3,262
New +$433K 0.35% 67
2024
Q4 		– Sell
-2,399
Closed -$324K – 82
2024
Q3 		$324K Sell
2,399
-10
-0.4% -$1.45K 0.26% 68
2024
Q2 		$378K Buy
+2,409
New +$389K 0.33% 55

Other funds holding VLO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Gentry Private Wealth's VLO Position: Q1 2026 in Review

Gentry Private Wealth reduced its Valero Energy (VLO) stake by 12% in Q1 2026, selling an estimated $56.7K and leaving 2,063 shares worth $510K. The position accounts for 0.31% of the portfolio, ranked #48.

Gentry Private Wealth first reported a position in VLO in Q2 2024 and has held it in 7 quarters since. The position peaked at $572K in Q3 2025. 1,862 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Gentry Private Wealth held 2,063 shares of Valero Energy worth $510K as of Q1 2026.
  • Gentry Private Wealth sold 275 Valero Energy shares in Q1 2026, an estimated $56.7K.
  • Valero Energy made up 0.31% of Gentry Private Wealth's portfolio in Q1 2026, its #48 holding.
  • Gentry Private Wealth first reported a position in Valero Energy in Q2 2024 and has held it in 7 quarters since.
  • Gentry Private Wealth's Valero Energy position peaked at $572K in Q3 2025.
  • 1,862 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Gentry Private Wealth's 13F filing for Q1 2026, filed 5 May 2026.