Gentry Private Wealth
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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
Q3 		$698K Sell
1,802
-31
-2% -$10.5K 0.36% 41
2026
Q2 		$477K Sell
1,833
-230
-11% -$56.6K 0.25% 53
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Gentry Private Wealth's VLO Position: Q3 2026 in Review

Gentry Private Wealth reduced its Valero Energy (VLO) stake by 1.7% in Q3 2026, selling an estimated $10.5K and leaving 1,802 shares worth $698K. The position accounts for 0.36% of the portfolio, ranked #41.

Gentry Private Wealth first reported a position in VLO in Q2 2024 and has held it in 9 quarters since. 1,932 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • Gentry Private Wealth held 1,802 shares of Valero Energy worth $698K as of Q3 2026.
  • Gentry Private Wealth sold 31 Valero Energy shares in Q3 2026, an estimated $10.5K.
  • Valero Energy made up 0.36% of Gentry Private Wealth's portfolio in Q3 2026, its #41 holding.
  • Gentry Private Wealth first reported a position in Valero Energy in Q2 2024 and has held it in 9 quarters since.
  • 1,932 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on Gentry Private Wealth's 13F filing for Q3 2026, filed 12 Nov 2026.