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 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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Gentry Private Wealth's VLO Position: Q2 2026 in Review

Gentry Private Wealth reduced its Valero Energy (VLO) stake by 11% in Q2 2026, selling an estimated $56.6K and leaving 1,833 shares worth $477K. The position accounts for 0.25% of the portfolio, ranked #53.

Gentry Private Wealth first reported a position in VLO in Q2 2024 and has held it in 8 quarters since. The position peaked at $572K in Q3 2025. 1,980 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Gentry Private Wealth held 1,833 shares of Valero Energy worth $477K as of Q2 2026.
Gentry Private Wealth sold 230 Valero Energy shares in Q2 2026, an estimated $56.6K.
Valero Energy made up 0.25% of Gentry Private Wealth's portfolio in Q2 2026, its #53 holding.
Gentry Private Wealth first reported a position in Valero Energy in Q2 2024 and has held it in 8 quarters since.
Gentry Private Wealth's Valero Energy position peaked at $572K in Q3 2025.
1,980 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Gentry Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.