Gentry Private Wealth’s Valero Energy VLO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$448K Buy
3,330
+68
+2% +$9.14K 0.34% 60
2025
Q1
$431K Buy
+3,262
New +$431K 0.35% 67
2024
Q4
Sell
-2,399
Closed -$324K 82
2024
Q3
$324K Sell
2,399
-10
-0.4% -$1.35K 0.26% 68
2024
Q2
$378K Buy
+2,409
New +$378K 0.33% 55