Grant Private Wealth Management
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Grant Private Wealth Management’s Valero Energy VLO Stock Holding History

Grant Private Wealth Management’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 		– Sell
-1,512
Closed -$394K – 185
2026
Q2 		$394K Buy
1,512
+403
+36% +$99.2K 0.17% 112
2026
Q1 		$274K Buy
+1,109
New +$229K 0.15% 125

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Vanguard Portfolio Management
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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

Grant Private Wealth Management's VLO Position: Q3 2026 in Review

Grant Private Wealth Management sold out of Valero Energy (VLO) in Q3 2026, closing a stake of 1,512 shares — an estimated $394K sold.

Grant Private Wealth Management first reported a position in VLO in Q1 2026 and held it in 2 quarters. The position peaked at $394K in Q2 2026. 1,932 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • Grant Private Wealth Management reported no remaining Valero Energy position as of Q3 2026 after selling out during the quarter.
  • Grant Private Wealth Management sold 1,512 Valero Energy shares in Q3 2026, an estimated $394K.
  • Grant Private Wealth Management first reported a position in Valero Energy in Q1 2026 and held it in 2 quarters.
  • Grant Private Wealth Management's Valero Energy position peaked at $394K in Q2 2026.
  • 1,932 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on Grant Private Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.