Greenwich Wealth Management’s Valero Energy VLO Stock Holding History

Greenwich 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 Q1	$214K	Buy	+865	New	+$178K	0.01%	277
2024 Q2	–	Sell	-1,175	Closed	-$201K	–	251
2024 Q1	$201K	Buy	+1,175	New	+$168K	0.02%	225
2015 Q4	–	Sell	-151,400	Closed	-$9.1M	–	170
2015 Q3	$9.1M	Sell	151,400 -173,700	-53%	-$11M	2.2%	10
2015 Q2	$20.4M	Sell	325,100 -75,000	-19%	-$4.43M	2.6%	5
2015 Q1	$25.5M	Sell	400,100 -150,000	-27%	-$8.37M	2.88%	4
2014 Q4	$27.2M	Hold	550,100	–	–	1.8%	7
2014 Q3	$25.5M	Hold	550,100	–	–	1.72%	7
2014 Q2	$27.6M	Hold	550,100	–	–	1.83%	4
2014 Q1	$29.2M	Hold	550,100	–	–	2.03%	4
2013 Q4	$27.7M	Sell	550,100 -120	-0%	-$5.06K	2.8%	3
2013 Q3	$18.8M	Buy	550,220 +120	+0%	+$4.24K	1.35%	9
2013 Q2	$19.1M	Buy	+550,100	New	+$21M	1.42%	5

Other funds holding VLO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Greenwich Wealth Management's VLO Position: Q1 2026 in Review

Greenwich Wealth Management opened a new position in Valero Energy (VLO) in Q1 2026: 865 shares worth $214K. The stake represents 0.01% of the portfolio and ranks #277 among its holdings. This is a return to the name: Greenwich Wealth Management previously reported a position in VLO as recently as Q1 2024.

Greenwich Wealth Management first reported a position in VLO in Q2 2013 and has held it in 12 quarters since. The position peaked at $29.2M in Q1 2014. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

Greenwich Wealth Management held 865 shares of Valero Energy worth $214K as of Q1 2026.
Valero Energy was a new Greenwich Wealth Management position in Q1 2026.
Valero Energy made up 0.01% of Greenwich Wealth Management's portfolio in Q1 2026, its #277 holding.
Greenwich Wealth Management first reported a position in Valero Energy in Q2 2013 and has held it in 12 quarters since.
Greenwich Wealth Management's Valero Energy position peaked at $29.2M in Q1 2014.
1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Greenwich Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.