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 Q2	–	Sell	-865	Closed	-$214K	–	325
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 $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

Greenwich Wealth Management's VLO Position: Q2 2026 in Review

Greenwich Wealth Management sold out of Valero Energy (VLO) in Q2 2026, closing a stake of 865 shares — an estimated $214K sold.

Greenwich Wealth Management first reported a position in VLO in Q2 2013 and held it in 12 quarters. The position peaked at $29.2M in Q1 2014. 1,979 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Greenwich Wealth Management reported no remaining Valero Energy position as of Q2 2026 after selling out during the quarter.
Greenwich Wealth Management sold 865 Valero Energy shares in Q2 2026, an estimated $214K.
Greenwich Wealth Management first reported a position in Valero Energy in Q2 2013 and held it in 12 quarters.
Greenwich Wealth Management's Valero Energy position peaked at $29.2M in Q1 2014.
1,979 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Greenwich Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.