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Sendero Wealth Management’s Valero Energy VLO Stock Holding History

Sendero 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
2025
Q3 		– Sell
-19,302
Closed -$2.59M – 198
2025
Q2 		$2.59M Sell
19,302
-896
-4% -$112K 0.32% 60
2025
Q1 		$2.67M Buy
20,198
+2,000
+11% +$265K 0.37% 55
2024
Q4 		$2.23M Buy
+18,198
New +$2.43M 0.33% 56
2024
Q3 		– Sell
-1,278
Closed -$200K – 164
2024
Q2 		$200K Buy
1,278
+46
+4% +$7.42K 0.03% 153
2024
Q1 		$210K Buy
+1,232
New +$177K 0.04% 152

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