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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

Other funds holding VLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Sendero Wealth Management's VLO Position: Q3 2025 in Review

Sendero Wealth Management sold out of Valero Energy (VLO) in Q3 2025, closing a stake of 19,302 shares — an estimated $2.59M sold.

Sendero Wealth Management first reported a position in VLO in Q1 2024 and held it in 5 quarters. The position peaked at $2.67M in Q1 2025. 1,558 funds tracked by Wall St. Rank hold VLO as of Q3 2025.

  • Sendero Wealth Management reported no remaining Valero Energy position as of Q3 2025 after selling out during the quarter.
  • Sendero Wealth Management sold 19,302 Valero Energy shares in Q3 2025, an estimated $2.59M.
  • Sendero Wealth Management first reported a position in Valero Energy in Q1 2024 and held it in 5 quarters.
  • Sendero Wealth Management's Valero Energy position peaked at $2.67M in Q1 2025.
  • 1,558 funds tracked by Wall St. Rank held Valero Energy as of Q3 2025.

Based on Sendero Wealth Management's 13F filing for Q3 2025, filed 8 Oct 2025.