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Disclosery

GENTRY PRIVATE WEALTH, LLC: VLO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GENTRY PRIVATE WEALTH, LLC on VLO, newest first. How the timeline and the estimate are built.

GENTRY PRIVATE WEALTH, LLC held 1,833 VLO shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,833 shares
    Change vs previous 13F -230 shares

    0.25% of the 13F portfolio, value $477,387.

    13F-HR 0001765380-26-000279 filed by GENTRY PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,063 shares
    Change vs previous 13F -275 shares

    0.31% of the 13F portfolio, value $509,726.

    13F-HR 0001765380-26-000166 filed by GENTRY PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,338 shares
    Change vs previous 13F -1,020 shares

    0.24% of the 13F portfolio, value $380,603.

    13F-HR 0001765380-26-000043 filed by GENTRY PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 3,358 shares
    Change vs previous 13F +28 shares

    0.4% of the 13F portfolio, value $571,733.

    13F-HR 0001765380-25-000469 filed by GENTRY PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 3,330 shares
    Change vs previous 13F +68 shares

    0.34% of the 13F portfolio, value $447,619.

    13F-HR 0001765380-25-000259 filed by GENTRY PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 3,262 shares
    Change vs previous 13F +3,262 shares

    0.35% of the 13F portfolio, value $430,812.

    13F-HR 0001765380-25-000224 filed by GENTRY PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -2,399 shares

    13F-HR 0001765380-25-000049 filed by GENTRY PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-09-30
    13F 2,399 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $323,937.

    13F-HR 0001765380-24-000440 filed by GENTRY PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).