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Guardian Wealth Management, LLC → VLO

Guardian Wealth Management, LLC VLO Position History

Valero Energy Corporation • Energy

Quarters held
4
Latest value
$4.5M
Q3 2026
Peak value
$4.5M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$4.1M
Q1 2026$3.9M
Q2 2026$4.5M
Q3 2026$4.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4.5M14.3K——
Q2 2026$4.5M15.0K——
Q1 2026$3.9M14.5K——
Q4 2025$4.1M14.3K——

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