55 North Private Wealth’s Valero Energy VLO Stock Holding History

55 North Private Wealth’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	$434K	Buy	1,666 +88	+6%	+$21.7K	0.09%	112
2026 Q1	$390K	Buy	1,578 +30	+2%	+$6.18K	0.1%	103
2025 Q4	$252K	Buy	+1,548	New	+$262K	0.07%	151

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

55 North Private Wealth's VLO Position: Q2 2026 in Review

55 North Private Wealth increased its Valero Energy (VLO) stake by 5.6% in Q2 2026, buying an estimated $21.7K and bringing the position to 1,666 shares worth $434K. The position accounts for 0.09% of the portfolio, ranked #112.

55 North Private Wealth first reported a position in VLO in Q4 2025 and has held it in 3 quarters since. 1,963 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

55 North Private Wealth held 1,666 shares of Valero Energy worth $434K as of Q2 2026.
55 North Private Wealth bought 88 Valero Energy shares in Q2 2026, an estimated $21.7K.
Valero Energy made up 0.09% of 55 North Private Wealth's portfolio in Q2 2026, its #112 holding.
55 North Private Wealth first reported a position in Valero Energy in Q4 2025 and has held it in 3 quarters since.
1,963 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on 55 North Private Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.