AMPWP
VLO icon

Alvarez & Marsal Private Wealth Partners’s Valero Energy VLO Stock Holding History

Alvarez & Marsal Private Wealth Partners’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 		$464K Sell
1,782
-147
-8% -$36.2K 0.06% 56
2026
Q1 		$477K Sell
1,929
-478
-20% -$98.5K 0.07% 74
2025
Q4 		$392K Buy
+2,407
New +$408K 0.08% 61

Other funds holding VLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Alvarez & Marsal Private Wealth Partners's VLO Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners reduced its Valero Energy (VLO) stake by 7.6% in Q2 2026, selling an estimated $36.2K and leaving 1,782 shares worth $464K. The position accounts for 0.06% of the portfolio, ranked #56.

Alvarez & Marsal Private Wealth Partners first reported a position in VLO in Q4 2025 and has held it in 3 quarters since. The position peaked at $477K in Q1 2026. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Alvarez & Marsal Private Wealth Partners held 1,782 shares of Valero Energy worth $464K as of Q2 2026.
  • Alvarez & Marsal Private Wealth Partners sold 147 Valero Energy shares in Q2 2026, an estimated $36.2K.
  • Valero Energy made up 0.06% of Alvarez & Marsal Private Wealth Partners's portfolio in Q2 2026, its #56 holding.
  • Alvarez & Marsal Private Wealth Partners first reported a position in Valero Energy in Q4 2025 and has held it in 3 quarters since.
  • Alvarez & Marsal Private Wealth Partners's Valero Energy position peaked at $477K in Q1 2026.
  • 1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.