Atlantic Edge Private Wealth Management’s Valero Energy VLO Stock Holding History

Atlantic Edge Private 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
2026 Q2	$2M	Sell	7,661 -180	-2%	-$44.3K	0.41%	53
2026 Q1	$1.94M	Sell	7,841 -116	-1%	-$23.9K	0.48%	51
2025 Q4	$1.3M	Buy	7,957 +385	+5%	+$65.2K	0.32%	62
2025 Q3	$1.29M	Buy	7,572 +85	+1%	+$12.7K	0.33%	62
2025 Q2	$1.01M	Buy	7,487 +140	+2%	+$17.4K	0.28%	71
2025 Q1	$970K	Buy	7,347 +11	+0.1%	+$1.46K	0.3%	73
2024 Q4	$899K	Sell	7,336 -180	-2%	-$24.1K	0.28%	72
2024 Q3	$1.01M	Buy	7,516 +250	+3%	+$36.3K	0.31%	73
2024 Q2	$1.14M	Buy	7,266 +5	+0.1%	+$807	0.38%	63
2024 Q1	$1.24M	Buy	7,261 +300	+4%	+$43K	0.43%	60
2023 Q4	$905K	Buy	+6,961	New	+$886K	0.37%	67

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

Atlantic Edge Private Wealth Management's VLO Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management reduced its Valero Energy (VLO) stake by 2.3% in Q2 2026, selling an estimated $44.3K and leaving 7,661 shares worth $2M. The position accounts for 0.41% of the portfolio, ranked #53.

Atlantic Edge Private Wealth Management first reported a position in VLO in Q4 2023 and has held it in 11 quarters since. 1,980 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Atlantic Edge Private Wealth Management held 7,661 shares of Valero Energy worth $2M as of Q2 2026.
Atlantic Edge Private Wealth Management sold 180 Valero Energy shares in Q2 2026, an estimated $44.3K.
Valero Energy made up 0.41% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #53 holding.
Atlantic Edge Private Wealth Management first reported a position in Valero Energy in Q4 2023 and has held it in 11 quarters since.
1,980 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.