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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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 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. 734 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.
  • 734 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.