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Aventura Private Wealth’s Valero Energy VLO Stock Holding History

Aventura 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 		$12.5K Buy
+48
New +$11.8K ﹤0.01% 559
2025
Q4 		– Sell
-600
Closed -$102K – 900
2025
Q3 		$102K Buy
+600
New +$89.5K 0.04% 220

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

Aventura Private Wealth's VLO Position: Q2 2026 in Review

Aventura Private Wealth opened a new position in Valero Energy (VLO) in Q2 2026: 48 shares worth $12.5K. The stake represents ﹤0.01% of the portfolio and ranks #559 among its holdings. This is a return to the name: Aventura Private Wealth previously reported a position in VLO as recently as Q3 2025.

Aventura Private Wealth first reported a position in VLO in Q3 2025 and has held it in 2 quarters since. The position peaked at $102K in Q3 2025. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Aventura Private Wealth held 48 shares of Valero Energy worth $12.5K as of Q2 2026.
  • Valero Energy was a new Aventura Private Wealth position in Q2 2026.
  • Valero Energy made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #559 holding.
  • Aventura Private Wealth first reported a position in Valero Energy in Q3 2025 and has held it in 2 quarters since.
  • Aventura Private Wealth's Valero Energy position peaked at $102K in Q3 2025.
  • 1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.