Crescent Grove Advisors’s Valero Energy VLO Stock Holding History

Crescent Grove Advisors’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	$420K	Buy	+1,613	New	+$397K	0.04%	203
2024 Q1	–	Sell	-3,680	Closed	-$478K	–	307
2023 Q4	$478K	Buy	3,680 +1,614	+78%	+$205K	0.05%	180
2023 Q3	$293K	Buy	2,066 +14	+0.7%	+$1.83K	0.04%	224
2023 Q2	$241K	Sell	2,052 -724	-26%	-$84.1K	0.03%	255
2023 Q1	$388K	Sell	2,776 -2,629	-49%	-$353K	0.05%	203
2022 Q4	$686K	Buy	5,405 +989	+22%	+$124K	0.07%	146
2022 Q3	$472K	Buy	4,416 +721	+20%	+$79.3K	0.05%	160
2022 Q2	$393K	Buy	+3,695	New	+$437K	0.04%	182

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

Crescent Grove Advisors's VLO Position: Q2 2026 in Review

Crescent Grove Advisors opened a new position in Valero Energy (VLO) in Q2 2026: 1,613 shares worth $420K. The stake represents 0.04% of the portfolio and ranks #203 among its holdings. This is a return to the name: Crescent Grove Advisors previously reported a position in VLO as recently as Q4 2023.

Crescent Grove Advisors first reported a position in VLO in Q2 2022 and has held it in 8 quarters since. The position peaked at $686K in Q4 2022. 1,979 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Crescent Grove Advisors held 1,613 shares of Valero Energy worth $420K as of Q2 2026.
Valero Energy was a new Crescent Grove Advisors position in Q2 2026.
Valero Energy made up 0.04% of Crescent Grove Advisors's portfolio in Q2 2026, its #203 holding.
Crescent Grove Advisors first reported a position in Valero Energy in Q2 2022 and has held it in 8 quarters since.
Crescent Grove Advisors's Valero Energy position peaked at $686K in Q4 2022.
1,979 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Crescent Grove Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.