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Crestmont Private Wealth’s Valero Energy VLO Stock Holding History

Crestmont 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
Q1 		$973K Sell
3,936
-3,664
-48% -$755K 0.31% 23
2025
Q4 		$1.24M Hold
7,600
– – 0.4% 17
2025
Q3 		$1.29M Buy
+7,600
New +$1.13M 0.43% 17

Other funds holding VLO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Crestmont Private Wealth's VLO Position: Q1 2026 in Review

Crestmont Private Wealth reduced its Valero Energy (VLO) stake by 48% in Q1 2026, selling an estimated $755K and leaving 3,936 shares worth $973K. The position accounts for 0.31% of the portfolio, ranked #23.

Crestmont Private Wealth first reported a position in VLO in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.29M in Q3 2025. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Crestmont Private Wealth held 3,936 shares of Valero Energy worth $973K as of Q1 2026.
  • Crestmont Private Wealth sold 3,664 Valero Energy shares in Q1 2026, an estimated $755K.
  • Valero Energy made up 0.31% of Crestmont Private Wealth's portfolio in Q1 2026, its #23 holding.
  • Crestmont Private Wealth first reported a position in Valero Energy in Q3 2025 and has held it in 3 quarters since.
  • Crestmont Private Wealth's Valero Energy position peaked at $1.29M in Q3 2025.
  • 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Crestmont Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.