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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
Q2 		$765K Sell
2,936
-1,000
-25% -$246K 0.21% 36
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 $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

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

Crestmont Private Wealth reduced its Valero Energy (VLO) stake by 25% in Q2 2026, selling an estimated $246K and leaving 2,936 shares worth $765K. The position accounts for 0.21% of the portfolio, ranked #36.

Crestmont Private Wealth first reported a position in VLO in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.29M in Q3 2025. 1,979 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Crestmont Private Wealth held 2,936 shares of Valero Energy worth $765K as of Q2 2026.
  • Crestmont Private Wealth sold 1,000 Valero Energy shares in Q2 2026, an estimated $246K.
  • Valero Energy made up 0.21% of Crestmont Private Wealth's portfolio in Q2 2026, its #36 holding.
  • Crestmont Private Wealth first reported a position in Valero Energy in Q3 2025 and has held it in 4 quarters since.
  • Crestmont Private Wealth's Valero Energy position peaked at $1.29M in Q3 2025.
  • 1,979 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Crestmont Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.