Crestwood Advisors Group’s Valero Energy VLO Stock Holding History

Crestwood Advisors Group’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	$10.4M	Buy	39,783 +4,086	+11%	+$1.01M	0.15%	110
2026 Q1	$8.82M	Buy	35,697 +31,919	+845%	+$6.58M	0.15%	113
2025 Q4	$615K	Buy	3,778 +195	+5%	+$33K	0.01%	350
2025 Q3	$610K	Buy	3,583 +403	+13%	+$60.1K	0.01%	342
2025 Q2	$427K	Buy	3,180 +570	+22%	+$71K	0.01%	374
2025 Q1	$345K	Buy	+2,610	New	+$346K	0.01%	396
2024 Q3	–	Sell	-1,335	Closed	-$209K	–	455
2024 Q2	$209K	Sell	1,335 -204	-13%	-$32.9K	﹤0.01%	411
2024 Q1	$263K	Buy	+1,539	New	+$221K	0.01%	373
2017 Q2	–	Sell	-202	Closed	-$13K	–	419
2017 Q1	$13K	Buy	+202	New	+$13.5K	﹤0.01%	418
2016 Q1	–	Sell	-11,361	Closed	-$803K	–	153
2015 Q4	$803K	Buy	11,361 +350	+3%	+$23.8K	0.1%	81
2015 Q3	$662K	Sell	11,011 -6,079	-36%	-$386K	0.09%	77
2015 Q2	$1.07M	Buy	+17,090	New	+$1.01M	0.14%	61

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

Crestwood Advisors Group's VLO Position: Q2 2026 in Review

Crestwood Advisors Group increased its Valero Energy (VLO) stake by 11% in Q2 2026, buying an estimated $1.01M and bringing the position to 39,783 shares worth $10.4M. The position accounts for 0.15% of the portfolio, ranked #110.

Crestwood Advisors Group first reported a position in VLO in Q2 2015 and has held it in 12 quarters since. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Crestwood Advisors Group held 39,783 shares of Valero Energy worth $10.4M as of Q2 2026.
Crestwood Advisors Group bought 4,086 Valero Energy shares in Q2 2026, an estimated $1.01M.
Valero Energy made up 0.15% of Crestwood Advisors Group's portfolio in Q2 2026, its #110 holding.
Crestwood Advisors Group first reported a position in Valero Energy in Q2 2015 and has held it in 12 quarters since.
1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.