Crewe Advisors’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $78.1K | Buy |
300
+19
| +7% | +$4.68K | 0.01% | 376 |
|
|
2026
Q1 | $69.4K | Buy |
281
+5
| +2% | +$1.03K | 0.01% | 343 |
|
|
2025
Q4 | $44.9K | Buy |
276
+7
| +3% | +$1.19K | ﹤0.01% | 379 |
|
|
2025
Q3 | $45.8K | Buy |
269
+19
| +8% | +$2.83K | ﹤0.01% | 392 |
|
|
2025
Q2 | $33.6K | Hold |
250
| – | – | ﹤0.01% | 316 |
|
|
2025
Q1 | $33K | Sell |
250
-114
| -31% | -$15.1K | ﹤0.01% | 305 |
|
|
2024
Q4 | $44.6K | Sell |
364
-67
| -16% | -$8.96K | 0.01% | 289 |
|
|
2024
Q3 | $58.2K | Hold |
431
| – | – | 0.01% | 282 |
|
|
2024
Q2 | $67.6K | Sell |
431
-25
| -5% | -$4.03K | 0.01% | 319 |
|
|
2024
Q1 | $77.8K | Buy |
+456
| New | +$65.3K | 0.01% | 310 |
|
|
2023
Q3 | – | Sell |
-114
| Closed | -$13.4K | – | 910 |
|
|
2023
Q2 | $13.4K | Sell |
114
-18
| -14% | -$2.09K | ﹤0.01% | 379 |
|
|
2023
Q1 | $18.4K | Hold |
132
| – | – | ﹤0.01% | 449 |
|
|
2022
Q4 | $16.7K | Sell |
132
-244
| -65% | -$30.6K | ﹤0.01% | 452 |
|
|
2022
Q3 | $40K | Buy |
376
+114
| +44% | +$12.5K | 0.01% | 347 |
|
|
2022
Q2 | $28K | Sell |
262
-22
| -8% | -$2.6K | 0.01% | 366 |
|
|
2022
Q1 | $29K | Hold |
284
| – | – | 0.01% | 273 |
|
|
2021
Q4 | $21K | Buy |
284
+100
| +54% | +$7.45K | ﹤0.01% | 259 |
|
|
2021
Q3 | $13K | Hold |
184
| – | – | ﹤0.01% | 246 |
|
|
2021
Q2 | $14K | Hold |
184
| – | – | ﹤0.01% | 246 |
|
|
2021
Q1 | $13K | Hold |
184
| – | – | ﹤0.01% | 257 |
|
|
2020
Q4 | $10K | Sell |
184
-71
| -28% | -$3.48K | ﹤0.01% | 269 |
|
|
2020
Q3 | $11K | Buy |
255
+71
| +39% | +$3.72K | 0.01% | 241 |
|
|
2020
Q2 | $11K | Hold |
184
| – | – | 0.01% | 160 |
|
|
2020
Q1 | $8K | Hold |
184
| – | – | ﹤0.01% | 151 |
|
|
2019
Q4 | $17K | Hold |
184
| – | – | 0.01% | 163 |
|
|
2019
Q3 | $16K | Sell |
184
-7
| -4% | -$566 | 0.01% | 168 |
|
|
2019
Q2 | $16K | Hold |
191
| – | – | 0.01% | 196 |
|
|
2019
Q1 | $16K | Buy |
191
+7
| +4% | +$578 | 0.01% | 168 |
|
|
2018
Q4 | $14K | Hold |
184
| – | – | ﹤0.01% | 174 |
|
|
2018
Q3 | $21K | Hold |
184
| – | – | 0.02% | 172 |
|
|
2018
Q2 | $20K | Hold |
184
| – | – | 0.02% | 177 |
|
|
2018
Q1 | $17K | Hold |
184
| – | – | 0.02% | 198 |
|
|
2017
Q4 | $17K | Buy |
+184
| New | +$15.2K | 0.02% | 198 |
|
Other funds holding VLO
Crewe Advisors's VLO Position: Q2 2026 in Review
Crewe Advisors increased its Valero Energy (VLO) stake by 6.8% in Q2 2026, buying an estimated $4.68K and bringing the position to 300 shares worth $78.1K. The position accounts for 0.01% of the portfolio, ranked #376.
Crewe Advisors first reported a position in VLO in Q4 2017 and has held it in 33 quarters since. 1,967 funds tracked by Wall St. Rank hold VLO as of Q2 2026.
- Crewe Advisors held 300 shares of Valero Energy worth $78.1K as of Q2 2026.
- Crewe Advisors bought 19 Valero Energy shares in Q2 2026, an estimated $4.68K.
- Valero Energy made up 0.01% of Crewe Advisors's portfolio in Q2 2026, its #376 holding.
- Crewe Advisors first reported a position in Valero Energy in Q4 2017 and has held it in 33 quarters since.
- 1,967 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.
Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.