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Cromwell Holdings’s Valero Energy VLO Stock Holding History

Cromwell Holdings’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 		$302K Hold
1,159
– – 0.14% 132
2026
Q1 		$286K Hold
1,159
– – 0.16% 123
2025
Q4 		$189K Hold
1,159
– – 0.1% 191
2025
Q3 		$197K Hold
1,159
– – 0.11% 184
2025
Q2 		$156K Buy
1,159
+52
+5% +$6.48K 0.09% 214
2025
Q1 		$146K Hold
1,107
– – 0.09% 216
2024
Q4 		$136K Hold
1,107
– – 0.08% 234
2024
Q3 		$149K Hold
1,107
– – 0.1% 214
2024
Q2 		$174K Buy
+1,107
New +$179K 0.1% 171

Other funds holding VLO

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Cromwell Holdings's VLO Position: Q2 2026 in Review

Cromwell Holdings held its Valero Energy (VLO) position steady in Q2 2026 at 1,159 shares worth $302K. The position accounts for 0.14% of the portfolio, ranked #132.

Cromwell Holdings first reported a position in VLO in Q2 2024 and has held it in 9 quarters since. 357 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Cromwell Holdings held 1,159 shares of Valero Energy worth $302K as of Q2 2026.
  • Cromwell Holdings left its Valero Energy share count unchanged in Q2 2026.
  • Valero Energy made up 0.14% of Cromwell Holdings's portfolio in Q2 2026, its #132 holding.
  • Cromwell Holdings first reported a position in Valero Energy in Q2 2024 and has held it in 9 quarters since.
  • 357 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.