CrossGen Wealth’s Valero Energy VLO Stock Holding History

CrossGen 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	$5.17M	Sell	19,854 -570	-3%	-$140K	4.02%	5
2026 Q1	$5.05M	Sell	20,424 -711	-3%	-$147K	4.43%	3
2025 Q4	$3.44M	Buy	+21,135	New	+$3.58M	3.03%	10

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

CrossGen Wealth's VLO Position: Q2 2026 in Review

CrossGen Wealth reduced its Valero Energy (VLO) stake by 2.8% in Q2 2026, selling an estimated $140K and leaving 19,854 shares worth $5.17M. The position accounts for 4.02% of the portfolio, ranked #5.

CrossGen Wealth first reported a position in VLO in Q4 2025 and has held it in 3 quarters since. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

CrossGen Wealth held 19,854 shares of Valero Energy worth $5.17M as of Q2 2026.
CrossGen Wealth sold 570 Valero Energy shares in Q2 2026, an estimated $140K.
Valero Energy made up 4.02% of CrossGen Wealth's portfolio in Q2 2026, its #5 holding.
CrossGen Wealth first reported a position in Valero Energy in Q4 2025 and has held it in 3 quarters since.
1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on CrossGen Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.