Curated Wealth Partners’s Valero Energy VLO Stock Holding History

Curated Wealth Partners’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	$264K	Buy	+1,014	New	+$250K	0.03%	189

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

Curated Wealth Partners's VLO Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in Valero Energy (VLO) in Q2 2026: 1,014 shares worth $264K. The stake represents 0.03% of the portfolio and ranks #189 among its holdings.

1,980 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Curated Wealth Partners held 1,014 shares of Valero Energy worth $264K as of Q2 2026.
Valero Energy was a new Curated Wealth Partners position in Q2 2026.
Valero Energy made up 0.03% of Curated Wealth Partners's portfolio in Q2 2026, its #189 holding.
1,980 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.