Curated Wealth Partners
VLO icon

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
Q3 		$1.11M Buy
2,862
+1,848
+182% +$624K 0.09% 117
2026
Q2 		$264K Buy
+1,014
New +$250K 0.03% 189

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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Curated Wealth Partners's VLO Position: Q3 2026 in Review

Curated Wealth Partners increased its Valero Energy (VLO) stake by 182% in Q3 2026, buying an estimated $624K and bringing the position to 2,862 shares worth $1.11M. The position accounts for 0.09% of the portfolio, ranked #117.

Curated Wealth Partners first reported a position in VLO in Q2 2026 and has held it in 2 quarters since. 1,932 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • Curated Wealth Partners held 2,862 shares of Valero Energy worth $1.11M as of Q3 2026.
  • Curated Wealth Partners bought 1,848 Valero Energy shares in Q3 2026, an estimated $624K.
  • Valero Energy made up 0.09% of Curated Wealth Partners's portfolio in Q3 2026, its #117 holding.
  • Curated Wealth Partners first reported a position in Valero Energy in Q2 2026 and has held it in 2 quarters since.
  • 1,932 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on Curated Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.