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Cyndeo Wealth Partners’s Valero Energy VLO Stock Holding History

Cyndeo 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 		$452K Buy
1,734
+87
+5% +$21.4K 0.02% 363
2026
Q1 		$407K Sell
1,647
-32
-2% -$6.6K 0.02% 357
2025
Q4 		$273K Hold
1,679
– – 0.01% 413
2025
Q3 		$286K Buy
1,679
+33
+2% +$4.92K 0.02% 400
2025
Q2 		$221K Buy
+1,646
New +$205K 0.01% 436
2024
Q2 		– Sell
-1,253
Closed -$214K – 418
2024
Q1 		$214K Buy
+1,253
New +$180K 0.02% 367

Other funds holding VLO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
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

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

Cyndeo Wealth Partners increased its Valero Energy (VLO) stake by 5.3% in Q2 2026, buying an estimated $21.4K and bringing the position to 1,734 shares worth $452K. The position accounts for 0.02% of the portfolio, ranked #363.

Cyndeo Wealth Partners first reported a position in VLO in Q1 2024 and has held it in 6 quarters since. 435 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Cyndeo Wealth Partners held 1,734 shares of Valero Energy worth $452K as of Q2 2026.
  • Cyndeo Wealth Partners bought 87 Valero Energy shares in Q2 2026, an estimated $21.4K.
  • Valero Energy made up 0.02% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #363 holding.
  • Cyndeo Wealth Partners first reported a position in Valero Energy in Q1 2024 and has held it in 6 quarters since.
  • 435 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.