Elevation Wealth Partners’s Valero Energy VLO Stock Holding History

Elevation 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	$22.9K	Buy	88 +42	+91%	+$10.3K	0.01%	545
2026 Q1	$11.4K	Buy	46 +6	+15%	+$1.24K	﹤0.01%	490
2025 Q4	$6.51K	Hold	40	–	–	﹤0.01%	570
2025 Q3	$6.81K	Buy	40 +20	+100%	+$2.98K	﹤0.01%	434
2025 Q2	$2.69K	Hold	20	–	–	﹤0.01%	426
2025 Q1	$2.64K	Hold	20	–	–	﹤0.01%	429
2024 Q4	$2.45K	Buy	+20	New	+$2.68K	﹤0.01%	437

Other funds holding VLO

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

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

Elevation Wealth Partners increased its Valero Energy (VLO) stake by 91% in Q2 2026, buying an estimated $10.3K and bringing the position to 88 shares worth $22.9K. The position accounts for 0.01% of the portfolio, ranked #545.

Elevation Wealth Partners first reported a position in VLO in Q4 2024 and has held it in 7 quarters since. 809 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Elevation Wealth Partners held 88 shares of Valero Energy worth $22.9K as of Q2 2026.
Elevation Wealth Partners bought 42 Valero Energy shares in Q2 2026, an estimated $10.3K.
Valero Energy made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #545 holding.
Elevation Wealth Partners first reported a position in Valero Energy in Q4 2024 and has held it in 7 quarters since.
809 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.