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Evolve Private Wealth’s Valero Energy VLO Stock Holding History

Evolve Private 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 		$4.4M Sell
16,899
-6,707
-28% -$1.65M 0.27% 66
2026
Q1 		$5.83M Buy
23,606
+19,060
+419% +$3.93M 0.31% 52
2025
Q4 		$740K Buy
+4,546
New +$770K 0.04% 386

Other funds holding VLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Evolve Private Wealth's VLO Position: Q2 2026 in Review

Evolve Private Wealth reduced its Valero Energy (VLO) stake by 28% in Q2 2026, selling an estimated $1.65M and leaving 16,899 shares worth $4.4M. The position accounts for 0.27% of the portfolio, ranked #66.

Evolve Private Wealth first reported a position in VLO in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.83M in Q1 2026. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Evolve Private Wealth held 16,899 shares of Valero Energy worth $4.4M as of Q2 2026.
  • Evolve Private Wealth sold 6,707 Valero Energy shares in Q2 2026, an estimated $1.65M.
  • Valero Energy made up 0.27% of Evolve Private Wealth's portfolio in Q2 2026, its #66 holding.
  • Evolve Private Wealth first reported a position in Valero Energy in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Valero Energy position peaked at $5.83M in Q1 2026.
  • 1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.