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Grant Private Wealth Management’s Valero Energy VLO Stock Holding History

Grant Private Wealth Management’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 		$394K Buy
1,512
+403
+36% +$99.2K 0.17% 112
2026
Q1 		$274K Buy
+1,109
New +$229K 0.15% 125

Other funds holding VLO

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
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
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Grant Private Wealth Management's VLO Position: Q2 2026 in Review

Grant Private Wealth Management increased its Valero Energy (VLO) stake by 36% in Q2 2026, buying an estimated $99.2K and bringing the position to 1,512 shares worth $394K. The position accounts for 0.17% of the portfolio, ranked #112.

Grant Private Wealth Management first reported a position in VLO in Q1 2026 and has held it in 2 quarters since. 331 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Grant Private Wealth Management held 1,512 shares of Valero Energy worth $394K as of Q2 2026.
  • Grant Private Wealth Management bought 403 Valero Energy shares in Q2 2026, an estimated $99.2K.
  • Valero Energy made up 0.17% of Grant Private Wealth Management's portfolio in Q2 2026, its #112 holding.
  • Grant Private Wealth Management first reported a position in Valero Energy in Q1 2026 and has held it in 2 quarters since.
  • 331 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.