HWP
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Highline Wealth Partners’s Valero Energy VLO Stock Holding History

Highline 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 		$56.3K Buy
216
+15
+7% +$3.69K 0.01% 217
2026
Q1 		$49.6K Buy
201
+40
+25% +$8.25K 0.01% 177
2025
Q4 		$26.1K Buy
161
+1
+0.6% +$169 0.01% 213
2025
Q3 		$27.3K Buy
160
+66
+70% +$9.84K 0.01% 225
2025
Q2 		$12.6K Buy
94
+45
+92% +$5.61K ﹤0.01% 298
2025
Q1 		$6.54K Hold
49
– – ﹤0.01% 374
2024
Q4 		$6.02K Sell
49
-7
-13% -$936 ﹤0.01% 317
2024
Q3 		$7.52K Sell
56
-7
-11% -$1.02K ﹤0.01% 292
2024
Q2 		$9.93K Buy
63
+19
+43% +$3.07K ﹤0.01% 224
2024
Q1 		$7.54K Hold
44
– – ﹤0.01% 246
2023
Q4 		$5.72K Sell
44
-87
-66% -$11.1K ﹤0.01% 239
2023
Q3 		$18.6K Buy
131
+87
+198% +$11.4K 0.01% 148
2023
Q2 		$5.16K Hold
44
– – ﹤0.01% 181
2023
Q1 		$6.14K Hold
44
– – ﹤0.01% 172
2022
Q4 		$5.58K Hold
44
– – ﹤0.01% 172
2022
Q3 		$4.7K Buy
+44
New +$4.84K ﹤0.01% 167

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

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

Highline Wealth Partners increased its Valero Energy (VLO) stake by 7.5% in Q2 2026, buying an estimated $3.69K and bringing the position to 216 shares worth $56.3K. The position accounts for 0.01% of the portfolio, ranked #217.

Highline Wealth Partners first reported a position in VLO in Q3 2022 and has held it in 16 quarters since. 331 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Highline Wealth Partners held 216 shares of Valero Energy worth $56.3K as of Q2 2026.
  • Highline Wealth Partners bought 15 Valero Energy shares in Q2 2026, an estimated $3.69K.
  • Valero Energy made up 0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #217 holding.
  • Highline Wealth Partners first reported a position in Valero Energy in Q3 2022 and has held it in 16 quarters since.
  • 331 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.