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Portside Wealth Group’s Valero Energy VLO Stock Holding History

Portside Wealth Group’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 		$1.04M Buy
4,005
+853
+27% +$210K 0.12% 186
2026
Q1 		$779K Buy
3,152
+1,458
+86% +$301K 0.11% 193
2025
Q4 		$276K Buy
1,694
+7
+0.4% +$1.19K 0.04% 390
2025
Q3 		$287K Buy
1,687
+104
+7% +$15.5K 0.04% 384
2025
Q2 		$213K Sell
1,583
-647
-29% -$80.6K 0.03% 430
2025
Q1 		$295K Buy
2,230
+84
+4% +$11.1K 0.05% 338
2024
Q4 		$263K Buy
+2,146
New +$287K 0.04% 351

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

Portside Wealth Group's VLO Position: Q2 2026 in Review

Portside Wealth Group increased its Valero Energy (VLO) stake by 27% in Q2 2026, buying an estimated $210K and bringing the position to 4,005 shares worth $1.04M. The position accounts for 0.12% of the portfolio, ranked #186.

Portside Wealth Group first reported a position in VLO in Q4 2024 and has held it in 7 quarters since. 331 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Portside Wealth Group held 4,005 shares of Valero Energy worth $1.04M as of Q2 2026.
  • Portside Wealth Group bought 853 Valero Energy shares in Q2 2026, an estimated $210K.
  • Valero Energy made up 0.12% of Portside Wealth Group's portfolio in Q2 2026, its #186 holding.
  • Portside Wealth Group first reported a position in Valero Energy in Q4 2024 and has held it in 7 quarters since.
  • 331 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.