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Precedent Wealth Partners’s Valero Energy VLO Stock Holding History

Precedent 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 		– Sell
-2,000
Closed -$494K – 216
2026
Q1 		$494K Sell
2,000
-474
-19% -$97.7K 0.1% 128
2025
Q4 		$403K Hold
2,474
– – 0.08% 135
2025
Q3 		$421K Hold
2,474
– – 0.09% 136
2025
Q2 		$333K Hold
2,474
– – 0.08% 139
2025
Q1 		$327K Sell
2,474
-56
-2% -$7.43K 0.09% 135
2024
Q4 		$310K Buy
2,530
+56
+2% +$7.49K 0.1% 133
2024
Q3 		$334K Buy
+2,474
New +$359K 0.11% 127

Other funds holding VLO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

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

Precedent Wealth Partners sold out of Valero Energy (VLO) in Q2 2026, closing a stake of 2,000 shares — an estimated $494K sold.

Precedent Wealth Partners first reported a position in VLO in Q3 2024 and held it in 7 quarters. The position peaked at $494K in Q1 2026. 519 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Precedent Wealth Partners reported no remaining Valero Energy position as of Q2 2026 after selling out during the quarter.
  • Precedent Wealth Partners sold 2,000 Valero Energy shares in Q2 2026, an estimated $494K.
  • Precedent Wealth Partners first reported a position in Valero Energy in Q3 2024 and held it in 7 quarters.
  • Precedent Wealth Partners's Valero Energy position peaked at $494K in Q1 2026.
  • 519 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.