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Premier Path Wealth Partners’s Valero Energy VLO Stock Holding History

Premier Path 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 		$601K Buy
2,306
+164
+8% +$40.4K 0.07% 235
2026
Q1 		$529K Buy
2,142
+172
+9% +$35.5K 0.07% 261
2025
Q4 		$321K Buy
1,970
+116
+6% +$19.7K 0.04% 314
2025
Q3 		$316K Buy
1,854
+255
+16% +$38K 0.04% 325
2025
Q2 		$215K Buy
+1,599
New +$199K 0.03% 370
2024
Q2 		– Sell
-1,213
Closed -$207K – 383
2024
Q1 		$207K Buy
+1,213
New +$174K 0.04% 331

Other funds holding VLO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Premier Path Wealth Partners's VLO Position: Q2 2026 in Review

Premier Path Wealth Partners increased its Valero Energy (VLO) stake by 7.7% in Q2 2026, buying an estimated $40.4K and bringing the position to 2,306 shares worth $601K. The position accounts for 0.07% of the portfolio, ranked #235.

Premier Path Wealth Partners first reported a position in VLO in Q1 2024 and has held it in 6 quarters since. 821 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Premier Path Wealth Partners held 2,306 shares of Valero Energy worth $601K as of Q2 2026.
  • Premier Path Wealth Partners bought 164 Valero Energy shares in Q2 2026, an estimated $40.4K.
  • Valero Energy made up 0.07% of Premier Path Wealth Partners's portfolio in Q2 2026, its #235 holding.
  • Premier Path Wealth Partners first reported a position in Valero Energy in Q1 2024 and has held it in 6 quarters since.
  • 821 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

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