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

Private Wealth Asset 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	$209K	Hold	803	–	–	0.02%	258
2026 Q1	$198K	Hold	803	–	–	0.02%	260
2025 Q4	$131K	Hold	803	–	–	0.01%	298
2025 Q3	$137K	Hold	803	–	–	0.02%	271
2025 Q2	$108K	Buy	803 +436	+119%	+$54.3K	0.01%	303
2025 Q1	$48.5K	Buy	+367	New	+$48.7K	0.01%	395

Other funds holding VLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Private Wealth Asset Management held its Valero Energy (VLO) position steady in Q2 2026 at 803 shares worth $209K. The position accounts for 0.02% of the portfolio, ranked #258.

Private Wealth Asset Management first reported a position in VLO in Q1 2025 and has held it in 6 quarters since. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Private Wealth Asset Management held 803 shares of Valero Energy worth $209K as of Q2 2026.
Private Wealth Asset Management left its Valero Energy share count unchanged in Q2 2026.
Valero Energy made up 0.02% of Private Wealth Asset Management's portfolio in Q2 2026, its #258 holding.
Private Wealth Asset Management first reported a position in Valero Energy in Q1 2025 and has held it in 6 quarters since.
1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.