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

Private Wealth Management 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 		$32.6K Hold
125
– – 0.01% 288
2026
Q1 		$30.9K Hold
125
– – 0.01% 257
2025
Q4 		$20.3K Hold
125
– – 0.01% 318
2025
Q3 		$21.3K Hold
125
– – 0.01% 312
2025
Q2 		$16.8K Sell
125
-38
-23% -$4.74K 0.01% 351
2025
Q1 		$21.5K Buy
163
+19
+13% +$2.52K 0.01% 280
2024
Q4 		$17.7K Buy
144
+36
+33% +$4.82K 0.01% 332
2024
Q3 		$14.6K Hold
108
– – 0.01% 356
2024
Q2 		$16.9K Hold
108
– – 0.01% 311
2024
Q1 		$18.4K Hold
108
– – 0.01% 288
2023
Q4 		$14K Buy
+108
New +$13.7K 0.01% 332

Other funds holding VLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Private Wealth Management Group held its Valero Energy (VLO) position steady in Q2 2026 at 125 shares worth $32.6K. The position accounts for 0.01% of the portfolio, ranked #288.

Private Wealth Management Group first reported a position in VLO in Q4 2023 and has held it in 11 quarters since. 1,973 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Private Wealth Management Group held 125 shares of Valero Energy worth $32.6K as of Q2 2026.
  • Private Wealth Management Group left its Valero Energy share count unchanged in Q2 2026.
  • Valero Energy made up 0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #288 holding.
  • Private Wealth Management Group first reported a position in Valero Energy in Q4 2023 and has held it in 11 quarters since.
  • 1,973 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.