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SteelPeak Wealth’s Valero Energy VLO Stock Holding History

SteelPeak Wealth’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 		$350K Buy
1,345
+78
+6% +$19.2K 0.01% 493
2026
Q1 		$313K Buy
+1,267
New +$261K 0.01% 453
2025
Q4 		– Sell
-21,923
Closed -$3.73M – 654
2025
Q3 		$3.73M Sell
21,923
-12,775
-37% -$1.91M 0.12% 129
2025
Q2 		$4.66M Buy
34,698
+45
+0.1% +$5.61K 0.18% 102
2025
Q1 		$4.58M Buy
34,653
+25,900
+296% +$3.44M 0.19% 106
2024
Q4 		$1.07M Sell
8,753
-36,863
-81% -$4.93M 0.04% 236
2024
Q3 		$6.16M Sell
45,616
-6,090
-12% -$884K 0.27% 77
2024
Q2 		$8.11M Buy
51,706
+33,906
+190% +$5.47M 0.38% 59
2024
Q1 		$3.04M Sell
17,800
-63,475
-78% -$9.09M 0.15% 122
2023
Q4 		$10.6M Buy
81,275
+55,631
+217% +$7.08M 0.61% 35
2023
Q3 		$3.63M Sell
25,644
-19,700
-43% -$2.58M 0.23% 87
2023
Q2 		$5.32M Buy
+45,344
New +$5.27M 0.32% 66
2022
Q2 		– Sell
-2,589
Closed -$263K – 483
2022
Q1 		$263K Buy
+2,589
New +$225K 0.01% 365
2021
Q4 		– Sell
-3,402
Closed -$240K – 475
2021
Q3 		$240K Buy
3,402
+453
+15% +$30.1K 0.02% 368
2021
Q2 		$230K Buy
+2,949
New +$228K 0.02% 373

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

SteelPeak Wealth's VLO Position: Q2 2026 in Review

SteelPeak Wealth increased its Valero Energy (VLO) stake by 6.2% in Q2 2026, buying an estimated $19.2K and bringing the position to 1,345 shares worth $350K. The position accounts for 0.01% of the portfolio, ranked #493.

SteelPeak Wealth first reported a position in VLO in Q2 2021 and has held it in 15 quarters since. The position peaked at $10.6M in Q4 2023. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • SteelPeak Wealth held 1,345 shares of Valero Energy worth $350K as of Q2 2026.
  • SteelPeak Wealth bought 78 Valero Energy shares in Q2 2026, an estimated $19.2K.
  • Valero Energy made up 0.01% of SteelPeak Wealth's portfolio in Q2 2026, its #493 holding.
  • SteelPeak Wealth first reported a position in Valero Energy in Q2 2021 and has held it in 15 quarters since.
  • SteelPeak Wealth's Valero Energy position peaked at $10.6M in Q4 2023.
  • 1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.