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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 		– Hold
0
– -$1.24M – 705
2026
Q1 		– Hold
0
– – – 260

Other funds holding VLO

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 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. 331 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.
  • 331 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.