Straight Path Wealth Management’s Valero Energy VLO Stock Holding History

Straight Path Wealth 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 Q3	$300K	Buy	+773	New	+$261K	0.07%	111

Other funds holding VLO

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Straight Path Wealth Management's VLO Position: Q3 2026 in Review

Straight Path Wealth Management opened a new position in Valero Energy (VLO) in Q3 2026: 773 shares worth $300K. The stake represents 0.07% of the portfolio and ranks #111 among its holdings.

1,932 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

Straight Path Wealth Management held 773 shares of Valero Energy worth $300K as of Q3 2026.
Valero Energy was a new Straight Path Wealth Management position in Q3 2026.
Valero Energy made up 0.07% of Straight Path Wealth Management's portfolio in Q3 2026, its #111 holding.
1,932 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on Straight Path Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.