Waterfront Wealth
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Waterfront Wealth’s Valero Energy VLO Stock Holding History

Waterfront 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
Q3 		$202K Buy
+464
New +$157K 0.03% 292

Other funds holding VLO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Waterfront Wealth's VLO Position: Q3 2026 in Review

Waterfront Wealth opened a new position in Valero Energy (VLO) in Q3 2026: 464 shares worth $202K. The stake represents 0.03% of the portfolio and ranks #292 among its holdings.

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

  • Waterfront Wealth held 464 shares of Valero Energy worth $202K as of Q3 2026.
  • Valero Energy was a new Waterfront Wealth position in Q3 2026.
  • Valero Energy made up 0.03% of Waterfront Wealth's portfolio in Q3 2026, its #292 holding.
  • 1,932 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on Waterfront Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.