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Waterway Wealth Management’s Valero Energy VLO Stock Holding History

Waterway 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
Q2 		$529K Sell
2,031
-300
-13% -$73.9K 0.11% 72
2026
Q1 		$576K Sell
2,331
-300
-11% -$61.8K 0.13% 69
2025
Q4 		$428K Buy
+2,631
New +$446K 0.1% 69

Other funds holding VLO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
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
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 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
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return

Waterway Wealth Management's VLO Position: Q2 2026 in Review

Waterway Wealth Management reduced its Valero Energy (VLO) stake by 13% in Q2 2026, selling an estimated $73.9K and leaving 2,031 shares worth $529K. The position accounts for 0.11% of the portfolio, ranked #72.

Waterway Wealth Management first reported a position in VLO in Q4 2025 and has held it in 3 quarters since. The position peaked at $576K in Q1 2026. 478 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Waterway Wealth Management held 2,031 shares of Valero Energy worth $529K as of Q2 2026.
  • Waterway Wealth Management sold 300 Valero Energy shares in Q2 2026, an estimated $73.9K.
  • Valero Energy made up 0.11% of Waterway Wealth Management's portfolio in Q2 2026, its #72 holding.
  • Waterway Wealth Management first reported a position in Valero Energy in Q4 2025 and has held it in 3 quarters since.
  • Waterway Wealth Management's Valero Energy position peaked at $576K in Q1 2026.
  • 478 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

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