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Crestwood Advisors Group LLC

SEC CIK
0001426853
Latest filing
Aug 3, 2026

VLO holding history

Valero Energy Corp in every 13F filed by Crestwood Advisors Group LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

VLO overviewAll 13F holders of VLOFull Q2 2026 holdings

Shares (Q2 2026)
39,783
Value
$10.4M
% of portfolio
0.2%
Quarters held
8
Since Q1 2024
Holdings of VLO by Crestwood Advisors Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202639,783$10.4M0.2%+4,086+11.4%AddedHolders
Q1 202635,697$8.82M0.1%+31,919+844.9%AddedHolders
Q4 20253,778$615.1K<0.1%+195+5.4%AddedHolders
Q3 20253,583$610.1K<0.1%+403+12.7%AddedHolders
Q2 20253,180$427.5K<0.1%+570+21.8%AddedHolders
Q1 20252,610$344.8K<0.1%+2,610NewHolders
Q3 20240$00.0%−1,335−100.0%Sold outHolders
Q2 20241,335$209.2K<0.1%−204−13.3%ReducedHolders
Q1 20241,539$262.6K<0.1%+1,539NewHolders