Back to VLO

CrossGen Wealth, LLC → VLO

CrossGen Wealth, LLC VLO Position History

Valero Energy Corporation • Energy

Quarters held
8
Latest value
$1K
Q3 2026
Peak value
$7.5M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$3.4M
Q4 2025$1K
Q1 2026$5M
Q1 2026$1K
Q2 2026$5.2M
Q2 2026$1K
Q3 2026$7.5M
Q3 2026$1K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1K4——
Q3 2026$7.5M19.4K——
Q2 2026$1K4——
Q2 2026$5.2M19.9K——
Q1 2026$1K4——
Q1 2026$5M20.4K——
Q4 2025$1K4——
Q4 2025$3.4M21.1K——

Other funds holding VLO

Other CrossGen Wealth, LLC positions

ETHA

ISHARES TR CORE S&P500 ETF

$14.8M
ETHA

ISHARES TR CORE S&P500 ETF

$14.7M
ETHA

ISHARES TR CORE S&P500 ETF

$13.9M
ETHA

ISHARES TR CORE S&P500 ETF

$13M
ETHA

ISHARES TR CORE MSCI EAFE

$7M
AAPL

APPLE INCORPORATED

$6.9M
ETHA

ISHARES TR CORE MSCI EAFE

$6.2M
MPC

MARATHON PETE CORPORATION

$6.2M