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Action Point Financial Planning’s Valero Energy VLO Stock Holding History

Action Point Financial Planning’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 		$88.8K Buy
+344
New +$84.7K 0.01% 635

Other funds holding VLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Action Point Financial Planning's VLO Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Valero Energy (VLO) in Q2 2026: 344 shares worth $88.8K. The stake represents 0.01% of the portfolio and ranks #635 among its holdings.

1,967 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Action Point Financial Planning held 344 shares of Valero Energy worth $88.8K as of Q2 2026.
  • Valero Energy was a new Action Point Financial Planning position in Q2 2026.
  • Valero Energy made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #635 holding.
  • 1,967 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.