ATLas Financial Planning’s Valero Energy VLO Stock Holding History

ATLas 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	–	Sell	-986	Closed	-$244K	–	71
2026 Q1	$244K	Buy	+986	New	+$203K	0.22%	61

Other funds holding VLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

ATLas Financial Planning's VLO Position: Q2 2026 in Review

ATLas Financial Planning sold out of Valero Energy (VLO) in Q2 2026, closing a stake of 986 shares — an estimated $244K sold.

ATLas Financial Planning first reported a position in VLO in Q1 2026 and held it in 1 quarter. The position peaked at $244K in Q1 2026. 1,973 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

ATLas Financial Planning reported no remaining Valero Energy position as of Q2 2026 after selling out during the quarter.
ATLas Financial Planning sold 986 Valero Energy shares in Q2 2026, an estimated $244K.
ATLas Financial Planning first reported a position in Valero Energy in Q1 2026 and held it in 1 quarter.
ATLas Financial Planning's Valero Energy position peaked at $244K in Q1 2026.
1,973 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on ATLas Financial Planning's 13F filing for Q2 2026, filed 22 Jul 2026.