APP
VLO icon

Avantax Planning Partners’s Valero Energy VLO Stock Holding History

Avantax Planning Partners’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 		$10.5M Sell
40,467
-1,266
-3% -$312K 0.26% 60
2026
Q1 		$10.3M Sell
41,733
-3,524
-8% -$726K 0.28% 61
2025
Q4 		$7.37M Sell
45,257
-659
-1% -$112K 0.21% 77
2025
Q3 		$7.82M Buy
45,916
+476
+1% +$71K 0.22% 71
2025
Q2 		$6.11M Buy
45,440
+640
+1% +$79.8K 0.19% 80
2025
Q1 		$5.92M Buy
44,800
+2,429
+6% +$322K 0.21% 80
2024
Q4 		$5.19M Buy
42,371
+624
+1% +$83.5K 0.19% 80
2024
Q3 		$5.64M Sell
41,747
-5,995
-13% -$870K 0.2% 79
2024
Q2 		$7.48M Sell
47,742
-632
-1% -$102K 0.24% 70
2024
Q1 		$8.26M Buy
48,374
+34,015
+237% +$4.87M 0.27% 64
2023
Q4 		$1.87M Sell
14,359
-570
-4% -$72.5K 0.07% 117
2023
Q3 		$2.12M Buy
14,929
+241
+2% +$31.6K 0.09% 101
2023
Q2 		$1.72M Buy
14,688
+450
+3% +$52.3K 0.07% 116
2023
Q1 		$1.99M Buy
14,238
+1,730
+14% +$232K 0.08% 107
2022
Q4 		$1.59M Sell
12,508
-199
-2% -$25K 0.06% 123
2022
Q3 		$1.36M Buy
+12,707
New +$1.4M 0.06% 119
2018
Q4 		– Sell
-1,183
Closed -$135K – 1165
2018
Q3 		$135K Buy
+1,183
New +$134K 0.01% 287
2018
Q2 		– Sell
-1,220
Closed -$114K – 1442
2018
Q1 		$114K Buy
+1,220
New +$114K 0.01% 390
2017
Q4 		– Sell
-3,393
Closed -$261K – 359
2017
Q3 		$261K Sell
3,393
-1,887
-36% -$130K 0.02% 306
2017
Q2 		$356K Sell
5,280
-448
-8% -$29.1K 0.03% 227
2017
Q1 		$380K Hold
5,728
– – 0.03% 211
2016
Q4 		$391K Buy
+5,728
New +$353K 0.04% 195

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

Avantax Planning Partners's VLO Position: Q2 2026 in Review

Avantax Planning Partners reduced its Valero Energy (VLO) stake by 3% in Q2 2026, selling an estimated $312K and leaving 40,467 shares worth $10.5M. The position accounts for 0.26% of the portfolio, ranked #60.

Avantax Planning Partners first reported a position in VLO in Q4 2016 and has held it in 22 quarters since. 1,970 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Avantax Planning Partners held 40,467 shares of Valero Energy worth $10.5M as of Q2 2026.
  • Avantax Planning Partners sold 1,266 Valero Energy shares in Q2 2026, an estimated $312K.
  • Valero Energy made up 0.26% of Avantax Planning Partners's portfolio in Q2 2026, its #60 holding.
  • Avantax Planning Partners first reported a position in Valero Energy in Q4 2016 and has held it in 22 quarters since.
  • 1,970 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.