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Capital & Planning LLC’s Valero Energy VLO Stock Holding History

Capital & Planning LLC’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
Q1 		$74.1K Buy
+300
New +$61.8K 0.05% 49
2025
Q1 		– Sell
-300
Closed -$36.8K – 174
2024
Q4 		$36.8K Buy
+300
New +$40.1K 0.03% 58

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital & Planning LLC's VLO Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in Valero Energy (VLO) in Q1 2026: 300 shares worth $74.1K. The stake represents 0.05% of the portfolio and ranks #49 among its holdings. This is a return to the name: Capital & Planning LLC previously reported a position in VLO as recently as Q4 2024.

Capital & Planning LLC first reported a position in VLO in Q4 2024 and has held it in 2 quarters since. 1,871 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Capital & Planning LLC held 300 shares of Valero Energy worth $74.1K as of Q1 2026.
  • Valero Energy was a new Capital & Planning LLC position in Q1 2026.
  • Valero Energy made up 0.05% of Capital & Planning LLC's portfolio in Q1 2026, its #49 holding.
  • Capital & Planning LLC first reported a position in Valero Energy in Q4 2024 and has held it in 2 quarters since.
  • 1,871 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.