Center for Financial Planning’s Valero Energy VLO Stock Holding History

Center for 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	$29.2K	Hold	112	–	–	﹤0.01%	389
2026 Q1	$27.7K	Hold	112	–	–	﹤0.01%	379
2025 Q4	$18.2K	Hold	112	–	–	﹤0.01%	423
2025 Q3	$19.1K	Hold	112	–	–	﹤0.01%	421
2025 Q2	$15.1K	Sell	112 -32	-22%	-$3.99K	﹤0.01%	425
2025 Q1	$19K	Hold	144	–	–	﹤0.01%	397
2024 Q4	$17.7K	Hold	144	–	–	﹤0.01%	360
2024 Q3	$19.4K	Hold	144	–	–	﹤0.01%	341
2024 Q2	$22.6K	Hold	144	–	–	﹤0.01%	313
2024 Q1	$24.6K	Buy	144 +108	+300%	+$15.5K	﹤0.01%	305
2023 Q4	$4.68K	Hold	36	–	–	﹤0.01%	426
2023 Q3	$5.1K	Hold	36	–	–	﹤0.01%	418
2023 Q2	$4.22K	Hold	36	–	–	﹤0.01%	455
2023 Q1	$5.03K	Buy	+36	New	+$4.84K	﹤0.01%	416
2021 Q1	–	Sell	-38	Closed	-$2K	–	540
2020 Q4	$2K	Hold	38	–	–	﹤0.01%	443
2020 Q3	$2K	Hold	38	–	–	﹤0.01%	413
2020 Q2	$2K	Hold	38	–	–	﹤0.01%	419
2020 Q1	$2K	Hold	38	–	–	﹤0.01%	514
2019 Q4	$4K	Buy	+38	New	+$3.59K	﹤0.01%	391

Other funds holding VLO

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

ELI

Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

Center for Financial Planning's VLO Position: Q2 2026 in Review

Center for Financial Planning held its Valero Energy (VLO) position steady in Q2 2026 at 112 shares worth $29.2K. The position accounts for ﹤0.01% of the portfolio, ranked #389.

Center for Financial Planning first reported a position in VLO in Q4 2019 and has held it in 19 quarters since. 601 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Center for Financial Planning held 112 shares of Valero Energy worth $29.2K as of Q2 2026.
Center for Financial Planning left its Valero Energy share count unchanged in Q2 2026.
Valero Energy made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #389 holding.
Center for Financial Planning first reported a position in Valero Energy in Q4 2019 and has held it in 19 quarters since.
601 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.