Comprehensive Financial Planning’s Valero Energy VLO Stock Holding History

Comprehensive 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	$117K	Hold	450	–	–	0.06%	136
2026 Q1	$111K	Hold	450	–	–	0.08%	119
2025 Q4	$73.3K	Hold	450	–	–	0.05%	143
2025 Q3	$76.6K	Hold	450	–	–	0.05%	143
2025 Q2	$60.5K	Hold	450	–	–	0.05%	143
2025 Q1	$59.4K	Sell	450 -450	-50%	-$59.7K	0.06%	125
2024 Q4	$110K	Buy	+900	New	+$120K	0.09%	118

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

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

Comprehensive Financial Planning held its Valero Energy (VLO) position steady in Q2 2026 at 450 shares worth $117K. The position accounts for 0.06% of the portfolio, ranked #136.

Comprehensive Financial Planning first reported a position in VLO in Q4 2024 and has held it in 7 quarters since. 1,976 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Comprehensive Financial Planning held 450 shares of Valero Energy worth $117K as of Q2 2026.
Comprehensive Financial Planning left its Valero Energy share count unchanged in Q2 2026.
Valero Energy made up 0.06% of Comprehensive Financial Planning's portfolio in Q2 2026, its #136 holding.
Comprehensive Financial Planning first reported a position in Valero Energy in Q4 2024 and has held it in 7 quarters since.
1,976 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.