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Consolidated Planning Corp’s Valero Energy VLO Stock Holding History

Consolidated Planning Corp’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
2025
Q3 		– Sell
-2,525
Closed -$339K – 220
2025
Q2 		$339K Buy
+2,525
New +$315K 0.04% 152
2025
Q1 		– Sell
-2,818
Closed -$346K – 219
2024
Q4 		$346K Sell
2,818
-2,208
-44% -$295K 0.05% 153
2024
Q3 		$679K Buy
5,026
+3,237
+181% +$470K 0.1% 111
2024
Q2 		$281K Buy
+1,789
New +$289K 0.05% 151
2021
Q4 		– Sell
-1
Closed – – 431
2021
Q3 		$0 Buy
+1
New +$67 ﹤0.01% 494

Other funds holding VLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Consolidated Planning Corp's VLO Position: Q3 2025 in Review

Consolidated Planning Corp sold out of Valero Energy (VLO) in Q3 2025, closing a stake of 2,525 shares — an estimated $339K sold.

Consolidated Planning Corp first reported a position in VLO in Q3 2021 and held it in 5 quarters. The position peaked at $679K in Q3 2024. 1,557 funds tracked by Wall St. Rank hold VLO as of Q3 2025.

  • Consolidated Planning Corp reported no remaining Valero Energy position as of Q3 2025 after selling out during the quarter.
  • Consolidated Planning Corp sold 2,525 Valero Energy shares in Q3 2025, an estimated $339K.
  • Consolidated Planning Corp first reported a position in Valero Energy in Q3 2021 and held it in 5 quarters.
  • Consolidated Planning Corp's Valero Energy position peaked at $679K in Q3 2024.
  • 1,557 funds tracked by Wall St. Rank held Valero Energy as of Q3 2025.

Based on Consolidated Planning Corp's 13F filing for Q3 2025, filed 27 Oct 2025.