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Cornerstone Planning Group’s Valero Energy VLO Stock Holding History

Cornerstone Planning Group’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 		$28.4K Sell
91
-16
-15% -$3.94K ﹤0.01% 567
2026
Q1 		$26.9K Buy
107
+27
+34% +$5.57K ﹤0.01% 575
2025
Q4 		$14.7K Buy
80
+17
+27% +$2.88K ﹤0.01% 678
2025
Q3 		$26K Sell
63
-32
-34% -$4.77K ﹤0.01% 501
2025
Q2 		$13K Sell
95
-44
-32% -$5.48K ﹤0.01% 499
2025
Q1 		$16K Buy
139
+20
+17% +$2.65K ﹤0.01% 456
2024
Q4 		$16.8K Sell
119
-5
-4% -$669 ﹤0.01% 337
2024
Q3 		$15.9K Buy
124
+2
+2% +$290 ﹤0.01% 339
2024
Q2 		$18K Sell
122
-152
-55% -$24.5K 0.01% 331
2024
Q1 		$42.9K Buy
274
+160
+140% +$22.9K 0.01% 188
2023
Q4 		$14.8K Sell
114
-2
-2% -$254 ﹤0.01% 361
2023
Q3 		$16.4K Buy
116
+2
+2% +$262 0.01% 337
2023
Q2 		$13.3K Buy
+114
New +$13.2K 0.01% 548
2022
Q4 		$20.1K Buy
+144
New +$18.1K 0.01% 440

Other funds holding VLO

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Cornerstone Planning Group's VLO Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Valero Energy (VLO) stake by 15% in Q2 2026, selling an estimated $3.94K and leaving 91 shares worth $28.4K. The position accounts for ﹤0.01% of the portfolio, ranked #567.

Cornerstone Planning Group first reported a position in VLO in Q4 2022 and has held it in 14 quarters since. The position peaked at $42.9K in Q1 2024. 1,323 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Cornerstone Planning Group held 91 shares of Valero Energy worth $28.4K as of Q2 2026.
  • Cornerstone Planning Group sold 16 Valero Energy shares in Q2 2026, an estimated $3.94K.
  • Valero Energy made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #567 holding.
  • Cornerstone Planning Group first reported a position in Valero Energy in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's Valero Energy position peaked at $42.9K in Q1 2024.
  • 1,323 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.