Creative Financial Designs’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $85K | Sell |
326
-240
| -42% | -$59.1K | ﹤0.01% | 850 |
|
|
2026
Q1 | $140K | Buy |
566
+526
| +1,315% | +$108K | 0.01% | 608 |
|
|
2025
Q4 | $6.51K | Hold |
40
| – | – | ﹤0.01% | 1448 |
|
|
2025
Q3 | $6.81K | Hold |
40
| – | – | ﹤0.01% | 1458 |
|
|
2025
Q2 | $5.38K | Sell |
40
-16
| -29% | -$1.99K | ﹤0.01% | 1506 |
|
|
2025
Q1 | $7.4K | Buy |
56
+21
| +60% | +$2.79K | ﹤0.01% | 1372 |
|
|
2024
Q4 | $4.29K | Sell |
35
-365
| -91% | -$48.8K | ﹤0.01% | 1458 |
|
|
2024
Q3 | $54K | Hold |
400
| – | – | ﹤0.01% | 763 |
|
|
2024
Q2 | $62.7K | Hold |
400
| – | – | 0.01% | 694 |
|
|
2024
Q1 | $68.3K | Hold |
400
| – | – | 0.01% | 649 |
|
|
2023
Q4 | $52K | Hold |
400
| – | – | 0.01% | 674 |
|
|
2023
Q3 | $56.7K | Hold |
400
| – | – | 0.01% | 599 |
|
|
2023
Q2 | $46.9K | Hold |
400
| – | – | 0.01% | 651 |
|
|
2023
Q1 | $55.8K | Hold |
400
| – | – | 0.01% | 574 |
|
|
2022
Q4 | $50.7K | Hold |
400
| – | – | 0.01% | 570 |
|
|
2022
Q3 | $43K | Sell |
400
-200
| -33% | -$22K | 0.01% | 587 |
|
|
2022
Q2 | $64K | Buy |
600
+400
| +200% | +$47.3K | 0.01% | 510 |
|
|
2022
Q1 | $20K | Buy |
+200
| New | +$17.3K | ﹤0.01% | 767 |
|
|
2021
Q2 | – | Sell |
-184
| Closed | -$13K | – | 1442 |
|
|
2021
Q1 | $13K | Hold |
184
| – | – | ﹤0.01% | 891 |
|
|
2020
Q4 | $10K | Hold |
184
| – | – | ﹤0.01% | 876 |
|
|
2020
Q3 | $8K | Sell |
184
-1,245
| -87% | -$65.2K | ﹤0.01% | 854 |
|
|
2020
Q2 | $84K | Buy |
+1,429
| New | +$85.4K | 0.03% | 320 |
|
|
2019
Q2 | – | Sell |
-645
| Closed | -$55K | – | 603 |
|
|
2019
Q1 | $55K | Buy |
645
+7
| +1% | +$578 | 0.03% | 215 |
|
|
2018
Q4 | $48K | Buy |
638
+7
| +1% | +$615 | 0.03% | 198 |
|
|
2018
Q3 | $72K | Buy |
631
+4
| +0.6% | +$454 | 0.04% | 188 |
|
|
2018
Q2 | $70K | Buy |
627
+4
| +0.6% | +$449 | 0.04% | 203 |
|
|
2018
Q1 | $58K | Buy |
623
+5
| +0.8% | +$467 | 0.04% | 210 |
|
|
2017
Q4 | $57K | Buy |
618
+5
| +0.8% | +$412 | 0.04% | 208 |
|
|
2017
Q3 | $47K | Buy |
613
+6
| +1% | +$413 | 0.03% | 246 |
|
|
2017
Q2 | $41K | Buy |
607
+7
| +1% | +$454 | 0.03% | 254 |
|
|
2017
Q1 | $40K | Hold |
600
| – | – | 0.03% | 252 |
|
|
2016
Q4 | $41K | Buy |
+600
| New | +$36.9K | 0.03% | 243 |
|
Other funds holding VLO
Creative Financial Designs's VLO Position: Q2 2026 in Review
Creative Financial Designs reduced its Valero Energy (VLO) stake by 42% in Q2 2026, selling an estimated $59.1K and leaving 326 shares worth $85K. The position accounts for ﹤0.01% of the portfolio, ranked #850.
Creative Financial Designs first reported a position in VLO in Q4 2016 and has held it in 32 quarters since. The position peaked at $140K in Q1 2026. 1,982 funds tracked by Wall St. Rank hold VLO as of Q2 2026.
- Creative Financial Designs held 326 shares of Valero Energy worth $85K as of Q2 2026.
- Creative Financial Designs sold 240 Valero Energy shares in Q2 2026, an estimated $59.1K.
- Valero Energy made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #850 holding.
- Creative Financial Designs first reported a position in Valero Energy in Q4 2016 and has held it in 32 quarters since.
- Creative Financial Designs's Valero Energy position peaked at $140K in Q1 2026.
- 1,982 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.
Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.