Creative Planning’s Valero Energy VLO Stock Holding History

Creative 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
2019 Q2	–	Sell	-1,000	Closed	-$10K	–	2126
2019 Q1	$10K	Buy	1,000 +100	+11%	+$8.26K	﹤0.01%	1879
2018 Q4	$2K	Buy	900 +700	+350%	+$61.5K	﹤0.01%	1908
2018 Q3	$1K	Buy	+200	New	+$22.7K	﹤0.01%	2061
2017 Q1	–	Sell	-1,000	Closed	-$14K	–	4919
2016 Q4	$14K	Hold	1,000	–	–	﹤0.01%	3332
2016 Q3	$3K	Buy	+1,000	New	+$53.3K	﹤0.01%	4133

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

Creative Planning's VLO Position: Q2 2026 in Review

Creative Planning increased its Valero Energy (VLO) stake by 16% in Q2 2026, buying an estimated $4.83M and bringing the position to 139,348 shares worth $36.3M. The position accounts for 0.02% of the portfolio, ranked #303.

Creative Planning first reported a position in VLO in Q2 2013 and has held it in 53 quarters since. 1,979 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Creative Planning held 139,348 shares of Valero Energy worth $36.3M as of Q2 2026.
Creative Planning bought 19,603 Valero Energy shares in Q2 2026, an estimated $4.83M.
Valero Energy made up 0.02% of Creative Planning's portfolio in Q2 2026, its #303 holding.
Creative Planning first reported a position in Valero Energy in Q2 2013 and has held it in 53 quarters since.
1,979 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.