Creative Planning
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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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Creative Planning's VLO Position: Q1 2026 in Review

Creative Planning increased its Valero Energy (VLO) stake by 6.7% in Q1 2026, buying an estimated $1.55M and bringing the position to 119,745 shares worth $29.6M. The position accounts for 0.02% of the portfolio, ranked #317.

Creative Planning first reported a position in VLO in Q2 2013 and has held it in 52 quarters since. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Creative Planning held 119,745 shares of Valero Energy worth $29.6M as of Q1 2026.
  • Creative Planning bought 7,520 Valero Energy shares in Q1 2026, an estimated $1.55M.
  • Valero Energy made up 0.02% of Creative Planning's portfolio in Q1 2026, its #317 holding.
  • Creative Planning first reported a position in Valero Energy in Q2 2013 and has held it in 52 quarters since.
  • 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.