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
2021 Q2	–	Sell	-6,000	Closed	-$1K	–	2593
2021 Q1	$1K	Buy	+6,000	New	+$408K	﹤0.01%	2599
2018 Q2	–	Sell	-21,000	Closed	-$40K	–	2181
2018 Q1	$40K	Buy	+21,000	New	+$1.96M	﹤0.01%	1840
2016 Q2	–	Sell	-2,000	Closed	-$3K	–	4538
2016 Q1	$3K	Buy	+2,000	New	+$127K	﹤0.01%	3841
2014 Q3	–	Sell	-200	Closed	-$1K	–	4170
2014 Q2	$1K	Buy	+200	New	+$11K	﹤0.01%	3671

Other funds holding VLO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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.