Financial Life Planners’s Valero Energy VLO Stock Holding History

Financial Life Planners’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	$29.6K	Buy	114 +1	+0.9%	+$246	0.02%	160
2026 Q1	$27.9K	Buy	+113	New	+$23.3K	0.02%	154
2025 Q4	–	Sell	-112	Closed	-$19K	–	320
2025 Q3	$19K	Buy	+112	New	+$16.7K	0.01%	209
2025 Q1	–	Sell	-109	Closed	-$13.4K	–	371
2024 Q4	$13.4K	Buy	+109	New	+$14.6K	0.01%	237

Other funds holding VLO

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Financial Life Planners's VLO Position: Q2 2026 in Review

Financial Life Planners increased its Valero Energy (VLO) stake by 0.88% in Q2 2026, buying an estimated $246 and bringing the position to 114 shares worth $29.6K. The position accounts for 0.02% of the portfolio, ranked #160.

Financial Life Planners first reported a position in VLO in Q4 2024 and has held it in 4 quarters since. 875 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Financial Life Planners held 114 shares of Valero Energy worth $29.6K as of Q2 2026.
Financial Life Planners bought 1 Valero Energy share in Q2 2026, an estimated $246.
Valero Energy made up 0.02% of Financial Life Planners's portfolio in Q2 2026, its #160 holding.
Financial Life Planners first reported a position in Valero Energy in Q4 2024 and has held it in 4 quarters since.
875 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.