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BFC Planning, Inc.’s Valero Energy VLO Stock Holding History

BFC Planning, Inc.’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 		$4.13M Sell
15,868
-16,828
-51% -$4.14M 0.17% 131
2026
Q1 		$8.08M Buy
32,696
+31,646
+3,014% +$6.52M 0.36% 48
2025
Q4 		$171K Buy
1,050
+61
+6% +$10.3K 0.01% 924
2025
Q3 		$168K Sell
989
-183
-16% -$27.3K 0.01% 741
2025
Q2 		$157K Buy
1,172
+9
+0.8% +$1.12K 0.01% 716
2025
Q1 		$153K Sell
1,163
-53
-4% -$7.03K 0.01% 712
2024
Q4 		$149K Buy
+1,216
New +$163K 0.01% 716

Other funds holding VLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BFC Planning, Inc.'s VLO Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Valero Energy (VLO) stake by 51% in Q2 2026, selling an estimated $4.14M and leaving 15,868 shares worth $4.13M. The position accounts for 0.17% of the portfolio, ranked #131.

BFC Planning, Inc. first reported a position in VLO in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.08M in Q1 2026. 1,990 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • BFC Planning, Inc. held 15,868 shares of Valero Energy worth $4.13M as of Q2 2026.
  • BFC Planning, Inc. sold 16,828 Valero Energy shares in Q2 2026, an estimated $4.14M.
  • Valero Energy made up 0.17% of BFC Planning, Inc.'s portfolio in Q2 2026, its #131 holding.
  • BFC Planning, Inc. first reported a position in Valero Energy in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Valero Energy position peaked at $8.08M in Q1 2026.
  • 1,990 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.