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Holistic Planning’s Valero Energy VLO Stock Holding History

Holistic 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
2026
Q1 		$491K Sell
1,987
-469
-19% -$96.7K 0.1% 181
2025
Q4 		$400K Buy
2,456
+96
+4% +$16.3K 0.09% 190
2025
Q3 		$402K Buy
2,360
+10
+0.4% +$1.49K 0.11% 148
2025
Q2 		$316K Buy
+2,350
New +$293K 0.09% 168
2024
Q3 		– Sell
-1,394
Closed -$238K – 165
2024
Q2 		$238K Hold
1,394
– – 0.18% 102
2024
Q1 		$238K Buy
+1,394
New +$200K 0.18% 102

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

Holistic Planning's VLO Position: Q1 2026 in Review

Holistic Planning reduced its Valero Energy (VLO) stake by 19% in Q1 2026, selling an estimated $96.7K and leaving 1,987 shares worth $491K. The position accounts for 0.1% of the portfolio, ranked #181.

Holistic Planning first reported a position in VLO in Q1 2024 and has held it in 6 quarters since. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Holistic Planning held 1,987 shares of Valero Energy worth $491K as of Q1 2026.
  • Holistic Planning sold 469 Valero Energy shares in Q1 2026, an estimated $96.7K.
  • Valero Energy made up 0.1% of Holistic Planning's portfolio in Q1 2026, its #181 holding.
  • Holistic Planning first reported a position in Valero Energy in Q1 2024 and has held it in 6 quarters since.
  • 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.