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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
Q2 		$504K Sell
1,937
-50
-3% -$12.3K 0.08% 205
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 $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 $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 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

Holistic Planning's VLO Position: Q2 2026 in Review

Holistic Planning reduced its Valero Energy (VLO) stake by 2.5% in Q2 2026, selling an estimated $12.3K and leaving 1,937 shares worth $504K. The position accounts for 0.08% of the portfolio, ranked #205.

Holistic Planning first reported a position in VLO in Q1 2024 and has held it in 7 quarters since. 1,978 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Holistic Planning held 1,937 shares of Valero Energy worth $504K as of Q2 2026.
  • Holistic Planning sold 50 Valero Energy shares in Q2 2026, an estimated $12.3K.
  • Valero Energy made up 0.08% of Holistic Planning's portfolio in Q2 2026, its #205 holding.
  • Holistic Planning first reported a position in Valero Energy in Q1 2024 and has held it in 7 quarters since.
  • 1,978 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.