Intrepid Financial Planning Group’s Valero Energy VLO Stock Holding History

Intrepid Financial Planning Group’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 Q3	$1.22M	Buy	3,153 +279	+10%	+$94.2K	0.36%	49
2026 Q2	$749K	Hold	2,874	–	–	0.25%	59
2026 Q1	$710K	Buy	2,874 +300	+12%	+$61.8K	0.29%	61
2025 Q4	$419K	Hold	2,574	–	–	0.16%	83
2025 Q3	$438K	Hold	2,574	–	–	0.17%	84
2025 Q2	$346K	Hold	2,574	–	–	0.15%	86
2025 Q1	$340K	Sell	2,574 -50	-2%	-$6.63K	0.16%	88
2024 Q4	$322K	Sell	2,624 -975	-27%	-$130K	0.14%	90
2024 Q3	$486K	Hold	3,599	–	–	0.21%	72
2024 Q2	$564K	Sell	3,599 -100	-3%	-$16.1K	0.24%	64
2024 Q1	$631K	Sell	3,699 -100	-3%	-$14.3K	0.27%	59
2023 Q4	$494K	Buy	3,799 +100	+3%	+$12.7K	0.24%	69
2023 Q3	$524K	Buy	3,699 +440	+14%	+$57.6K	0.27%	59
2023 Q2	$382K	Buy	3,259 +210	+7%	+$24.4K	0.18%	75
2023 Q1	$426K	Buy	3,049 +439	+17%	+$59K	0.21%	69
2022 Q4	$331K	Buy	+2,610	New	+$328K	0.18%	77

Other funds holding VLO

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Intrepid Financial Planning Group's VLO Position: Q3 2026 in Review

Intrepid Financial Planning Group increased its Valero Energy (VLO) stake by 9.7% in Q3 2026, buying an estimated $94.2K and bringing the position to 3,153 shares worth $1.22M. The position accounts for 0.36% of the portfolio, ranked #49.

Intrepid Financial Planning Group first reported a position in VLO in Q4 2022 and has held it in 16 quarters since. 1,706 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

Intrepid Financial Planning Group held 3,153 shares of Valero Energy worth $1.22M as of Q3 2026.
Intrepid Financial Planning Group bought 279 Valero Energy shares in Q3 2026, an estimated $94.2K.
Valero Energy made up 0.36% of Intrepid Financial Planning Group's portfolio in Q3 2026, its #49 holding.
Intrepid Financial Planning Group first reported a position in Valero Energy in Q4 2022 and has held it in 16 quarters since.
1,706 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q3 2026, filed 12 Nov 2026.