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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
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

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

Intrepid Financial Planning Group's VLO Position: Q1 2026 in Review

Intrepid Financial Planning Group increased its Valero Energy (VLO) stake by 12% in Q1 2026, buying an estimated $61.8K and bringing the position to 2,874 shares worth $710K. The position accounts for 0.29% of the portfolio, ranked #61.

Intrepid Financial Planning Group first reported a position in VLO in Q4 2022 and has held it in 14 quarters since. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Intrepid Financial Planning Group held 2,874 shares of Valero Energy worth $710K as of Q1 2026.
  • Intrepid Financial Planning Group bought 300 Valero Energy shares in Q1 2026, an estimated $61.8K.
  • Valero Energy made up 0.29% of Intrepid Financial Planning Group's portfolio in Q1 2026, its #61 holding.
  • Intrepid Financial Planning Group first reported a position in Valero Energy in Q4 2022 and has held it in 14 quarters since.
  • 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q1 2026, filed 13 May 2026.