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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
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

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

Intrepid Financial Planning Group's VLO Position: Q2 2026 in Review

Intrepid Financial Planning Group held its Valero Energy (VLO) position steady in Q2 2026 at 2,874 shares worth $749K. The position accounts for 0.25% of the portfolio, ranked #59.

Intrepid Financial Planning Group first reported a position in VLO in Q4 2022 and has held it in 15 quarters since. 1,979 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Intrepid Financial Planning Group held 2,874 shares of Valero Energy worth $749K as of Q2 2026.
  • Intrepid Financial Planning Group left its Valero Energy share count unchanged in Q2 2026.
  • Valero Energy made up 0.25% of Intrepid Financial Planning Group's portfolio in Q2 2026, its #59 holding.
  • Intrepid Financial Planning Group first reported a position in Valero Energy in Q4 2022 and has held it in 15 quarters since.
  • 1,979 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.