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Kerr Financial Planning’s Valero Energy VLO Stock Holding History

Kerr Financial 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 		$5.96K Hold
23
– – 0.01% 421
2026
Q1 		$5.45K Buy
23
+1
+5% +$206 ﹤0.01% 416
2025
Q4 		$4.41K Sell
22
-10
-31% -$1.69K 0.01% 425
2025
Q3 		$5.92K Buy
+32
New +$4.77K 0.01% 408

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

Kerr Financial Planning's VLO Position: Q2 2026 in Review

Kerr Financial Planning held its Valero Energy (VLO) position steady in Q2 2026 at 23 shares worth $5.96K. The position accounts for 0.01% of the portfolio, ranked #421.

Kerr Financial Planning first reported a position in VLO in Q3 2025 and has held it in 4 quarters since. 1,967 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Kerr Financial Planning held 23 shares of Valero Energy worth $5.96K as of Q2 2026.
  • Kerr Financial Planning left its Valero Energy share count unchanged in Q2 2026.
  • Valero Energy made up 0.01% of Kerr Financial Planning's portfolio in Q2 2026, its #421 holding.
  • Kerr Financial Planning first reported a position in Valero Energy in Q3 2025 and has held it in 4 quarters since.
  • 1,967 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.