Obsidian Personal Planning Solutions’s Valero Energy VLO Stock Holding History

Obsidian Personal Planning Solutions’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
2025 Q3	$254K	Hold	1,500	–	–	0.09%	95
2025 Q2	$202K	Buy	+1,500	New	+$187K	0.08%	112
2024 Q3	–	Sell	-1,500	Closed	-$235K	–	108
2024 Q2	$235K	Hold	1,500	–	–	0.14%	80
2024 Q1	$240K	Buy	+1,500	New	+$215K	0.16%	76
2023 Q4	–	Sell	-1,500	Closed	-$213K	–	86
2023 Q3	$213K	Buy	+1,500	New	+$197K	0.18%	73
2023 Q2	–	Sell	-1,500	Closed	-$209K	–	73
2023 Q1	$209K	Buy	+1,500	New	+$202K	0.31%	52

Other funds holding VLO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Obsidian Personal Planning Solutions's VLO Position: Q3 2025 in Review

Obsidian Personal Planning Solutions held its Valero Energy (VLO) position steady in Q3 2025 at 1,500 shares worth $254K. The position accounts for 0.09% of the portfolio, ranked #95.

Obsidian Personal Planning Solutions first reported a position in VLO in Q1 2023 and has held it in 6 quarters since. 1,554 funds tracked by Wall St. Rank hold VLO as of Q3 2025.

Obsidian Personal Planning Solutions held 1,500 shares of Valero Energy worth $254K as of Q3 2025.
Obsidian Personal Planning Solutions left its Valero Energy share count unchanged in Q3 2025.
Valero Energy made up 0.09% of Obsidian Personal Planning Solutions's portfolio in Q3 2025, its #95 holding.
Obsidian Personal Planning Solutions first reported a position in Valero Energy in Q1 2023 and has held it in 6 quarters since.
1,554 funds tracked by Wall St. Rank held Valero Energy as of Q3 2025.

Based on Obsidian Personal Planning Solutions's 13F filing for Q3 2025, filed 13 Nov 2025.