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PDS Planning’s Valero Energy VLO Stock Holding History

PDS 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
Q1 		$444K Sell
1,795
-19
-1% -$3.92K 0.03% 293
2025
Q4 		$295K Buy
1,814
+45
+3% +$7.62K 0.02% 390
2025
Q3 		$301K Buy
1,769
+24
+1% +$3.58K 0.02% 373
2025
Q2 		$235K Buy
1,745
+211
+14% +$26.3K 0.02% 435
2025
Q1 		$203K Buy
+1,534
New +$204K 0.02% 437
2024
Q2 		– Sell
-1,280
Closed -$218K – 415
2024
Q1 		$218K Buy
+1,280
New +$183K 0.02% 341

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

PDS Planning's VLO Position: Q1 2026 in Review

PDS Planning reduced its Valero Energy (VLO) stake by 1% in Q1 2026, selling an estimated $3.92K and leaving 1,795 shares worth $444K. The position accounts for 0.03% of the portfolio, ranked #293.

PDS Planning first reported a position in VLO in Q1 2024 and has held it in 6 quarters since. 1,861 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • PDS Planning held 1,795 shares of Valero Energy worth $444K as of Q1 2026.
  • PDS Planning sold 19 Valero Energy shares in Q1 2026, an estimated $3.92K.
  • Valero Energy made up 0.03% of PDS Planning's portfolio in Q1 2026, its #293 holding.
  • PDS Planning first reported a position in Valero Energy in Q1 2024 and has held it in 6 quarters since.
  • 1,861 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.