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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
Q2 		$470K Buy
1,806
+11
+0.6% +$2.71K 0.03% 313
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 $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

PDS Planning's VLO Position: Q2 2026 in Review

PDS Planning increased its Valero Energy (VLO) stake by 0.61% in Q2 2026, buying an estimated $2.71K and bringing the position to 1,806 shares worth $470K. The position accounts for 0.03% of the portfolio, ranked #313.

PDS Planning first reported a position in VLO in Q1 2024 and has held it in 7 quarters since. 1,979 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • PDS Planning held 1,806 shares of Valero Energy worth $470K as of Q2 2026.
  • PDS Planning bought 11 Valero Energy shares in Q2 2026, an estimated $2.71K.
  • Valero Energy made up 0.03% of PDS Planning's portfolio in Q2 2026, its #313 holding.
  • PDS Planning first reported a position in Valero Energy in Q1 2024 and has held it in 7 quarters since.
  • 1,979 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.