Peak Retirement Planning’s Valero Energy VLO Stock Holding History

Peak Retirement 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
2025 Q1	–	Sell	-6,701	Closed	-$822K	–	111
2024 Q4	$822K	Buy	+6,701	New	+$896K	0.56%	59

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

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Peak Retirement Planning's VLO Position: Q1 2025 in Review

Peak Retirement Planning sold out of Valero Energy (VLO) in Q1 2025, closing a stake of 6,701 shares — an estimated $822K sold.

Peak Retirement Planning first reported a position in VLO in Q4 2024 and held it in 1 quarter. The position peaked at $822K in Q4 2024. 1,467 funds tracked by Wall St. Rank hold VLO as of Q1 2025.

Peak Retirement Planning reported no remaining Valero Energy position as of Q1 2025 after selling out during the quarter.
Peak Retirement Planning sold 6,701 Valero Energy shares in Q1 2025, an estimated $822K.
Peak Retirement Planning first reported a position in Valero Energy in Q4 2024 and held it in 1 quarter.
Peak Retirement Planning's Valero Energy position peaked at $822K in Q4 2024.
1,467 funds tracked by Wall St. Rank held Valero Energy as of Q1 2025.

Based on Peak Retirement Planning's 13F filing for Q1 2025, filed 4 Nov 2025.