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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
2026
Q2 		$191K Buy
+732
New +$180K 0.03% 191
2025
Q1 		– Sell
-6,701
Closed -$822K – 111
2024
Q4 		$822K Buy
+6,701
New +$896K 0.56% 59

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 $3.38T AUM 44.17% 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

Peak Retirement Planning's VLO Position: Q2 2026 in Review

Peak Retirement Planning opened a new position in Valero Energy (VLO) in Q2 2026: 732 shares worth $191K. The stake represents 0.03% of the portfolio and ranks #191 among its holdings. This is a return to the name: Peak Retirement Planning previously reported a position in VLO as recently as Q4 2024.

Peak Retirement Planning first reported a position in VLO in Q4 2024 and has held it in 2 quarters since. The position peaked at $822K in Q4 2024. 1,982 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Peak Retirement Planning held 732 shares of Valero Energy worth $191K as of Q2 2026.
  • Valero Energy was a new Peak Retirement Planning position in Q2 2026.
  • Valero Energy made up 0.03% of Peak Retirement Planning's portfolio in Q2 2026, its #191 holding.
  • Peak Retirement Planning first reported a position in Valero Energy in Q4 2024 and has held it in 2 quarters since.
  • Peak Retirement Planning's Valero Energy position peaked at $822K in Q4 2024.
  • 1,982 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.