Pinnacle Wealth Planning Services
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Pinnacle Wealth Planning Services’s Valero Energy VLO Stock Holding History

Pinnacle Wealth Planning Services’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
Q3 		$219K Buy
565
+47
+9% +$15.9K 0.02% 473
2026
Q2 		$135K Sell
518
-4,534
-90% -$1.12M 0.01% 715
2026
Q1 		$1.25M Buy
5,052
+55
+1% +$11.3K 0.13% 87
2025
Q4 		$813K Sell
4,997
-2
-0% -$339 0.08% 124
2025
Q3 		$851K Sell
4,999
-559
-10% -$83.4K 0.1% 119
2025
Q2 		$747K Buy
5,558
+17
+0.3% +$2.12K 0.1% 127
2025
Q1 		$732K Buy
5,541
+78
+1% +$10.4K 0.11% 110
2024
Q4 		$670K Sell
5,463
-712
-12% -$95.3K 0.1% 119
2024
Q3 		$834K Sell
6,175
-24
-0.4% -$3.48K 0.11% 118
2024
Q2 		$972K Hold
6,199
– – 0.14% 96
2024
Q1 		$1.06M Buy
6,199
+2
+0% +$287 0.16% 94
2023
Q4 		$806K Sell
6,197
-3
-0% -$382 0.13% 109
2023
Q3 		$879K Sell
6,200
-13
-0.2% -$1.7K 0.14% 93
2023
Q2 		$729K Sell
6,213
-100
-2% -$11.6K 0.12% 115
2023
Q1 		$881K Buy
6,313
+12
+0.2% +$1.61K 0.15% 104
2022
Q4 		$799K Buy
6,301
+73
+1% +$9.16K 0.14% 100
2022
Q3 		$665K Sell
6,228
-130
-2% -$14.3K 0.12% 107
2022
Q2 		$676K Buy
6,358
+125
+2% +$14.8K 0.12% 115
2022
Q1 		$633K Buy
6,233
+121
+2% +$10.5K 0.12% 140
2021
Q4 		$460K Buy
6,112
+783
+15% +$58.3K 0.09% 166
2021
Q3 		$376K Sell
5,329
-378
-7% -$25.2K 0.08% 198
2021
Q2 		$446K Buy
5,707
+161
+3% +$12.5K 0.1% 157
2021
Q1 		$397K Buy
5,546
+472
+9% +$32.1K 0.1% 168
2020
Q4 		$288K Sell
5,074
-1,454
-22% -$71.3K 0.07% 205
2020
Q3 		$282K Sell
6,528
-2,087
-24% -$109K 0.09% 176
2020
Q2 		$506K Buy
8,615
+53
+0.6% +$3.17K 0.16% 98
2020
Q1 		$387K Buy
8,562
+5,192
+154% +$377K 0.18% 108
2019
Q4 		$315K Buy
3,370
+918
+37% +$86.8K 0.15% 142
2019
Q3 		$209K Buy
+2,452
New +$198K 0.11% 176
2018
Q4 		– Sell
-2,397
Closed -$273K – 189
2018
Q3 		$273K Sell
2,397
-22
-0.9% -$2.5K 0.25% 131
2018
Q2 		$268K Buy
+2,419
New +$271K 0.26% 126

Other funds holding VLO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Pinnacle Wealth Planning Services's VLO Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Valero Energy (VLO) stake by 9.1% in Q3 2026, buying an estimated $15.9K and bringing the position to 565 shares worth $219K. The position accounts for 0.02% of the portfolio, ranked #473.

Pinnacle Wealth Planning Services first reported a position in VLO in Q2 2018 and has held it in 31 quarters since. The position peaked at $1.25M in Q1 2026. 825 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • Pinnacle Wealth Planning Services held 565 shares of Valero Energy worth $219K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 47 Valero Energy shares in Q3 2026, an estimated $15.9K.
  • Valero Energy made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #473 holding.
  • Pinnacle Wealth Planning Services first reported a position in Valero Energy in Q2 2018 and has held it in 31 quarters since.
  • Pinnacle Wealth Planning Services's Valero Energy position peaked at $1.25M in Q1 2026.
  • 825 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.