Pinnacle Wealth Planning Services’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | +$10.3K | 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
Pinnacle Wealth Planning Services's VLO Position: Q2 2026 in Review
Pinnacle Wealth Planning Services reduced its Valero Energy (VLO) stake by 90% in Q2 2026, selling an estimated $1.12M and leaving 518 shares worth $135K. The position accounts for 0.01% of the portfolio, ranked #715.
Pinnacle Wealth Planning Services first reported a position in VLO in Q2 2018 and has held it in 30 quarters since. The position peaked at $1.25M in Q1 2026. 1,979 funds tracked by Wall St. Rank hold VLO as of Q2 2026.
- Pinnacle Wealth Planning Services held 518 shares of Valero Energy worth $135K as of Q2 2026.
- Pinnacle Wealth Planning Services sold 4,534 Valero Energy shares in Q2 2026, an estimated $1.12M.
- Valero Energy made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #715 holding.
- Pinnacle Wealth Planning Services first reported a position in Valero Energy in Q2 2018 and has held it in 30 quarters since.
- Pinnacle Wealth Planning Services's Valero Energy position peaked at $1.25M in Q1 2026.
- 1,979 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.
Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.