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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Pinnacle Wealth Planning Services's VLO Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Valero Energy (VLO) stake by 1.1% in Q1 2026, buying an estimated $11.3K and bringing the position to 5,052 shares worth $1.25M. The position accounts for 0.13% of the portfolio, ranked #87.

Pinnacle Wealth Planning Services first reported a position in VLO in Q2 2018 and has held it in 29 quarters since. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Pinnacle Wealth Planning Services held 5,052 shares of Valero Energy worth $1.25M as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 55 Valero Energy shares in Q1 2026, an estimated $11.3K.
  • Valero Energy made up 0.13% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #87 holding.
  • Pinnacle Wealth Planning Services first reported a position in Valero Energy in Q2 2018 and has held it in 29 quarters since.
  • 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.