Plan Group Financial
VLO icon

Plan Group Financial’s Valero Energy VLO Stock Holding History

Plan Group Financial’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 		$461K Buy
1,064
+50
+5% +$16.9K 0.09% 129
2026
Q2 		$264K Sell
1,014
-7
-0.7% -$1.72K 0.05% 196
2026
Q1 		$252K Buy
+1,021
New +$210K 0.06% 189

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

Plan Group Financial's VLO Position: Q3 2026 in Review

Plan Group Financial increased its Valero Energy (VLO) stake by 4.9% in Q3 2026, buying an estimated $16.9K and bringing the position to 1,064 shares worth $461K. The position accounts for 0.09% of the portfolio, ranked #129.

Plan Group Financial first reported a position in VLO in Q1 2026 and has held it in 3 quarters since. 702 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • Plan Group Financial held 1,064 shares of Valero Energy worth $461K as of Q3 2026.
  • Plan Group Financial bought 50 Valero Energy shares in Q3 2026, an estimated $16.9K.
  • Valero Energy made up 0.09% of Plan Group Financial's portfolio in Q3 2026, its #129 holding.
  • Plan Group Financial first reported a position in Valero Energy in Q1 2026 and has held it in 3 quarters since.
  • 702 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.