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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
Q1 		$252K Buy
+1,021
New +$210K 0.06% 189

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

Plan Group Financial's VLO Position: Q1 2026 in Review

Plan Group Financial opened a new position in Valero Energy (VLO) in Q1 2026: 1,021 shares worth $252K. The stake represents 0.06% of the portfolio and ranks #189 among its holdings.

1,862 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Plan Group Financial held 1,021 shares of Valero Energy worth $252K as of Q1 2026.
  • Valero Energy was a new Plan Group Financial position in Q1 2026.
  • Valero Energy made up 0.06% of Plan Group Financial's portfolio in Q1 2026, its #189 holding.
  • 1,862 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.