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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Plan Group Financial's VLO Position: Q2 2026 in Review

Plan Group Financial reduced its Valero Energy (VLO) stake by 0.69% in Q2 2026, selling an estimated $1.72K and leaving 1,014 shares worth $264K. The position accounts for 0.05% of the portfolio, ranked #196.

Plan Group Financial first reported a position in VLO in Q1 2026 and has held it in 2 quarters since. 1,980 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Plan Group Financial held 1,014 shares of Valero Energy worth $264K as of Q2 2026.
Plan Group Financial sold 7 Valero Energy shares in Q2 2026, an estimated $1.72K.
Valero Energy made up 0.05% of Plan Group Financial's portfolio in Q2 2026, its #196 holding.
Plan Group Financial first reported a position in Valero Energy in Q1 2026 and has held it in 2 quarters since.
1,980 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.