Planned Solutions’s Valero Energy VLO Stock Holding History

Planned Solutions’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	$288K	Buy	+743	New	+$251K	0.08%	112
2024 Q4	–	Sell	-1,269	Closed	-$171K	–	617
2024 Q3	$171K	Buy	+1,269	New	+$184K	0.07%	131
2024 Q2	–	Sell	-1,269	Closed	-$217K	–	112
2024 Q1	$217K	Hold	1,269	–	–	0.11%	90
2023 Q4	$165K	Buy	+1,269	New	+$161K	0.08%	110
2021 Q1	–	Sell	-724	Closed	-$41K	–	395
2020 Q4	$41K	Hold	724	–	–	0.03%	227
2020 Q3	$31K	Buy	+724	New	+$37.9K	0.03%	192

Other funds holding VLO

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

Cincinnati Financial Corp Fairfield, Ohio $5.32B AUM 18.6% 1-Year Est. Return

AHT

Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Planned Solutions's VLO Position: Q3 2026 in Review

Planned Solutions opened a new position in Valero Energy (VLO) in Q3 2026: 743 shares worth $288K. The stake represents 0.08% of the portfolio and ranks #112 among its holdings. This is a return to the name: Planned Solutions previously reported a position in VLO as recently as Q3 2024.

Planned Solutions first reported a position in VLO in Q3 2020 and has held it in 6 quarters since. 1,121 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

Planned Solutions held 743 shares of Valero Energy worth $288K as of Q3 2026.
Valero Energy was a new Planned Solutions position in Q3 2026.
Valero Energy made up 0.08% of Planned Solutions's portfolio in Q3 2026, its #112 holding.
Planned Solutions first reported a position in Valero Energy in Q3 2020 and has held it in 6 quarters since.
1,121 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on Planned Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.