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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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Planned Solutions's VLO Position: Q4 2024 in Review

Planned Solutions sold out of Valero Energy (VLO) in Q4 2024, closing a stake of 1,269 shares — an estimated $171K sold.

Planned Solutions first reported a position in VLO in Q3 2020 and held it in 5 quarters. The position peaked at $217K in Q1 2024. 1,475 funds tracked by Wall St. Rank hold VLO as of Q4 2024.

  • Planned Solutions reported no remaining Valero Energy position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 1,269 Valero Energy shares in Q4 2024, an estimated $171K.
  • Planned Solutions first reported a position in Valero Energy in Q3 2020 and held it in 5 quarters.
  • Planned Solutions's Valero Energy position peaked at $217K in Q1 2024.
  • 1,475 funds tracked by Wall St. Rank held Valero Energy as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.