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Planning Capital Management Corporation’s Valero Energy VLO Stock Holding History

Planning Capital Management Corporation’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
Q3 		$16.7K Buy
123
+93
+310% +$13.5K 0.01% 342
2024
Q2 		$4.7K Hold
30
– – ﹤0.01% 466
2024
Q1 		$5.12K Hold
30
– – ﹤0.01% 476
2023
Q4 		$3.9K Buy
+30
New +$3.82K ﹤0.01% 514

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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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Planning Capital Management Corporation's VLO Position: Q3 2024 in Review

Planning Capital Management Corporation increased its Valero Energy (VLO) stake by 310% in Q3 2024, buying an estimated $13.5K and bringing the position to 123 shares worth $16.7K. The position accounts for 0.01% of the portfolio, ranked #342.

Planning Capital Management Corporation first reported a position in VLO in Q4 2023 and has held it in 4 quarters since. 1,446 funds tracked by Wall St. Rank hold VLO as of Q3 2024.

  • Planning Capital Management Corporation held 123 shares of Valero Energy worth $16.7K as of Q3 2024.
  • Planning Capital Management Corporation bought 93 Valero Energy shares in Q3 2024, an estimated $13.5K.
  • Valero Energy made up 0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #342 holding.
  • Planning Capital Management Corporation first reported a position in Valero Energy in Q4 2023 and has held it in 4 quarters since.
  • 1,446 funds tracked by Wall St. Rank held Valero Energy as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.