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Planning Strategies’s Valero Energy VLO Stock Holding History

Planning Strategies’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 		$4.95K Buy
+19
New +$4.68K ﹤0.01% 421

Other funds holding VLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Planning Strategies's VLO Position: Q2 2026 in Review

Planning Strategies opened a new position in Valero Energy (VLO) in Q2 2026: 19 shares worth $4.95K. The stake represents ﹤0.01% of the portfolio and ranks #421 among its holdings.

1,870 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Planning Strategies held 19 shares of Valero Energy worth $4.95K as of Q2 2026.
  • Valero Energy was a new Planning Strategies position in Q2 2026.
  • Valero Energy made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #421 holding.
  • 1,870 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.