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 Q3	$8.53K	Buy	22 +3	+16%	+$1.01K	0.01%	359
2026 Q2	$4.95K	Buy	+19	New	+$4.68K	﹤0.01%	421

Other funds holding VLO

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Planning Strategies's VLO Position: Q3 2026 in Review

Planning Strategies increased its Valero Energy (VLO) stake by 16% in Q3 2026, buying an estimated $1.01K and bringing the position to 22 shares worth $8.53K. The position accounts for 0.01% of the portfolio, ranked #359.

Planning Strategies first reported a position in VLO in Q2 2026 and has held it in 2 quarters since. 1,932 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

Planning Strategies held 22 shares of Valero Energy worth $8.53K as of Q3 2026.
Planning Strategies bought 3 Valero Energy shares in Q3 2026, an estimated $1.01K.
Valero Energy made up 0.01% of Planning Strategies's portfolio in Q3 2026, its #359 holding.
Planning Strategies first reported a position in Valero Energy in Q2 2026 and has held it in 2 quarters since.
1,932 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.