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Plante Moran Financial Advisors’s Valero Energy VLO Stock Holding History

Plante Moran Financial Advisors’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 		$126K Buy
485
+4
+0.8% +$985 0.01% 217
2026
Q1 		$119K Hold
481
– – 0.01% 207
2025
Q4 		$78.3K Sell
481
-12
-2% -$2.03K 0.01% 267
2025
Q3 		$83.9K Sell
493
-120
-20% -$17.9K 0.01% 270
2025
Q2 		$82.4K Buy
613
+10
+2% +$1.25K 0.01% 267
2025
Q1 		$79.6K Sell
603
-3
-0.5% -$398 0.01% 275
2024
Q4 		$74.3K Buy
606
+263
+77% +$35.2K 0.01% 298
2024
Q3 		$46.3K Buy
343
+7
+2% +$1.02K ﹤0.01% 400
2024
Q2 		$52.7K Buy
336
+70
+26% +$11.3K 0.01% 328
2024
Q1 		$45.4K Sell
266
-19
-7% -$2.72K ﹤0.01% 362
2023
Q4 		$37K Buy
285
+6
+2% +$763 ﹤0.01% 361
2023
Q3 		$39.5K Hold
279
– – ﹤0.01% 319
2023
Q2 		$32.7K Hold
279
– – ﹤0.01% 361
2023
Q1 		$38.9K Sell
279
-3
-1% -$403 0.01% 322
2022
Q4 		$35.8K Sell
282
-43
-13% -$5.4K 0.01% 361
2022
Q3 		$35K Sell
325
-150
-32% -$16.5K 0.01% 358
2022
Q2 		$50K Sell
475
-112
-19% -$13.3K 0.01% 316
2022
Q1 		$60K Sell
587
-462
-44% -$40.1K 0.01% 305
2021
Q4 		$79K Buy
1,049
+162
+18% +$12.1K 0.01% 285
2021
Q3 		$63K Buy
887
+100
+13% +$6.66K 0.01% 341
2021
Q2 		$61K Buy
787
+475
+152% +$36.8K 0.01% 329
2021
Q1 		$22K Sell
312
-1,600
-84% -$109K 0.01% 528
2020
Q4 		$108K Buy
1,912
+1,636
+593% +$80.3K 0.03% 238
2020
Q3 		$12K Hold
276
– – ﹤0.01% 582
2020
Q2 		$16K Buy
276
+10
+4% +$597 0.01% 470
2020
Q1 		$12K Buy
+266
New +$19.3K 0.01% 478
2019
Q4 		– Sell
-39
Closed -$3K – 909
2019
Q3 		$3K Sell
39
-671
-95% -$54.2K ﹤0.01% 752
2019
Q2 		$61K Buy
710
+300
+73% +$24.8K 0.02% 302
2019
Q1 		$35K Hold
410
– – 0.01% 395
2018
Q4 		$31K Buy
410
+300
+273% +$26.4K 0.01% 375
2018
Q3 		$13K Hold
110
– – ﹤0.01% 473
2018
Q2 		$12K Sell
110
-45
-29% -$5.05K 0.01% 528
2018
Q1 		$14K Sell
155
-38
-20% -$3.55K 0.01% 562
2017
Q4 		$18K Sell
193
-262
-58% -$21.6K 0.01% 518
2017
Q3 		$35K Sell
455
-932
-67% -$64.2K 0.02% 382
2017
Q2 		$94K Hold
1,387
– – 0.06% 208
2017
Q1 		$92K Sell
1,387
-500
-26% -$33.5K 0.06% 216
2016
Q4 		$129K Hold
1,887
– – 0.08% 186
2016
Q3 		$100K Sell
1,887
-180
-9% -$9.6K 0.07% 206
2016
Q2 		$105K Buy
2,067
+680
+49% +$38.5K 0.08% 180
2016
Q1 		$89K Hold
1,387
– – 0.07% 188
2015
Q4 		$98K Hold
1,387
– – 0.07% 190
2015
Q3 		$83K Sell
1,387
-291
-17% -$18.5K 0.07% 207
2015
Q2 		$105K Buy
1,678
+63
+4% +$3.72K 0.08% 182
2015
Q1 		$103K Buy
1,615
+704
+77% +$39.3K 0.07% 182
2014
Q4 		$45K Sell
911
-11
-1% -$533 0.03% 294
2014
Q3 		$43K Sell
922
-200
-18% -$10.1K 0.04% 285
2014
Q2 		$56K Buy
1,122
+591
+111% +$32.6K 0.05% 219
2014
Q1 		$28K Sell
531
-2,813
-84% -$144K 0.03% 219
2013
Q4 		$169K Buy
3,344
+658
+24% +$27.7K 0.1% 100
2013
Q3 		$92K Buy
+2,686
New +$94.9K 0.06% 121

Other funds holding VLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Plante Moran Financial Advisors's VLO Position: Q2 2026 in Review

Plante Moran Financial Advisors increased its Valero Energy (VLO) stake by 0.83% in Q2 2026, buying an estimated $985 and bringing the position to 485 shares worth $126K. The position accounts for 0.01% of the portfolio, ranked #217.

Plante Moran Financial Advisors first reported a position in VLO in Q3 2013 and has held it in 51 quarters since. The position peaked at $169K in Q4 2013. 1,212 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Plante Moran Financial Advisors held 485 shares of Valero Energy worth $126K as of Q2 2026.
  • Plante Moran Financial Advisors bought 4 Valero Energy shares in Q2 2026, an estimated $985.
  • Valero Energy made up 0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #217 holding.
  • Plante Moran Financial Advisors first reported a position in Valero Energy in Q3 2013 and has held it in 51 quarters since.
  • Plante Moran Financial Advisors's Valero Energy position peaked at $169K in Q4 2013.
  • 1,212 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.