PlanVest Financial’s Valero Energy VLO Stock Holding History

PlanVest Financial’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	$11.4K	Buy	44 +1	+2%	+$246	0.01%	392
2026 Q1	$10.8K	Buy	+43	New	+$8.87K	0.01%	366

Other funds holding VLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PlanVest Financial's VLO Position: Q2 2026 in Review

PlanVest Financial increased its Valero Energy (VLO) stake by 2.3% in Q2 2026, buying an estimated $246 and bringing the position to 44 shares worth $11.4K. The position accounts for 0.01% of the portfolio, ranked #392.

PlanVest Financial first reported a position in VLO in Q1 2026 and has held it in 2 quarters since. 1,934 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

PlanVest Financial held 44 shares of Valero Energy worth $11.4K as of Q2 2026.
PlanVest Financial bought 1 Valero Energy share in Q2 2026, an estimated $246.
Valero Energy made up 0.01% of PlanVest Financial's portfolio in Q2 2026, its #392 holding.
PlanVest Financial first reported a position in Valero Energy in Q1 2026 and has held it in 2 quarters since.
1,934 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.