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S.E.E.D. Planning Group’s Valero Energy VLO Stock Holding History

S.E.E.D. Planning Group’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 		$14.3M Sell
36,862
-7,710
-17% -$2.6M 3.5% 7
2026
Q2 		$11.6M Sell
44,572
-1,599
-3% -$394K 3.06% 13
2026
Q1 		$11.4M Sell
46,171
-24,225
-34% -$4.99M 3.31% 14
2025
Q4 		$11.5M Sell
70,396
-1,910
-3% -$324K 3.27% 12
2025
Q3 		$12.3M Sell
72,306
-8,992
-11% -$1.34M 3.59% 10
2025
Q2 		$10.9M Buy
81,298
+47,768
+142% +$5.95M 3.43% 12
2025
Q1 		$4.43M Sell
33,530
-1,459
-4% -$194K 1.49% 27
2024
Q4 		$4.29M Sell
34,989
-504
-1% -$67.4K 1.43% 27
2024
Q3 		$4.79M Sell
35,493
-724
-2% -$105K 1.59% 26
2024
Q2 		$5.68M Sell
36,217
-758
-2% -$122K 2.06% 19
2024
Q1 		$6.31M Sell
36,975
-1,907
-5% -$273K 2.3% 18
2023
Q4 		$5.05M Sell
38,882
-1,325
-3% -$169K 2.04% 19
2023
Q3 		$5.7M Sell
40,207
-2,931
-7% -$384K 2.2% 19
2023
Q2 		$5.06M Buy
43,138
+1,853
+4% +$215K 1.78% 23
2023
Q1 		$5.76M Sell
41,285
-7,787
-16% -$1.05M 2.22% 20
2022
Q4 		$6.23M Sell
49,072
-1,592
-3% -$200K 2.7% 16
2022
Q3 		$5.41M Sell
50,664
-2,012
-4% -$221K 2.53% 18
2022
Q2 		$5.6M Sell
52,676
-8,389
-14% -$993K 2.54% 18
2022
Q1 		$6.2M Sell
61,065
-15,351
-20% -$1.33M 2.64% 13
2021
Q4 		$5.74M Sell
76,416
-2,753
-3% -$205K 2.49% 11
2021
Q3 		$5.59M Buy
79,169
+22,830
+41% +$1.52M 2.64% 9
2021
Q2 		$4.4M Sell
56,339
-371
-0.7% -$28.7K 2.17% 14
2021
Q1 		$4.06M Sell
56,710
-15,822
-22% -$1.08M 2.23% 14
2020
Q4 		$4.1M Buy
72,532
+8,983
+14% +$441K 2.46% 11
2020
Q3 		$2.75M Buy
63,549
+9,679
+18% +$507K 2.02% 26
2020
Q2 		$3.17M Sell
53,870
-5,713
-10% -$341K 2.48% 16
2020
Q1 		$2.7M Buy
59,583
+29,923
+101% +$2.17M 2.62% 15
2019
Q4 		$2.78M Buy
+29,660
New +$2.8M 2.41% 16

Other funds holding VLO

Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

S.E.E.D. Planning Group's VLO Position: Q3 2026 in Review

S.E.E.D. Planning Group reduced its Valero Energy (VLO) stake by 17% in Q3 2026, selling an estimated $2.6M and leaving 36,862 shares worth $14.3M. The position accounts for 3.5% of the portfolio, ranked #7.

S.E.E.D. Planning Group first reported a position in VLO in Q4 2019 and has held it in 28 quarters since. 410 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • S.E.E.D. Planning Group held 36,862 shares of Valero Energy worth $14.3M as of Q3 2026.
  • S.E.E.D. Planning Group sold 7,710 Valero Energy shares in Q3 2026, an estimated $2.6M.
  • Valero Energy made up 3.5% of S.E.E.D. Planning Group's portfolio in Q3 2026, its #7 holding.
  • S.E.E.D. Planning Group first reported a position in Valero Energy in Q4 2019 and has held it in 28 quarters since.
  • 410 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q3 2026, filed 7 Oct 2026.