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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

S.E.E.D. Planning Group's VLO Position: Q1 2026 in Review

S.E.E.D. Planning Group reduced its Valero Energy (VLO) stake by 34% in Q1 2026, selling an estimated $4.99M and leaving 46,171 shares worth $11.4M. The position accounts for 3.31% of the portfolio, ranked #14.

S.E.E.D. Planning Group first reported a position in VLO in Q4 2019 and has held it in 26 quarters since. The position peaked at $12.3M in Q3 2025. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • S.E.E.D. Planning Group held 46,171 shares of Valero Energy worth $11.4M as of Q1 2026.
  • S.E.E.D. Planning Group sold 24,225 Valero Energy shares in Q1 2026, an estimated $4.99M.
  • Valero Energy made up 3.31% of S.E.E.D. Planning Group's portfolio in Q1 2026, its #14 holding.
  • S.E.E.D. Planning Group first reported a position in Valero Energy in Q4 2019 and has held it in 26 quarters since.
  • S.E.E.D. Planning Group's Valero Energy position peaked at $12.3M in Q3 2025.
  • 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q1 2026, filed 23 Apr 2026.