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Total Wealth Planning & Management’s Valero Energy VLO Stock Holding History

Total Wealth Planning & Management’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 		$652K Sell
2,505
-556
-18% -$137K 0.44% 76
2026
Q1 		$756K Sell
3,061
-178
-5% -$36.7K 0.56% 56
2025
Q4 		$527K Buy
+3,239
New +$549K 0.39% 74
2025
Q2 		$474K Buy
3,527
+353
+11% +$44K 0.38% 85
2025
Q1 		$419K Buy
3,174
+352
+12% +$46.7K 0.4% 86
2024
Q4 		$346K Buy
+2,822
New +$378K 0.31% 107

Other funds holding VLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Total Wealth Planning & Management's VLO Position: Q2 2026 in Review

Total Wealth Planning & Management reduced its Valero Energy (VLO) stake by 18% in Q2 2026, selling an estimated $137K and leaving 2,505 shares worth $652K. The position accounts for 0.44% of the portfolio, ranked #76.

Total Wealth Planning & Management first reported a position in VLO in Q4 2024 and has held it in 6 quarters since. The position peaked at $756K in Q1 2026. 1,979 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Total Wealth Planning & Management held 2,505 shares of Valero Energy worth $652K as of Q2 2026.
  • Total Wealth Planning & Management sold 556 Valero Energy shares in Q2 2026, an estimated $137K.
  • Valero Energy made up 0.44% of Total Wealth Planning & Management's portfolio in Q2 2026, its #76 holding.
  • Total Wealth Planning & Management first reported a position in Valero Energy in Q4 2024 and has held it in 6 quarters since.
  • Total Wealth Planning & Management's Valero Energy position peaked at $756K in Q1 2026.
  • 1,979 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.