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 Q3	$951K	Sell	2,453 -52	-2%	-$17.6K	0.71%	40
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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

AHT

Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Total Wealth Planning & Management's VLO Position: Q3 2026 in Review

Total Wealth Planning & Management reduced its Valero Energy (VLO) stake by 2.1% in Q3 2026, selling an estimated $17.6K and leaving 2,453 shares worth $951K. The position accounts for 0.71% of the portfolio, ranked #40.

Total Wealth Planning & Management first reported a position in VLO in Q4 2024 and has held it in 7 quarters since. 933 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

Total Wealth Planning & Management held 2,453 shares of Valero Energy worth $951K as of Q3 2026.
Total Wealth Planning & Management sold 52 Valero Energy shares in Q3 2026, an estimated $17.6K.
Valero Energy made up 0.71% of Total Wealth Planning & Management's portfolio in Q3 2026, its #40 holding.
Total Wealth Planning & Management first reported a position in Valero Energy in Q4 2024 and has held it in 7 quarters since.
933 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on Total Wealth Planning & Management's 13F filing for Q3 2026, filed 23 Oct 2026.