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United Financial Planning Group’s Valero Energy VLO Stock Holding History

United Financial 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
Q2 		$13.5K Hold
52
– – 0.01% 207
2026
Q1 		$12.8K Sell
52
-51
-50% -$10.5K 0.01% 178
2025
Q4 		$16.8K Hold
103
– – 0.01% 158
2025
Q3 		$17.5K Buy
+103
New +$15.4K 0.01% 127

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 $3.38T AUM 44.17% 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

United Financial Planning Group's VLO Position: Q2 2026 in Review

United Financial Planning Group held its Valero Energy (VLO) position steady in Q2 2026 at 52 shares worth $13.5K. The position accounts for 0.01% of the portfolio, ranked #207.

United Financial Planning Group first reported a position in VLO in Q3 2025 and has held it in 4 quarters since. The position peaked at $17.5K in Q3 2025. 1,982 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • United Financial Planning Group held 52 shares of Valero Energy worth $13.5K as of Q2 2026.
  • United Financial Planning Group left its Valero Energy share count unchanged in Q2 2026.
  • Valero Energy made up 0.01% of United Financial Planning Group's portfolio in Q2 2026, its #207 holding.
  • United Financial Planning Group first reported a position in Valero Energy in Q3 2025 and has held it in 4 quarters since.
  • United Financial Planning Group's Valero Energy position peaked at $17.5K in Q3 2025.
  • 1,982 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.