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WealthPlan Investment Management’s Valero Energy VLO Stock Holding History

WealthPlan Investment 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 		$398K Buy
1,529
+65
+4% +$16K 0.02% 361
2026
Q1 		$362K Buy
+1,464
New +$302K 0.02% 357
2023
Q2 		– Sell
-1,034
Closed -$144K – 459
2023
Q1 		$144K Sell
1,034
-1,072
-51% -$144K 0.02% 177
2022
Q4 		$294K Buy
+2,106
New +$264K 0.02% 316

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

WealthPlan Investment Management's VLO Position: Q2 2026 in Review

WealthPlan Investment Management increased its Valero Energy (VLO) stake by 4.4% in Q2 2026, buying an estimated $16K and bringing the position to 1,529 shares worth $398K. The position accounts for 0.02% of the portfolio, ranked #361.

WealthPlan Investment Management first reported a position in VLO in Q4 2022 and has held it in 4 quarters since. 1,975 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • WealthPlan Investment Management held 1,529 shares of Valero Energy worth $398K as of Q2 2026.
  • WealthPlan Investment Management bought 65 Valero Energy shares in Q2 2026, an estimated $16K.
  • Valero Energy made up 0.02% of WealthPlan Investment Management's portfolio in Q2 2026, its #361 holding.
  • WealthPlan Investment Management first reported a position in Valero Energy in Q4 2022 and has held it in 4 quarters since.
  • 1,975 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.