Planning Strategies Inc.’s Valero Energy VLO Stock Holding History

Planning Strategies Inc.’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	$4.95K	Buy	+19	New	+$4.68K	﹤0.01%	421

Other funds holding VLO

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Planning Strategies Inc.'s VLO Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Valero Energy (VLO) in Q2 2026: 19 shares worth $4.95K. The stake represents ﹤0.01% of the portfolio and ranks #421 among its holdings.

778 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Planning Strategies Inc. held 19 shares of Valero Energy worth $4.95K as of Q2 2026.
Valero Energy was a new Planning Strategies Inc. position in Q2 2026.
Valero Energy made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #421 holding.
778 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.