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Creative Planning → VLO

Creative Planning VLO Position History

Valero Energy Corporation • Energy

Quarters held
21
Latest value
$24K
Q3 2026
Peak value
$61.1M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$18.1M
Q3 2025$19.3M
Q3 2025$1.5M
Q3 2025$233K
Q4 2025$18M
Q4 2025$21.3M
Q4 2025$250K
Q4 2025$1.7M
Q1 2026$349K
Q1 2026$29.2M
Q1 2026$1.6M
Q1 2026$21.1M
Q2 2026$368K
Q2 2026$35.9M
Q2 2026$1.8M
Q2 2026$22.5M
Q3 2026$552K
Q3 2026$61.1M
Q3 2026$1.9M
Q3 2026$23.5M
Q3 2026$24K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$24K100——
Q3 2026$23.5M74.4K——
Q3 2026$1.9M5.9K——
Q3 2026$61.1M157.6K——
Q3 2026$552K1.4K——
Q2 2026$22.5M75.3K——
Q2 2026$1.8M5.9K——
Q2 2026$35.9M137.9K——
Q2 2026$368K1.4K——
Q1 2026$21.1M77.3K——
Q1 2026$1.6M5.9K——
Q1 2026$29.2M118.3K——
Q1 2026$349K1.4K——
Q4 2025$1.7M5.9K——
Q4 2025$250K1.5K——
Q4 2025$21.3M74.0K——
Q4 2025$18M110.7K——
Q3 2025$233K1.4K——
Q3 2025$1.5M5.9K——
Q3 2025$19.3M74.2K——
Q3 2025$18.1M106.2K——

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