Back to VLO
Lakeshore Financial Planning, Inc. → VLO
Lakeshore Financial Planning, Inc. VLO Position History
Valero Energy Corporation • Energy
Quarters held
5
Latest value
$16.1M
Q3 2026
Peak value
$16.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $14.3M |
| Q4 2025 | $16.2M |
| Q1 2026 | $15.4M |
| Q2 2026 | $15.4M |
| Q3 2026 | $16.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $16.1M | 51.1K | — | — |
| Q2 2026 | $15.4M | 51.5K | — | — |
| Q1 2026 | $15.4M | 56.6K | — | — |
| Q4 2025 | $16.2M | 56.1K | — | — |
| Q3 2025 | $14.3M | 54.9K | — | — |
Other funds holding VLO
$5.6B
$4.9B
$4.9B
$4.9B
$4.9B
$4.8B
$3.8B