Capital Planning Advisors, LLC

Position in VLO — Valero Energy Corp/Tx

CIK 1631941 Roseville, CA

Position in VLO

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$1,651,235

+$692,240 QoQ

Shares Held

6,683

+13.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Mar 31, 2026

Capital Planning Advisors, LLC holds $1,651,235 across 1 Oil & Gas Refining & Marketing name. VLO ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	VLO	Valero Energy Corp/Tx This page	6,683	$1,651,235

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,651,235	6,683	+13.4%	Shares	Sole	2026-05-14
2025-12-31	$958,995	5,891	-7.3%	Shares	Sole	2026-02-17
2025-09-30	$1,081,491	6,352	-15.3%	Shares	Sole	2025-11-07
2025-06-30	$1,008,150	7,500	-14.2%	Shares	Sole	2025-08-14
2025-03-31	$1,154,820	8,744	-8.2%	Shares	Sole	2025-05-12
2024-12-31	$1,167,792	9,526	+1.2%	Shares	Sole	2025-01-17
2024-09-30	$1,270,902	9,412	-9.1%	Shares	Sole	2024-11-12
2024-06-30	$1,623,876	10,359	+8.7%	Shares	Sole	2024-08-12
2024-03-31	$1,626,846	9,531	+8.1%	Shares	Sole	2024-05-15
2023-12-31	$1,146,210	8,817	-8.0%	Shares	Sole	2024-02-12
2023-09-30	$1,357,865	9,582	+2.0%	Shares	Sole	2023-10-30
2023-06-30	$1,101,681	9,392	-31.8%	Shares	Sole	2023-08-01
2023-03-31	$1,921,314	13,763	-8.4%	Shares	Sole	2023-05-15
2022-12-31	$1,906,959	15,032	-28.2%	Shares	Sole	2023-02-10
2022-09-30	$2,237,332	20,939	-14.6%	Shares	Sole	2022-11-14
2022-06-30	$2,605,241	24,513	-10.8%	Shares	Sole	2022-08-10
2022-03-31	$2,791,639	27,493	+3.2%	Shares	Sole	2022-05-10
2021-12-31	$2,000,104	26,629	+2.8%	Shares	Sole	2022-02-14
2021-09-30	$1,827,692	25,899	+0.1%	Shares	Sole	2021-11-09
2021-06-30	$2,019,773	25,868	—	Shares	Sole	2021-08-13
No filing history on record for this holder in this stock.