Center for Financial Planning, Inc.
Position in VLO — Valero Energy Corp/Tx
CIK 1803557
SOUTHFIED, MI
Position in VLO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$29,169
+$1,497 QoQ
Shares Held
112
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,811
of 1,955 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VLO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Center for Financial Planning, Inc. holds $1,237,131 across 4 Oil & Gas Refining & Marketing names. VLO ranks #2 (2.4% of the industry book) .
All Filings in VLO
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,169 | 112 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $27,672 | 112 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $18,232 | 112 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $19,069 | 112 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $15,055 | 112 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $19,018 | 144 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $17,652 | 144 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $19,444 | 144 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $22,573 | 144 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $24,579 | 144 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $4,680 | 36 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $5,101 | 36 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $4,222 | 36 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $5,025 | 36 | Shares | Sole | 2023-05-02 | |
| 2020-12-31 | $2,149 | 38 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,646 | 38 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,235 | 38 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,723 | 38 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||