Cornerstone Planning Group LLC

Position in VLO — Valero Energy Corp/Tx

CIK 1822587 FAIRFIELD, NJ

Position in VLO

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$23,700

-$2,737 QoQ

Shares Held

-15.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,835

of 1,966 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Cornerstone Planning Group LLC holds $415,204 across 5 Oil & Gas Refining & Marketing names. VLO ranks #3 (5.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SUN	Sunoco LP	4,816	$325,080
2	PSX	Phillips 66	210	$35,500
3	VLO	Valero Energy Corp/Tx This page	91	$23,700
4	MPC	Marathon Petroleum Corp	85	$21,731
5	DINO	HF Sinclair Corp	132	$9,193

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$23,700	91	-15.0%	Shares	Sole	2026-07-29
2026-03-31	$26,437	107	+33.8%	Shares	Sole	2026-05-06
2025-12-31	$13,023	80	+27.0%	Shares	Sole	2026-02-02
2025-09-30	$10,726	63	-33.7%	Shares	Sole	2025-11-04
2025-06-30	$12,769	95	-31.7%	Shares	Sole	2025-08-11
2025-03-31	$18,357	139	+16.8%	Shares	Sole	2025-04-30
2024-12-31	$14,588	119	-4.0%	Shares	Sole	2025-01-29
2024-09-30	$16,743	124	+1.6%	Shares	Sole	2024-11-05
2024-06-30	$19,124	122	-55.5%	Shares	Sole	2024-08-13
2024-03-31	$46,769	274	+140.4%	Shares	Sole	2024-05-07
2023-12-31	$14,820	114	-1.7%	Shares	Sole	2024-02-12
2023-09-30	$16,438	116	+1.8%	Shares	Sole	2023-11-08
2023-06-30	$13,372	114	-20.8%	Shares	Sole	2023-08-15
2022-12-31	$18,267	144	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.