Comprehensive Financial Planning, Inc./PA
Position in VLO — Valero Energy Corp/Tx
CIK 2044855
EAST PETERSBURG, PA
Position in VLO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$117,198
+$6,012 QoQ
Shares Held
450
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,709
of 1,955 holders
Holding Since
Dec 2024
7 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, 2026Comprehensive Financial Planning, Inc./PA holds $117,198 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
|
450 | $117,198 |
All Filings in VLO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $117,198 | 450 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $111,186 | 450 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $73,255 | 450 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $76,617 | 450 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $60,489 | 450 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $59,431 | 450 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $110,331 | 900 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||