Position in VLO
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$74,124
+$37,347 QoQ
Shares Held
300
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
2 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 Mar 31, 2026CAPITAL & PLANNING, LLC holds $74,124 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
|
300 | $74,124 |
All Filings in VLO
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $74,124 | 300 | Shares | Sole | 2026-05-18 | |
| 2024-12-31 | $36,777 | 300 | Shares | Sole | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||