United Financial Planning Group LLC
Position in VLO — Valero Energy Corp/Tx
CIK 2088337
HAUPPAUGE, NY
Position in VLO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$13,542
+$694 QoQ
Shares Held
52
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,861
of 1,955 holders
Holding Since
Sep 2025
4 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, 2026United Financial Planning Group LLC holds $32,661 across 3 Oil & Gas Refining & Marketing names. VLO ranks #1 (41.5% of the industry book) .
All Filings in VLO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,542 | 52 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $12,848 | 52 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $16,767 | 103 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $17,536 | 103 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||