Skip to main content

Planning Strategies Inc.

Position in VLO — Valero Energy Corp/Tx

CIK 2139665 LANCASTER, PA

Position in VLO

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$4,948
New position
Shares Held
19
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,896
of 1,948 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 100% Shared 0% None 0%

Position in Oil & Gas Refining & Marketing

Energy · as of Jun 30, 2026

Planning Strategies Inc. holds $15,952 across 3 Oil & Gas Refining & Marketing names. VLO ranks #2 (31.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 VLO
Valero Energy Corp/Tx
This page
19 $4,948

All Filings in VLO

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $4,948 19