PDS Planning, Inc

Position in VLO — Valero Energy Corp/Tx

CIK 838618 DUBLIN, OH

Position in VLO

as of Mar 31, 2026 · filed Apr 22, 2026 Compact

Position Value

$443,508

+$148,207 QoQ

Shares Held

1,795

-1.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2024

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Mar 31, 2026

PDS Planning, Inc holds $1,913,082 across 4 Oil & Gas Refining & Marketing names. VLO ranks #3 (23.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66	3,867	$704,490
2	MPC	Marathon Petroleum Corp	2,495	$609,229
3	VLO	Valero Energy Corp/Tx This page	1,795	$443,508
4	UGP	Ultrapar Holdings Inc	28,286	$155,855

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$443,508	1,795	-1.0%	Shares	Sole	2026-04-22
2025-12-31	$295,301	1,814	+2.5%	Shares	Sole	2026-01-26
2025-09-30	$301,189	1,769	+1.4%	Shares	Sole	2025-10-21
2025-06-30	$234,562	1,745	+13.8%	Shares	Sole	2025-07-24
2025-03-31	$202,595	1,534	+19.8%	Shares	Sole	2025-04-24
2024-03-31	$218,483	1,280	—	Shares	Sole	2024-05-01
No filing history on record for this holder in this stock.