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PDS Planning, Inc

SEC CIK
0000838618
Latest filing
Aug 5, 2026

VLO holding history

Valero Energy Corp in every 13F filed by PDS Planning, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

VLO overviewAll 13F holders of VLOFull Q2 2026 holdings

Shares (Q2 2026)
1,806
Value
$470.4K
% of portfolio
<0.1%
Quarters held
7
Since Q1 2024
Holdings of VLO by PDS Planning, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,806$470.4K<0.1%+11+0.6%AddedHolders
Q1 20261,795$443.5K<0.1%−19−1.0%ReducedHolders
Q4 20251,814$295.3K<0.1%+45+2.5%AddedHolders
Q3 20251,769$301.2K<0.1%+24+1.4%AddedHolders
Q2 20251,745$234.6K<0.1%+211+13.8%AddedHolders
Q1 20251,534$202.6K<0.1%+1,534NewHolders
Q2 20240$00.0%−1,280−100.0%Sold outHolders
Q1 20241,280$218.5K<0.1%+1,280NewHolders