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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

VLO holding history

Valero Energy Corp in every 13F filed by Creative Planning, 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)
139,348
Value
$36.3M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of VLO by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026139,348$36.3M<0.1%+19,603+16.4%AddedHolders
Q1 2026119,745$29.6M<0.1%+7,520+6.7%AddedHolders
Q4 2025112,225$18.3M<0.1%+4,678+4.3%AddedHolders
Q3 2025107,547$18.3M<0.1%+3,816+3.7%AddedHolders
Q2 2025103,731$13.9M<0.1%+12,879+14.2%AddedHolders
Q1 202590,852$12.0M<0.1%+1,037+1.2%AddedHolders
Q4 202489,815$11.0M<0.1%+5,242+6.2%AddedHolders
Q3 202484,573$11.4M<0.1%+3,097+3.8%AddedHolders
Q2 202481,476$12.8M<0.1%+7,849+10.7%AddedHolders
Q1 202473,627$12.6M<0.1%+6,185+9.2%AddedHolders
Q4 202367,442$8.77M<0.1%+51+0.1%AddedHolders
Q3 202367,391$9.55M<0.1%+4,520+7.2%AddedHolders
Q2 202362,871$7.37M<0.1%+7,928+14.4%AddedHolders
Q1 202354,943$7.67M<0.1%−15,085−21.5%ReducedHolders
Q4 202270,028$8.88M<0.1%+6,170+9.7%AddedHolders
Q3 202263,858$6.82M<0.1%−402−0.6%ReducedHolders
Q2 202264,260$6.83M<0.1%−8,140−11.2%ReducedHolders
Q1 202272,400$7.35M<0.1%+3,069+4.4%AddedHolders
Q4 202169,331$5.21M<0.1%−2,617−3.6%ReducedHolders
Q3 202171,948$5.08M<0.1%+12,116+20.3%AddedHolders
Q2 202159,832$4.67M<0.1%−1,586−2.6%ReducedHolders
Q1 202161,418$4.40M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.