Skip to main content
Livermore
Livermore
ZHEN

Intrepid Financial Planning Group LLC

SEC CIK
0001641296
Latest filing
Aug 12, 2026

VLO holding history

Valero Energy Corp in every 13F filed by Intrepid Financial Planning Group LLC, 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)
2,874
Value
$748.5K
% of portfolio
0.3%
Quarters held
15
Since Q4 2022
Holdings of VLO by Intrepid Financial Planning Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,874$748.5K0.3%00.0%UnchangedHolders
Q1 20262,874$710.1K0.3%+300+11.7%AddedHolders
Q4 20252,574$419.0K0.2%00.0%UnchangedHolders
Q3 20252,574$438.2K0.2%00.0%UnchangedHolders
Q2 20252,574$346.0K0.1%00.0%UnchangedHolders
Q1 20252,574$339.9K0.2%−50−1.9%ReducedHolders
Q4 20242,624$321.7K0.1%−975−27.1%ReducedHolders
Q3 20243,599$486.0K0.2%00.0%UnchangedHolders
Q2 20243,599$564.2K0.2%−100−2.7%ReducedHolders
Q1 20243,699$631.4K0.3%−100−2.6%ReducedHolders
Q4 20233,799$493.9K0.2%+100+2.7%AddedHolders
Q3 20233,699$524.2K0.3%+440+13.5%AddedHolders
Q2 20233,259$382.3K0.2%+210+6.9%AddedHolders
Q1 20233,049$425.6K0.2%+439+16.8%AddedHolders
Q4 20222,610$331.1K0.2%+2,610NewHolders