Valero Energy Corporation
MX ˙ BMV ˙ US91913Y1001
SecurityMX:VLO / Valero Energy Corporation
InstitutionPinnacle Wealth Planning Services, Inc.
Latest Disclosed Ownership5,052 shares
Latest Disclosed Value $ 1,248,248
Pinnacle Wealth Planning Services, Inc. reports 1.10% increase in ownership of VLO / Valero Energy Corporation

On May 11, 2026 - Pinnacle Wealth Planning Services, Inc. filed a 13F-HR form disclosing ownership of 5,052 shares of Valero Energy Corporation (MX:VLO) valued at $1,248,248 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 4,997 shares of Valero Energy Corporation. This represents a change in shares of 1.10% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-11 2026-03-31 13F VALERO ENERGY COM 91913Y100 5,052 55 1.10 1,248 53.51 0.1289
2026-02-13 2025-12-31 13F VALERO ENERGY COM 91913Y100 4,997 -2 -0.04 813 -4.47 0.0849
2025-11-13 2025-09-30 13F VALERO ENERGY COM 91913Y100 4,999 -559 -10.06 851 13.92 0.0997
2025-08-11 2025-06-30 13F VALERO ENERGY COM 91913Y100 5,558 17 0.31 747 2.19 0.0983
2025-05-15 2025-03-31 13F VALERO ENERGY COM 91913Y100 5,541 78 1.43 732 9.27 0.1100
2025-02-27 2024-12-31 13F/A-1 VALERO ENERGY COM 91913Y100 5,463 -712 -11.53 670 -19.69 0.1006
2025-02-06 2024-12-31 13F VALERO ENERGY COM 91913Y100 5,463 -712 670 0.0935
2024-11-13 2024-09-30 13F VALERO ENERGY Stock 91913Y100 6,175 -24 -0.39 834 -14.21 0.1133
2024-08-09 2024-06-30 13F VALERO ENERGY Stock 91913Y100 6,199 0 0.00 972 -8.22 0.1388
2024-05-10 2024-03-31 13F VALERO ENERGY Stock 91913Y100 6,199 2 0.03 1,058 31.43 0.1550
2024-02-08 2023-12-31 13F VALERO ENERGY Stock 91913Y100 6,197 -3 -0.05 806 -8.31 0.1266
2023-11-08 2023-09-30 13F VALERO ENERGY Stock 91913Y100 6,200 -13 -0.21 879 20.60 0.1448
2023-08-07 2023-06-30 13F VALERO ENERGY Stock 91913Y100 6,213 -100 -1.58 729 -17.37 0.1177
2023-05-03 2023-03-31 13F VALERO ENERGY Stock 91913Y100 6,313 12 0.19 881 10.26 0.1465
2023-02-13 2022-12-31 13F VALERO ENERGY Stock 91913Y100 6,301 73 1.17 799 20.15 0.1420
2022-11-09 2022-09-30 13F VALERO ENERGY Stock 91913Y100 6,228 -130 -2.04 665 -1.63 0.1229
2022-08-03 2022-06-30 13F VALERO ENERGY Stock 91913Y100 6,358 125 2.01 676 6.79 0.1214
2022-04-20 2022-03-31 13F VALERO ENERGY Stock 91913Y100 6,233 121 1.98 633 37.61 0.1153
2022-01-21 2021-12-31 13F VALERO ENERGY Stock 91913Y100 6,112 783 14.69 460 22.34 0.0899
2021-10-29 2021-09-30 13F VALERO ENERGY Stock 91913Y100 5,329 -378 -6.62 376 -15.70 0.0831
2021-08-02 2021-06-30 13F VALERO ENERGY Stock 91913Y100 5,707 161 2.90 446 12.34 0.1037
2021-04-29 2021-03-31 13F VALERO ENERGY Stock 91913Y100 5,546 472 9.30 397 37.85 0.1018
2021-02-12 2020-12-31 13F VALERO ENERGY Stock 91913Y100 5,074 -1,454 -22.27 288 2.13 0.0688
2020-11-03 2020-09-30 13F VALERO ENERGY Stock 91913Y100 6,528 -2,087 -24.23 282 -44.27 0.0931
2020-07-27 2020-06-30 13F VALERO ENERGY Stock 91913Y100 8,615 53 0.62 506 30.75 0.1643
2020-05-11 2020-03-31 13F VALERO ENERGY Stock 91913Y100 8,562 5,192 154.07 387 22.86 0.1838
2020-02-07 2019-12-31 13F VALERO ENERGY Stock 91913Y100 3,370 918 37.44 315 50.72 0.1482
2019-10-31 2019-09-30 13F VALERO ENERGY Stock 91913Y100 2,452 55 2.29 209 -23.44 0.1138
2019-02-28 2018-09-30 13F VALERO ENERGY Stock 91913Y100 2,397 -22 -0.91 273 1.87 0.2496
2019-02-28 2018-06-30 13F VALERO ENERGY Stock 91913Y100 2,419 2,419 268 0.2603
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.