First Foundation Advisors
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First Foundation Advisors’s Valero Energy VLO Stock Holding History

First Foundation Advisors’s Portfolio VLO Stock Details VLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$306K Buy
+789
New +$266K 0.01% 299
2024
Q3 		– Sell
-178
Closed -$27.9K – 444
2024
Q2 		$27.9K Sell
178
-38
-18% -$6.13K ﹤0.01% 413
2024
Q1 		$36.8K Buy
+216
New +$30.9K ﹤0.01% 411

Other funds holding VLO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

First Foundation Advisors's VLO Position: Q3 2026 in Review

First Foundation Advisors opened a new position in Valero Energy (VLO) in Q3 2026: 789 shares worth $306K. The stake represents 0.01% of the portfolio and ranks #299 among its holdings. This is a return to the name: First Foundation Advisors previously reported a position in VLO as recently as Q2 2024.

First Foundation Advisors first reported a position in VLO in Q1 2024 and has held it in 3 quarters since. 1,932 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • First Foundation Advisors held 789 shares of Valero Energy worth $306K as of Q3 2026.
  • Valero Energy was a new First Foundation Advisors position in Q3 2026.
  • Valero Energy made up 0.01% of First Foundation Advisors's portfolio in Q3 2026, its #299 holding.
  • First Foundation Advisors first reported a position in Valero Energy in Q1 2024 and has held it in 3 quarters since.
  • 1,932 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on First Foundation Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.