Frank Rimerman Advisors
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Frank Rimerman Advisors’s Valero Energy VLO Stock Holding History

Frank Rimerman 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 		$1.05M Buy
2,710
+63
+2% +$21.3K 0.06% 244
2026
Q2 		$689K Hold
2,647
– – 0.04% 337
2026
Q1 		$654K Sell
2,647
-1
-0% -$206 0.04% 327
2025
Q4 		$431K Buy
2,648
+45
+2% +$7.62K 0.03% 418
2025
Q3 		$443K Buy
2,603
+3
+0.1% +$447 0.03% 396
2025
Q2 		$349K Sell
2,600
-1,164
-31% -$145K 0.02% 414
2025
Q1 		$497K Sell
3,764
-23
-0.6% -$3.05K 0.04% 309
2024
Q4 		$464K Buy
3,787
+662
+21% +$88.6K 0.03% 323
2024
Q3 		$422K Sell
3,125
-231
-7% -$33.5K 0.03% 360
2024
Q2 		$526K Buy
3,356
+2,753
+457% +$444K 0.04% 329
2024
Q1 		$103K Hold
603
– – 0.02% 110
2023
Q4 		$78.4K Buy
+603
New +$76.7K 0.02% 109

Other funds holding VLO

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 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
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Frank Rimerman Advisors's VLO Position: Q3 2026 in Review

Frank Rimerman Advisors increased its Valero Energy (VLO) stake by 2.4% in Q3 2026, buying an estimated $21.3K and bringing the position to 2,710 shares worth $1.05M. The position accounts for 0.06% of the portfolio, ranked #244.

Frank Rimerman Advisors first reported a position in VLO in Q4 2023 and has held it in 12 quarters since. 1,706 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • Frank Rimerman Advisors held 2,710 shares of Valero Energy worth $1.05M as of Q3 2026.
  • Frank Rimerman Advisors bought 63 Valero Energy shares in Q3 2026, an estimated $21.3K.
  • Valero Energy made up 0.06% of Frank Rimerman Advisors's portfolio in Q3 2026, its #244 holding.
  • Frank Rimerman Advisors first reported a position in Valero Energy in Q4 2023 and has held it in 12 quarters since.
  • 1,706 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on Frank Rimerman Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.