Rappaport Reiches Capital Management’s Valero Energy VLO Stock Holding History

Rappaport Reiches Capital Management’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
2025 Q1	$205K	Buy	+1,549	New	+$206K	0.05%	119
2024 Q4	–	Sell	-1,570	Closed	-$212K	–	114
2024 Q3	$212K	Sell	1,570 -119	-7%	-$17.3K	0.06%	108
2024 Q2	$265K	Buy	1,689 +24	+1%	+$3.87K	0.08%	77
2024 Q1	$284K	Hold	1,665	–	–	0.09%	82
2023 Q4	$216K	Buy	1,665 +4	+0.2%	+$509	0.08%	77
2023 Q3	$235K	Buy	+1,661	New	+$218K	0.1%	65
2023 Q2	–	Sell	-1,661	Closed	-$232K	–	82
2023 Q1	$232K	Hold	1,661	–	–	0.1%	73
2022 Q4	$211K	Buy	+1,661	New	+$208K	0.1%	73

Other funds holding VLO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Rappaport Reiches Capital Management's VLO Position: Q1 2025 in Review

Rappaport Reiches Capital Management opened a new position in Valero Energy (VLO) in Q1 2025: 1,549 shares worth $205K. The stake represents 0.05% of the portfolio and ranks #119 among its holdings. This is a return to the name: Rappaport Reiches Capital Management previously reported a position in VLO as recently as Q3 2024.

Rappaport Reiches Capital Management first reported a position in VLO in Q4 2022 and has held it in 8 quarters since. The position peaked at $284K in Q1 2024. 1,467 funds tracked by Wall St. Rank hold VLO as of Q1 2025.

Rappaport Reiches Capital Management held 1,549 shares of Valero Energy worth $205K as of Q1 2025.
Valero Energy was a new Rappaport Reiches Capital Management position in Q1 2025.
Valero Energy made up 0.05% of Rappaport Reiches Capital Management's portfolio in Q1 2025, its #119 holding.
Rappaport Reiches Capital Management first reported a position in Valero Energy in Q4 2022 and has held it in 8 quarters since.
Rappaport Reiches Capital Management's Valero Energy position peaked at $284K in Q1 2024.
1,467 funds tracked by Wall St. Rank held Valero Energy as of Q1 2025.

Based on Rappaport Reiches Capital Management's 13F filing for Q1 2025, filed 22 Apr 2025.