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Richards, Merrill & Peterson’s Valero Energy VLO Stock Holding History

Richards, Merrill & Peterson’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
Q2 		– Sell
-520
Closed -$68.7K – 463
2025
Q1 		$68.7K Hold
520
– – 0.04% 222
2024
Q4 		$63.7K Buy
+520
New +$69.6K 0.03% 220

Other funds holding VLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Richards, Merrill & Peterson's VLO Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of Valero Energy (VLO) in Q2 2025, closing a stake of 520 shares — an estimated $68.7K sold.

Richards, Merrill & Peterson first reported a position in VLO in Q4 2024 and held it in 2 quarters. The position peaked at $68.7K in Q1 2025. 1,478 funds tracked by Wall St. Rank hold VLO as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining Valero Energy position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 520 Valero Energy shares in Q2 2025, an estimated $68.7K.
  • Richards, Merrill & Peterson first reported a position in Valero Energy in Q4 2024 and held it in 2 quarters.
  • Richards, Merrill & Peterson's Valero Energy position peaked at $68.7K in Q1 2025.
  • 1,478 funds tracked by Wall St. Rank held Valero Energy as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.