Richardson Financial Services
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Richardson Financial Services’s Valero Energy VLO Stock Holding History

Richardson Financial Services’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 		$184K Sell
475
-10
-2% -$3.38K 0.1% 174
2026
Q2 		$126K Hold
485
– – 0.07% 206
2026
Q1 		$120K Sell
485
-30
-6% -$6.18K 0.08% 203
2025
Q4 		$83.8K Buy
515
+36
+8% +$6.1K 0.03% 245
2025
Q3 		$81.6K Buy
479
+14
+3% +$2.09K 0.05% 230
2025
Q2 		$64.2K Buy
465
+185
+66% +$23.1K 0.04% 233
2025
Q1 		$37K Hold
280
– – 0.03% 265
2024
Q4 		$33.5K Sell
280
-215
-43% -$28.8K 0.02% 289
2024
Q3 		$77.6K Hold
495
– – 0.05% 222
2024
Q2 		$77.6K Buy
495
+145
+41% +$23.4K 0.06% 213
2024
Q1 		$59.7K Sell
350
-5
-1% -$716 0.04% 233
2023
Q4 		$46.2K Buy
+355
New +$45.2K 0.04% 219

Other funds holding VLO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 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
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Richardson Financial Services's VLO Position: Q3 2026 in Review

Richardson Financial Services reduced its Valero Energy (VLO) stake by 2.1% in Q3 2026, selling an estimated $3.38K and leaving 475 shares worth $184K. The position accounts for 0.1% of the portfolio, ranked #174.

Richardson Financial Services first reported a position in VLO in Q4 2023 and has held it in 12 quarters since. 1,297 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • Richardson Financial Services held 475 shares of Valero Energy worth $184K as of Q3 2026.
  • Richardson Financial Services sold 10 Valero Energy shares in Q3 2026, an estimated $3.38K.
  • Valero Energy made up 0.1% of Richardson Financial Services's portfolio in Q3 2026, its #174 holding.
  • Richardson Financial Services first reported a position in Valero Energy in Q4 2023 and has held it in 12 quarters since.
  • 1,297 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on Richardson Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.