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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
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 		$46.1K Buy
+355
New +$45.2K 0.04% 219

Other funds holding VLO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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

Richardson Financial Services's VLO Position: Q1 2026 in Review

Richardson Financial Services reduced its Valero Energy (VLO) stake by 5.8% in Q1 2026, selling an estimated $6.18K and leaving 485 shares worth $120K. The position accounts for 0.08% of the portfolio, ranked #203.

Richardson Financial Services first reported a position in VLO in Q4 2023 and has held it in 10 quarters since. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

  • Richardson Financial Services held 485 shares of Valero Energy worth $120K as of Q1 2026.
  • Richardson Financial Services sold 30 Valero Energy shares in Q1 2026, an estimated $6.18K.
  • Valero Energy made up 0.08% of Richardson Financial Services's portfolio in Q1 2026, its #203 holding.
  • Richardson Financial Services first reported a position in Valero Energy in Q4 2023 and has held it in 10 quarters since.
  • 1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.