GRIMES & Co WEALTH MANAGEMENT, LLC
Position in VLO — Valero Energy Corp/Tx
CIK 1321993
WESTBOROUGH, MA
Position in VLO
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,187,606
+$66,357 QoQ
Shares Held
4,560
+0.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#860
of 1,955 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VLO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026GRIMES & Co WEALTH MANAGEMENT, LLC holds $3,949,085 across 3 Oil & Gas Refining & Marketing names. VLO ranks #3 (30.1% of the industry book) .
All Filings in VLO
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,187,606 | 4,560 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,121,249 | 4,538 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $735,648 | 4,519 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $760,891 | 4,469 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $596,959 | 4,441 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $580,579 | 4,396 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $533,266 | 4,350 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $538,634 | 3,989 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $633,623 | 4,042 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $670,299 | 3,927 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $506,610 | 3,897 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $267,406 | 1,887 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $225,685 | 1,924 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $276,128 | 1,978 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $240,272 | 1,894 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $202,373 | 1,894 | Shares | Sole | 2022-10-28 | |
| No filing history on record for this holder in this stock. | ||||||