Simon Quick Advisors’s Valero Energy VLO Stock Holding History

Simon Quick Advisors’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 Q2	$347K	Buy	1,334 +20	+2%	+$4.92K	0.01%	311
2026 Q1	$325K	Buy	+1,314	New	+$271K	0.01%	296
2021 Q3	–	Sell	-15	Closed	-$1K	–	449
2021 Q2	$1K	Buy	+15	New	+$1.16K	﹤0.01%	434
2020 Q3	–	Sell	-60	Closed	-$4K	–	508
2020 Q2	$4K	Sell	60 -34	-36%	-$2.03K	﹤0.01%	373
2020 Q1	$4K	Sell	94 -48	-34%	-$3.49K	﹤0.01%	372
2019 Q4	$13K	Buy	+142	New	+$13.4K	﹤0.01%	373
2019 Q3	–	Sell	-19	Closed	-$1.63K	–	533
2019 Q2	$1.63K	Buy	+19	New	+$1.57K	﹤0.01%	379
2018 Q3	–	Sell	-37	Closed	-$4K	–	342
2018 Q2	$4K	Buy	+37	New	+$4.15K	﹤0.01%	304

Other funds holding VLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Simon Quick Advisors's VLO Position: Q2 2026 in Review

Simon Quick Advisors increased its Valero Energy (VLO) stake by 1.5% in Q2 2026, buying an estimated $4.92K and bringing the position to 1,334 shares worth $347K. The position accounts for 0.01% of the portfolio, ranked #311.

Simon Quick Advisors first reported a position in VLO in Q2 2018 and has held it in 8 quarters since. 1,975 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

Simon Quick Advisors held 1,334 shares of Valero Energy worth $347K as of Q2 2026.
Simon Quick Advisors bought 20 Valero Energy shares in Q2 2026, an estimated $4.92K.
Valero Energy made up 0.01% of Simon Quick Advisors's portfolio in Q2 2026, its #311 holding.
Simon Quick Advisors first reported a position in Valero Energy in Q2 2018 and has held it in 8 quarters since.
1,975 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.