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Simplicity Wealth’s Valero Energy VLO Stock Holding History

Simplicity Wealth’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 		$4.01M Buy
15,394
+13,975
+985% +$3.44M 0.14% 163
2026
Q1 		$351K Buy
+1,419
New +$293K 0.02% 543
2025
Q4 		– Sell
-3,705
Closed -$631K – 779
2025
Q3 		$631K Sell
3,705
-2,772
-43% -$413K 0.04% 393
2025
Q2 		$871K Buy
6,477
+3,616
+126% +$451K 0.04% 355
2025
Q1 		$378K Buy
2,861
+27
+1% +$3.58K 0.03% 388
2024
Q4 		$347K Buy
2,834
+227
+9% +$30.4K 0.07% 210
2024
Q3 		$352K Sell
2,607
-7,873
-75% -$1.14M 0.03% 365
2024
Q2 		$1.64M Buy
10,480
+539
+5% +$87K 0.04% 391
2024
Q1 		$1.7M Buy
+9,941
New +$1.42M 0.04% 384

Other funds holding VLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Simplicity Wealth's VLO Position: Q2 2026 in Review

Simplicity Wealth increased its Valero Energy (VLO) stake by 985% in Q2 2026, buying an estimated $3.44M and bringing the position to 15,394 shares worth $4.01M. The position accounts for 0.14% of the portfolio, ranked #163.

Simplicity Wealth first reported a position in VLO in Q1 2024 and has held it in 9 quarters since. 1,979 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Simplicity Wealth held 15,394 shares of Valero Energy worth $4.01M as of Q2 2026.
  • Simplicity Wealth bought 13,975 Valero Energy shares in Q2 2026, an estimated $3.44M.
  • Valero Energy made up 0.14% of Simplicity Wealth's portfolio in Q2 2026, its #163 holding.
  • Simplicity Wealth first reported a position in Valero Energy in Q1 2024 and has held it in 9 quarters since.
  • 1,979 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.