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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Simplicity Wealth's VLO Position: Q1 2026 in Review

Simplicity Wealth opened a new position in Valero Energy (VLO) in Q1 2026: 1,419 shares worth $351K. The stake represents 0.02% of the portfolio and ranks #543 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in VLO as recently as Q3 2025.

Simplicity Wealth first reported a position in VLO in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.7M in Q1 2024. 1,860 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

Simplicity Wealth held 1,419 shares of Valero Energy worth $351K as of Q1 2026.
Valero Energy was a new Simplicity Wealth position in Q1 2026.
Valero Energy made up 0.02% of Simplicity Wealth's portfolio in Q1 2026, its #543 holding.
Simplicity Wealth first reported a position in Valero Energy in Q1 2024 and has held it in 8 quarters since.
Simplicity Wealth's Valero Energy position peaked at $1.7M in Q1 2024.
1,860 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.