SimplyRich’s Valero Energy VLO Stock Holding History

SimplyRich’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	$373K	Hold	1,435	–	–	0.09%	149
2026 Q1	$354K	Hold	1,435	–	–	0.09%	185
2025 Q4	$233K	Hold	1,435	–	–	0.06%	189
2025 Q3	$244K	Buy	+1,435	New	+$214K	0.07%	187
2024 Q3	–	Sell	-1,435	Closed	-$224K	–	226
2024 Q2	$224K	Hold	1,435	–	–	0.07%	169
2024 Q1	$245K	Buy	+1,435	New	+$206K	0.08%	170
2023 Q4	–	Sell	-1,435	Closed	-$203K	–	179
2023 Q3	$203K	Buy	+1,435	New	+$188K	0.1%	145
2023 Q2	–	Sell	-1,435	Closed	-$200K	–	178
2023 Q1	$200K	Buy	+1,435	New	+$193K	0.08%	174
2018 Q4	–	Sell	-1,971	Closed	-$224K	–	143
2018 Q3	$224K	Hold	1,971	–	–	0.12%	149
2018 Q2	$218K	Buy	+1,971	New	+$221K	0.13%	151

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

SimplyRich's VLO Position: Q2 2026 in Review

SimplyRich held its Valero Energy (VLO) position steady in Q2 2026 at 1,435 shares worth $373K. The position accounts for 0.09% of the portfolio, ranked #149.

SimplyRich first reported a position in VLO in Q2 2018 and has held it in 10 quarters since. 1,981 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

SimplyRich held 1,435 shares of Valero Energy worth $373K as of Q2 2026.
SimplyRich left its Valero Energy share count unchanged in Q2 2026.
Valero Energy made up 0.09% of SimplyRich's portfolio in Q2 2026, its #149 holding.
SimplyRich first reported a position in Valero Energy in Q2 2018 and has held it in 10 quarters since.
1,981 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on SimplyRich's 13F filing for Q2 2026, filed 3 Aug 2026.