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 Q3	$556K	Hold	1,435	–	–	0.13%	134
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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

SimplyRich's VLO Position: Q3 2026 in Review

SimplyRich held its Valero Energy (VLO) position steady in Q3 2026 at 1,435 shares worth $556K. The position accounts for 0.13% of the portfolio, ranked #134.

SimplyRich first reported a position in VLO in Q2 2018 and has held it in 11 quarters since. 1,490 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

SimplyRich held 1,435 shares of Valero Energy worth $556K as of Q3 2026.
SimplyRich left its Valero Energy share count unchanged in Q3 2026.
Valero Energy made up 0.13% of SimplyRich's portfolio in Q3 2026, its #134 holding.
SimplyRich first reported a position in Valero Energy in Q2 2018 and has held it in 11 quarters since.
1,490 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on SimplyRich's 13F filing for Q3 2026, filed 6 Nov 2026.