VLO — VALERO ENERGY CORP

Ownership history in Simplicity Wealth,LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Simplicity Wealth,LLC reported a position in VALERO ENERGY CORP (VLO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.07% (2024 Q4)
Avg. % of fund
0.04%
First filed
2024 Q1
Last filed
2025 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 3,705 -2,772 -42.8% 0.04% $631K $168.16
2025 Q2 ADDED 6,477 +3,616 +126.4% 0.04% $871K $131.69
2025 Q1 ADDED 2,861 +27 +1.0% 0.03% $378K $128.30
2024 Q4 ADDED 2,834 +227 +8.7% 0.07% $347K $118.12
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VLO price (monthly, adj. close)

Other funds also holding VLO

As of 2025 Q4 — sorted by position size

CSU Producer Resources, Inc. 3Y 7Y 12.19% Solus Alternative Asset Management LP 3Y 7Y 9.99% William B. Walkup & Associates, Inc. 6.71% Praetorian PR LLC 5.13% Paradiem, LLC 3Y 3.81% SEMPER AUGUSTUS INVESTMENTS GROUP LLC 3Y 7Y 3.72% S.E.E.D. Planning Group LLC 3Y 3.27% Summit Street Capital Management, LLC 3Y 7Y 3.27% Westchester Capital Management, Inc. 3Y 7Y 2.89% Carmel Capital Management L.L.C. 3Y 2.59%
← Back to Simplicity Wealth,LLC Holdings