Position in VLO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$4,009,213
+$3,658,607 QoQ
Shares Held
15,394
+984.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#531
of 1,955 holders
Holding Since
Mar 2024
9 quarters on record
Common Shares in VLO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Simplicity Wealth,LLC holds $5,881,415 across 3 Oil & Gas Refining & Marketing names. VLO ranks #1 (68.2% of the industry book) .
All Filings in VLO
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,009,213 | 15,394 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $350,606 | 1,419 | Shares | Sole | 2026-04-30 | |
| 2025-09-30 | $630,813 | 3,705 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $870,638 | 6,477 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $377,852 | 2,861 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $347,420 | 2,834 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $352,023 | 2,607 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,642,844 | 10,480 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,696,829 | 9,941 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||