Optima Capital’s Valero Energy VLO Stock Holding History

Optima Capital’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	–	Sell	-21	Closed	-$3.42K	–	1265
2025 Q4	$3.42K	Buy	+21	New	+$3.56K	﹤0.01%	673

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Optima Capital's VLO Position: Q1 2026 in Review

Optima Capital sold out of Valero Energy (VLO) in Q1 2026, closing a stake of 21 shares — an estimated $3.42K sold.

Optima Capital first reported a position in VLO in Q4 2025 and held it in 1 quarter. The position peaked at $3.42K in Q4 2025. 1,871 funds tracked by Wall St. Rank hold VLO as of Q1 2026.

Optima Capital reported no remaining Valero Energy position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 21 Valero Energy shares in Q1 2026, an estimated $3.42K.
Optima Capital first reported a position in Valero Energy in Q4 2025 and held it in 1 quarter.
Optima Capital's Valero Energy position peaked at $3.42K in Q4 2025.
1,871 funds tracked by Wall St. Rank held Valero Energy as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.