OF
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Optimize Financial’s Valero Energy VLO Stock Holding History

Optimize Financial’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 		$209K Buy
+804
New +$198K 0.08% 279

Other funds holding VLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Optimize Financial's VLO Position: Q2 2026 in Review

Optimize Financial opened a new position in Valero Energy (VLO) in Q2 2026: 804 shares worth $209K. The stake represents 0.08% of the portfolio and ranks #279 among its holdings.

1,979 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Optimize Financial held 804 shares of Valero Energy worth $209K as of Q2 2026.
  • Valero Energy was a new Optimize Financial position in Q2 2026.
  • Valero Energy made up 0.08% of Optimize Financial's portfolio in Q2 2026, its #279 holding.
  • 1,979 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.