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Optimum Investment Advisors’s Valero Energy VLO Stock Holding History

Optimum Investment Advisors’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
2025
Q3 		$396K Hold
2,325
– – 0.16% 119
2025
Q2 		$313K Hold
2,325
– – 0.14% 139
2025
Q1 		$307K Sell
2,325
-800
-26% -$106K 0.14% 132
2024
Q4 		$383K Sell
3,125
-250
-7% -$33.4K 0.17% 120
2024
Q3 		$456K Sell
3,375
-999
-23% -$145K 0.2% 109
2024
Q2 		$686K Hold
4,374
– – 0.31% 70
2024
Q1 		$747K Sell
4,374
-450
-9% -$64.5K 0.34% 70
2023
Q4 		$627K Buy
4,824
+200
+4% +$25.4K 0.32% 75
2023
Q3 		$655K Buy
4,624
+200
+5% +$26.2K 0.34% 74
2023
Q2 		$519K Buy
4,424
+200
+5% +$23.2K 0.25% 101
2023
Q1 		$590K Buy
4,224
+50
+1% +$6.72K 0.31% 79
2022
Q4 		$530K Buy
4,174
+500
+14% +$62.8K 0.29% 88
2022
Q3 		$393K Buy
3,674
+1,275
+53% +$140K 0.21% 111
2022
Q2 		$255K Buy
2,399
+200
+9% +$23.7K 0.13% 162
2022
Q1 		$223K Sell
2,199
-200
-8% -$17.3K 0.09% 191
2021
Q4 		$180K Hold
2,399
– – 0.07% 250
2021
Q3 		$169K Sell
2,399
-3,400
-59% -$226K 0.07% 246
2021
Q2 		$453K Sell
5,799
-1,325
-19% -$103K 0.14% 157
2021
Q1 		$510K Buy
7,124
+100
+1% +$6.8K 0.15% 141
2020
Q4 		$397K Sell
7,024
-550
-7% -$27K 0.12% 159
2020
Q3 		$328K Buy
7,574
+100
+1% +$5.24K 0.11% 162
2020
Q2 		$440K Sell
7,474
-375
-5% -$22.4K 0.15% 145
2020
Q1 		$356K Sell
7,849
-357
-4% -$25.9K 0.15% 149
2019
Q4 		$769K Buy
8,206
+1
+0% +$95 0.23% 114
2019
Q3 		$699K Sell
8,205
-1,265
-13% -$102K 0.22% 117
2019
Q2 		$811K Sell
9,470
-193
-2% -$15.9K 0.26% 92
2019
Q1 		$820K Sell
9,663
-1,012
-9% -$83.6K 0.27% 91
2018
Q4 		$800K Sell
10,675
-2,970
-22% -$261K 0.28% 92
2018
Q3 		$1.55M Sell
13,645
-196
-1% -$22.3K 0.43% 51
2018
Q2 		$1.53M Buy
13,841
+401
+3% +$45K 0.44% 50
2018
Q1 		$1.25M Sell
13,440
-449
-3% -$41.9K 0.37% 70
2017
Q4 		$1.28M Buy
13,889
+2
+0% +$165 0.41% 66
2017
Q3 		$1.07M Sell
13,887
-465
-3% -$32K 0.36% 81
2017
Q2 		$968K Buy
14,352
+152
+1% +$9.86K 0.34% 91
2017
Q1 		$941K Buy
14,200
+951
+7% +$63.6K 0.33% 91
2016
Q4 		$905K Buy
13,249
+800
+6% +$49.2K 0.34% 85
2016
Q3 		$660K Buy
12,449
+3,668
+42% +$196K 0.25% 117
2016
Q2 		$448K Sell
8,781
-1,994
-19% -$113K 0.17% 163
2016
Q1 		$691K Sell
10,775
-1,100
-9% -$70K 0.27% 112
2015
Q4 		$840K Sell
11,875
-200
-2% -$13.6K 0.32% 92
2015
Q3 		$726K Buy
+12,075
New +$767K 0.29% 104
2015
Q1 		$729K Sell
11,460
-11,760
-51% -$656K 0.23% 119
2014
Q4 		$585K Buy
23,220
+11,810
+104% +$572K 0.19% 139
2014
Q3 		$530K Buy
11,410
+400
+4% +$20.2K 0.18% 144
2014
Q2 		$552K Sell
11,010
-545
-5% -$30K 0.18% 144
2014
Q1 		$614K Sell
11,555
-1,050
-8% -$53.8K 0.23% 120
2013
Q4 		$635K Buy
12,605
+140
+1% +$5.9K 0.24% 115
2013
Q3 		$426K Buy
+12,465
New +$441K 0.17% 137

Other funds holding VLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Optimum Investment Advisors's VLO Position: Q3 2025 in Review

Optimum Investment Advisors held its Valero Energy (VLO) position steady in Q3 2025 at 2,325 shares worth $396K. The position accounts for 0.16% of the portfolio, ranked #119.

Optimum Investment Advisors first reported a position in VLO in Q3 2013 and has held it in 48 quarters since. The position peaked at $1.55M in Q3 2018. 1,555 funds tracked by Wall St. Rank hold VLO as of Q3 2025.

  • Optimum Investment Advisors held 2,325 shares of Valero Energy worth $396K as of Q3 2025.
  • Optimum Investment Advisors left its Valero Energy share count unchanged in Q3 2025.
  • Valero Energy made up 0.16% of Optimum Investment Advisors's portfolio in Q3 2025, its #119 holding.
  • Optimum Investment Advisors first reported a position in Valero Energy in Q3 2013 and has held it in 48 quarters since.
  • Optimum Investment Advisors's Valero Energy position peaked at $1.55M in Q3 2018.
  • 1,555 funds tracked by Wall St. Rank held Valero Energy as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.