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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
2019
Q2 		– Sell
-1,000
Closed -$2K – 1006
2019
Q1 		$2K Buy
+1,000
New +$82.6K ﹤0.01% 956

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.