Optivise Advisory Services
VLO icon

Optivise Advisory Services’s Valero Energy VLO Stock Holding History

Optivise Advisory Services’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
Q3 		$452K Buy
1,167
+2
+0.2% +$675 0.22% 114
2026
Q2 		$304K Buy
1,165
+8
+0.7% +$1.97K 0.15% 156
2026
Q1 		$286K Buy
+1,157
New +$239K 0.17% 136

Other funds holding VLO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Optivise Advisory Services's VLO Position: Q3 2026 in Review

Optivise Advisory Services increased its Valero Energy (VLO) stake by 0.17% in Q3 2026, buying an estimated $675 and bringing the position to 1,167 shares worth $452K. The position accounts for 0.22% of the portfolio, ranked #114.

Optivise Advisory Services first reported a position in VLO in Q1 2026 and has held it in 3 quarters since. 1,385 funds tracked by Wall St. Rank hold VLO as of Q3 2026.

  • Optivise Advisory Services held 1,167 shares of Valero Energy worth $452K as of Q3 2026.
  • Optivise Advisory Services bought 2 Valero Energy shares in Q3 2026, an estimated $675.
  • Valero Energy made up 0.22% of Optivise Advisory Services's portfolio in Q3 2026, its #114 holding.
  • Optivise Advisory Services first reported a position in Valero Energy in Q1 2026 and has held it in 3 quarters since.
  • 1,385 funds tracked by Wall St. Rank held Valero Energy as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.