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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
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

Optivise Advisory Services's VLO Position: Q2 2026 in Review

Optivise Advisory Services increased its Valero Energy (VLO) stake by 0.69% in Q2 2026, buying an estimated $1.97K and bringing the position to 1,165 shares worth $304K. The position accounts for 0.15% of the portfolio, ranked #156.

Optivise Advisory Services first reported a position in VLO in Q1 2026 and has held it in 2 quarters since. 627 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • Optivise Advisory Services held 1,165 shares of Valero Energy worth $304K as of Q2 2026.
  • Optivise Advisory Services bought 8 Valero Energy shares in Q2 2026, an estimated $1.97K.
  • Valero Energy made up 0.15% of Optivise Advisory Services's portfolio in Q2 2026, its #156 holding.
  • Optivise Advisory Services first reported a position in Valero Energy in Q1 2026 and has held it in 2 quarters since.
  • 627 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.