SOAM
VLO icon

SBI Okasan Asset Management’s Valero Energy VLO Stock Holding History

SBI Okasan Asset Management’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 		$266K Sell
1,000
-1,200
-55% -$295K 0.01% 249
2026
Q1 		$551K Sell
2,200
-500
-19% -$103K 0.02% 187
2025
Q4 		$447K Buy
+2,700
New +$457K 0.02% 195

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

SBI Okasan Asset Management's VLO Position: Q2 2026 in Review

SBI Okasan Asset Management reduced its Valero Energy (VLO) stake by 55% in Q2 2026, selling an estimated $295K and leaving 1,000 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #249.

SBI Okasan Asset Management first reported a position in VLO in Q4 2025 and has held it in 3 quarters since. The position peaked at $551K in Q1 2026. 1,976 funds tracked by Wall St. Rank hold VLO as of Q2 2026.

  • SBI Okasan Asset Management held 1,000 shares of Valero Energy worth $266K as of Q2 2026.
  • SBI Okasan Asset Management sold 1,200 Valero Energy shares in Q2 2026, an estimated $295K.
  • Valero Energy made up 0.01% of SBI Okasan Asset Management's portfolio in Q2 2026, its #249 holding.
  • SBI Okasan Asset Management first reported a position in Valero Energy in Q4 2025 and has held it in 3 quarters since.
  • SBI Okasan Asset Management's Valero Energy position peaked at $551K in Q1 2026.
  • 1,976 funds tracked by Wall St. Rank held Valero Energy as of Q2 2026.

Based on SBI Okasan Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.