Valero Energy Corp
VLO- Exchange
- NYSE
- Industry
- Petroleum Refining
- SEC CIK
- 0001035002
No open-market purchases or sales by Valero Energy Corp insiders were filed in the last 90 days; 1,983 institutions reported holding it in 13F filings for Q2 2026, worth $64.1B in total; Semper Augustus is the only superinvestor holding it.
13F holders, Q1 2023
Institutional positions in Valero Energy Corp as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,398
- +98 vs. Q4 2022
- Shares held
- 288.8M
- −11.0M (−3.7%) vs. Q4 2022
- Total value
- $40.1B
- +$2.06B (+5.4%) vs. Q4 2022
- New holders
- 173
- 498 more added
- Sold out
- 75
- 539 more reduced
26 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting VLO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,983 | $64.1B |
| Q1 2026 | 1,876 | $61.7B |
| Q4 2025 | 1,630 | $42.0B |
| Q3 2025 | 1,559 | $42.3B |
| Q2 2025 | 1,482 | $35.5B |
| Q1 2025 | 1,472 | $35.4B |
| Q4 2024 | 1,479 | $32.2B |
| Q3 2024 | 1,454 | $34.9B |
| Q2 2024 | 1,478 | $41.3B |
| Q1 2024 | 1,526 | $45.4B |
| Q4 2023 | 1,453 | $34.0B |
| Q3 2023 | 1,378 | $38.1B |
| Q2 2023 | 1,344 | $32.6B |
| Q1 2023 | 1,398 | $40.1B |
| Q4 2022 | 1,326 | $38.1B |
| Q3 2022 | 1,241 | $33.2B |
| Q2 2022 | 1,216 | $33.6B |
| Q1 2022 | 1,173 | $32.5B |
| Q4 2021 | 1,065 | $23.8B |
| Q3 2021 | 997 | $22.3B |
| Q2 2021 | 1,046 | $24.9B |
| Q1 2021 | 1,018 | $22.7B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Valero Energy Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Burke & Herbert Bank & Trust Co | 4,697 | $655.7K | 0.48% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 4,700 | $656.1K | 0.08% | +9+0.2% | Added |
| Thomas White International Ltd | 4,743 | $662.1K | 0.14% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 4,775 | $666.6K | 0.03% | +225+4.9% | Added |
| Wetherby Asset Management Inc | 4,800 | $670.1K | 0.04% | −18−0.4% | Reduced |
| Greenleaf Trust | 4,803 | $670.5K | 0.01% | −244−4.8% | Reduced |
| Moody Lynn & Lieberson, LLC | 4,811 | $671.6K | 0.06% | +41+0.9% | Added |
| MTM Investment Management, LLC | 4,830 | $674.3K | 0.35% | −10−0.2% | Reduced |
| Collective Family Office LLC | 4,844 | $676.2K | 0.28% | −75−1.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 4,853 | $677.5K | 0.36% | +457+10.4% | Added |
| First Citizens Bank & Trust Co | 4,861 | $678.6K | 0.01% | −108−2.2% | Reduced |
| Lincoln National Corp | 4,866 | $679.3K | 0.01% | +115+2.4% | Added |
| Romano Brothers and Company | 4,874 | $680.4K | 0.11% | −364−6.9% | Reduced |
| Brookstone Capital Management | 5,309 | $681.2K | 0.01% | −7,411−58.3% | Reduced |
| MQS Management LLC | 4,888 | $682.4K | 0.44% | +4,888 | New |
| Campbell & CO Investment Adviser LLC | 4,918 | $686.6K | 0.13% | +2,189+80.2% | Added |
| Wahed Invest LLC | 4,946 | $690.5K | 0.30% | −32−0.6% | Reduced |
| Quad-Cities Investment Group, LLC | 4,963 | $692.8K | 0.48% | +19+0.4% | Added |
| Rosenberg Matthew Hamilton | 4,975 | $694.5K | 0.22% | 00.0% | Unchanged |
| Guinness Atkinson Asset Management Inc | 4,981 | $695.3K | 0.39% | −1,132−18.5% | Reduced |
| Pinkerton Retirement Specialists, LLC | 4,992 | $696.9K | 0.13% | +4,992 | New |
| Apollon Wealth Management, LLC | 5,027 | $701.8K | 0.04% | −47−0.9% | Reduced |
| NVWM, LLC | 5,055 | $705.7K | 0.24% | −67−1.3% | Reduced |
| Demars Financial Group, LLC | 5,074 | $708.3K | 0.39% | −658−11.5% | Reduced |
| Burns Matteson Capital Management, LLC | 5,138 | $717.3K | 0.46% | +5,138 | New |
| Princeton Capital Management LLC | 5,194 | $725.1K | 0.31% | +110+2.2% | Added |
| Pathstone Family Office, LLC | 5,204 | $726.5K | 0.01% | −5,806−52.7% | Reduced |
| Eads & Heald Wealth Management | 5,225 | $729.0K | 0.36% | −1,779−25.4% | Reduced |
| Adirondack Trust Co | 5,230 | $730.1K | 0.37% | +12+0.2% | Added |
| Sweet Financial Partners, LLC | 5,239 | $731.4K | 0.20% | 00.0% | Unchanged |
| Wedmont Private Capital | 5,415 | $731.6K | 0.10% | +2,131+64.9% | Added |
| Sowell Financial Services LLC | 5,255 | $734.0K | 0.06% | −8,135−60.8% | Reduced |
| L.M. Kohn & Company | 5,265 | $735.0K | 0.30% | −375−6.6% | Reduced |
| Proffitt & Goodson Inc | 5,284 | $737.6K | 0.15% | −145−2.7% | Reduced |
| Tiaa, FSB | 5,290 | $738.5K | 0.00% | −910−14.7% | Reduced |
| E&G Advisors, LP | 5,395 | $753.1K | 0.28% | 00.0% | Unchanged |
| Jump Financial, LLC | 5,399 | $753.7K | 0.03% | +5,399 | New |
| St. Johns Investment Management Company, LLC | 5,410 | $755.2K | 0.44% | −259−4.6% | Reduced |
| Wambolt & Associates, LLC | 5,485 | $759.8K | 0.27% | +555+11.3% | Added |
| Dynamic Advisor Solutions LLC | 5,476 | $764.4K | 0.04% | +70+1.3% | Added |
| Cornerstone Advisory, LLC | 5,530 | $772.0K | 0.14% | +15+0.3% | Added |
| Laraway Financial Inc | 5,538 | $773.1K | 0.78% | −250−4.3% | Reduced |
| Hancock Whitney Corp | 5,546 | $774.0K | 0.03% | −274−4.7% | Reduced |
| Cutter & CO Brokerage, Inc. | 5,566 | $777.0K | 0.24% | −293−5.0% | Reduced |
| Petra Financial Advisors Inc | 5,593 | $780.8K | 0.77% | +175+3.2% | Added |
| HFG Wealth Management, LLC | 5,604 | $782.3K | 0.16% | +5,604 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 5,614 | $783.8K | 0.03% | −450−7.4% | Reduced |
| Headlands Technologies LLC | 5,644 | $787.9K | 0.52% | +5,644 | New |
| Cooper Financial Group | 5,650 | $788.7K | 0.21% | +726+14.7% | Added |
| Ballast, Inc. | 5,662 | $790.4K | 0.32% | −232−3.9% | Reduced |
| Old Port Advisors | 5,782 | $790.5K | 0.28% | −400−6.5% | Reduced |
| Good Life Advisors, LLC | 5,674 | $792.2K | 0.10% | −278−4.7% | Reduced |
| Heartland Bank & Trust Co | 5,692 | $794.6K | 0.60% | +5,692 | New |
| Paradigm Asset Management Co LLC | 5,700 | $795.7K | 0.22% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 5,703 | $796.1K | 0.02% | +3,935+222.6% | Added |
| Rational Advisors LLC | 5,705 | $796.4K | 0.07% | +5,705 | New |
| Armstrong Advisory Group, Inc | 5,775 | $806.2K | 0.10% | −1,047−15.3% | Reduced |
| Cornerstone Advisors, LLC | 5,800 | $809.7K | 0.04% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 5,806 | $810.6K | 0.04% | +5,806 | New |
| DRW Securities, LLC | 5,806 | $811.0K | 0.12% | +5,806 | New |
| Echo Street Capital Management LLC | 5,847 | $816.2K | 0.01% | +4,069+228.9% | Added |
| Perigon Wealth Management, LLC | 5,848 | $816.3K | 0.05% | +1,487+34.1% | Added |
| True Wealth Design, LLC | 5,887 | $821.8K | 0.34% | +5,815+8,076.4% | Added |
| Inspire Advisors, LLC | 5,945 | $829.9K | 0.19% | +1,407+31.0% | Added |
| Checchi Capital Advisers, LLC | 5,993 | $836.7K | 0.08% | +250+4.4% | Added |
| Wellington Shields Capital Management, LLC | 6,000 | $837.6K | 0.10% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 6,047 | $844.2K | 0.26% | 00.0% | Unchanged |
| Ballew Advisors, Inc | 7,300 | $844.5K | 0.62% | 00.0% | Unchanged |
| Goelzer Investment Management, Inc. | 6,071 | $847.5K | 0.07% | −42−0.7% | Reduced |
| Independent Financial Group, LLC | 6,074 | $847.9K | 0.07% | +417+7.4% | Added |
| Invst, LLC | 7,414 | $849.9K | 0.13% | −2,075−21.9% | Reduced |
| Daymark Wealth Partners, LLC | 6,092 | $850.4K | 0.11% | +292+5.0% | Added |
| Ahrens Investment Partners LLC | 6,098 | $851.3K | 0.42% | −69−1.1% | Reduced |
| Fundamentun, LLC | 6,101 | $851.8K | 0.14% | −206−3.3% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 6,103 | $852.0K | 0.75% | −539−8.1% | Reduced |
| Canal Capital Management, LLC | 6,131 | $855.9K | 0.19% | 00.0% | Unchanged |
| LRT Capital Management, LLC | 6,175 | $862.0K | 0.65% | +6,175 | New |
| Chesapeake Wealth Management | 6,184 | $863.3K | 0.36% | −45−0.7% | Reduced |
| Forum Financial Management, LP | 6,184 | $863.3K | 0.02% | +4+0.1% | Added |
| Virtus ETF Advisers LLC | 6,203 | $865.9K | 0.48% | +151+2.5% | Added |
| Oversea-Chinese Banking CORP Ltd | 6,227 | $869.3K | 0.04% | −1,123−15.3% | Reduced |
| Montecito Bank & Trust | 6,241 | $871.2K | 0.21% | +275+4.6% | Added |
| USA Financial Portformulas Corp | 6,282 | $877.0K | 1.42% | +6,282 | New |
| Personal Cfo Solutions, LLC | 6,290 | $878.1K | 0.18% | −6−0.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 6,313 | $881.3K | 0.15% | +12+0.2% | Added |
| Parsons Capital Management Inc | 6,332 | $883.9K | 0.07% | −14−0.2% | Reduced |
| Coldstream Capital Management Inc | 6,340 | $885.1K | 0.03% | +854+15.6% | Added |
| Sentry Investment Management LLC | 6,371 | $889.0K | 0.37% | +2,115+49.7% | Added |
| Old Mission Capital LLC | 6,371 | $889.4K | 0.03% | +4,356+216.2% | Added |
| Rodgers Brothers Inc. | 6,400 | $893.4K | 0.17% | +2,550+66.2% | Added |
| Jackson Creek Investment Advisors LLC | 6,409 | $895.0K | 0.38% | −11−0.2% | Reduced |
| Meeder Advisory Services, Inc. | 6,420 | $896.3K | 0.10% | +686+12.0% | Added |
| Wesbanco Bank Inc | 6,420 | $897.0K | 0.04% | −307−4.6% | Reduced |
| First Horizon Advisors, Inc. | 6,430 | $897.6K | 0.03% | −660−9.3% | Reduced |
| Motco | 6,432 | $897.9K | 0.06% | +75+1.2% | Added |
| Clarius Group, LLC | 6,441 | $899.2K | 0.08% | −546−7.8% | Reduced |
| Crawford Investment Counsel Inc | 6,446 | $899.9K | 0.02% | −614−8.7% | Reduced |
| Atlas Capital Advisors LLC | 6,487 | $905.6K | 0.14% | +306+5.0% | Added |
| Rothschild Investment Corp | 6,508 | $909.0K | 0.08% | −69−1.0% | Reduced |
| Copperwynd Financial, LLC | 6,523 | $910.6K | 0.47% | −299−4.4% | Reduced |