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, Q3 2023
Institutional positions in Valero Energy Corp as of Sep 30, 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
- 1,378
- +51 vs. Q2 2023
- Shares held
- 268.3M
- −8.79M (−3.2%) vs. Q2 2023
- Total value
- $38.1B
- +$5.55B (+17.1%) vs. Q2 2023
- New holders
- 145
- 483 more added
- Sold out
- 94
- 548 more reduced
17 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: 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, Q3 2023
Shares, value and share of portfolio for each institution holding Valero Energy Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Narus Financial Partners, LLC | 1,827 | $258.9K | 0.13% | +103+6.0% | Added |
| Childress Capital Advisors, LLC | 1,830 | $259.3K | 0.08% | +1,830 | New |
| Waratah Capital Advisors Ltd. | 1,833 | $259.8K | 0.01% | −30,777−94.4% | Reduced |
| LCM Capital Management Inc | 1,838 | $260.4K | 0.21% | +1+0.1% | Added |
| Oak Asset Management, LLC | 1,849 | $262.0K | 0.11% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 1,859 | $263.0K | 0.00% | −2,070−52.7% | Reduced |
| Ferguson Wellman Capital Management, Inc | 1,859 | $263.4K | 0.01% | +9+0.5% | Added |
| Claret Asset Management Corp | 1,864 | $264.0K | 0.05% | −115−5.8% | Reduced |
| Schechter Investment Advisors, LLC | 1,865 | $264.3K | 0.03% | +98+5.5% | Added |
| Maven Securities LTD | 1,876 | $265.8K | 0.03% | +1,876 | New |
| WESPAC Advisors, LLC | 1,877 | $266.0K | 0.20% | +4+0.2% | Added |
| PFG Investments, LLC | 1,880 | $266.4K | 0.05% | −901−32.4% | Reduced |
| Smith, Salley & Associates | 1,883 | $266.8K | 0.02% | +1+0.1% | Added |
| Grimes & Company, Inc. | 1,887 | $267.3K | 0.01% | −37−1.9% | Reduced |
| Advocate Group LLC | 1,888 | $267.5K | 0.06% | −73−3.7% | Reduced |
| Financial Advisory Corp | 1,891 | $268.0K | 0.12% | −62−3.2% | Reduced |
| Guardian Wealth Advisors, LLC | 1,895 | $268.5K | 0.05% | +136+7.7% | Added |
| Farmers & Merchants Trust Co of Long Beach | 1,910 | $270.7K | 0.08% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 1,914 | $271.2K | 0.05% | −32−1.6% | Reduced |
| Venture Visionary Partners LLC | 1,921 | $272.2K | 0.02% | −108−5.3% | Reduced |
| RSM US Wealth Management LLC | 1,924 | $272.6K | 0.01% | +114+6.3% | Added |
| Probity Advisors, Inc. | 1,925 | $272.8K | 0.06% | 00.0% | Unchanged |
| Clarus Group, Inc. | 1,925 | $272.8K | 0.20% | −30−1.5% | Reduced |
| Modera Wealth Management, LLC | 1,933 | $273.9K | 0.01% | +1,933 | New |
| NorthRock Partners, LLC | 1,961 | $277.9K | 0.03% | −73−3.6% | Reduced |
| Wealthsource Partners, LLC | 1,962 | $278.0K | 0.02% | +234+13.5% | Added |
| Penserra Capital Management LLC | 1,980 | $280.0K | 0.01% | −361−15.4% | Reduced |
| Hengehold Capital Management LLC | 1,982 | $280.9K | 0.04% | −2,485−55.6% | Reduced |
| Catalyst Financial Partners LLC | 1,989 | $281.9K | 0.09% | +188+10.4% | Added |
| Jarislowsky, Fraser Ltd | 1,992 | $282.3K | 0.00% | 00.0% | Unchanged |
| Galvin, Gaustad & Stein, LLC | 1,995 | $282.7K | 0.03% | −100−4.8% | Reduced |
| Van Cleef Asset Management,Inc | 2,000 | $283.4K | 0.04% | 00.0% | Unchanged |
| Fractal Investments LLC | 2,000 | $283.4K | 0.06% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 2,006 | $284.3K | 0.06% | −94−4.5% | Reduced |
| Scissortail Wealth Management, LLC | 2,169 | $284.5K | 0.22% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 2,035 | $288.4K | 0.08% | +218+12.0% | Added |
| Advisors Capital Management, LLC | 2,043 | $290.0K | 0.01% | +16+0.8% | Added |
| Sentry Investment Management LLC | 2,050 | $291.0K | 0.14% | −678−24.9% | Reduced |
| Concorde Asset Management, LLC | 2,062 | $292.2K | 0.26% | +2,062 | New |
| WBH Advisory Inc | 2,064 | $292.5K | 0.04% | +175+9.3% | Added |
| Magnus Financial Group LLC | 2,065 | $292.6K | 0.04% | +26+1.3% | Added |
| StrategIQ Financial Group, LLC | 2,066 | $292.8K | 0.03% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 2,066 | $292.8K | 0.04% | +14+0.7% | Added |
| RFG Advisory, LLC | 2,068 | $293.1K | 0.01% | +2,068 | New |
| Rehmann Capital Advisory Group | 2,076 | $294.3K | 0.03% | +36+1.8% | Added |
| Gray Wealth Management Inc. | 2,077 | $294.4K | 0.15% | +45+2.2% | Added |
| Evergreen Wealth Solutions, LLC | 2,079 | $294.6K | 0.30% | +42+2.1% | Added |
| Mattern Wealth Management LLC | 2,083 | $295.2K | 0.09% | 00.0% | Unchanged |
| TruWealth Advisors, LLC | 2,091 | $296.4K | 0.03% | 00.0% | Unchanged |
| Security National Bank | 2,023 | $297.7K | 0.08% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 2,110 | $298.9K | 0.02% | +2+0.1% | Added |
| Clearstead Advisors, LLC | 2,114 | $299.6K | 0.02% | +940+80.1% | Added |
| BluePath Capital Management, LLC | 2,118 | $300.2K | 0.28% | +2,118 | New |
| Clare Market Investments LLC | 2,121 | $300.5K | 0.12% | −43−2.0% | Reduced |
| Cutler Group LP | 2,125 | $301.0K | 0.05% | −2,080−49.5% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,136 | $302.7K | 0.01% | +59+2.8% | Added |
| LGT Group Foundation | 2,200 | $303.8K | 0.01% | 00.0% | Unchanged |
| Apella Capital, LLC | 2,151 | $304.9K | 0.02% | +65+3.1% | Added |
| OneAscent Wealth Management LLC | 2,162 | $306.0K | 0.13% | −478−18.1% | Reduced |
| Blueprint Investment Partners LLC | 2,163 | $306.5K | 0.10% | +2,163 | New |
| Formidable Asset Management, LLC | 2,172 | $307.8K | 0.07% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 2,176 | $308.4K | 0.05% | −7−0.3% | Reduced |
| Financial Advisors Network, Inc. | 2,178 | $308.6K | 0.07% | +2,178 | New |
| Baker Ellis Asset Management LLC | 2,180 | $308.9K | 0.06% | −300−12.1% | Reduced |
| Telemus Capital, LLC | 2,187 | $309.9K | 0.03% | −2−0.1% | Reduced |
| Hamilton Capital, LLC | 2,194 | $310.9K | 0.02% | +3+0.1% | Added |
| Aua Capital Management, LLC | 2,194 | $310.9K | 0.22% | +364+19.9% | Added |
| Focus Financial Network, Inc. | 2,196 | $311.2K | 0.02% | −31−1.4% | Reduced |
| Leonteq Securities AG | 2,200 | $311.8K | 0.03% | −5,221−70.4% | Reduced |
| Proficio Capital Partners LLC | 2,207 | $312.7K | 0.04% | +39+1.8% | Added |
| Armor Investment Advisors, LLC | 2,216 | $314.0K | 0.19% | +5+0.2% | Added |
| Kovitz Investment Group Partners, LLC | 2,221 | $314.8K | 0.01% | −200−8.3% | Reduced |
| Ancora Advisors, LLC | 2,226 | $315.4K | 0.01% | −660−22.9% | Reduced |
| Trust Co of Toledo NA | 2,234 | $316.6K | 0.06% | +2,234 | New |
| NTV Asset Management LLC | 2,237 | $317.0K | 0.06% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 2,243 | $317.8K | 0.01% | +410+22.4% | Added |
| Kovack Advisors, Inc. | 2,243 | $317.9K | 0.04% | +2,243 | New |
| Centennial Wealth Advisory LLC | 2,261 | $320.5K | 0.17% | −169−7.0% | Reduced |
| Hudson Valley Investment Advisors Inc | 2,276 | $322.5K | 0.05% | −584−20.4% | Reduced |
| Citizens Financial Group Inc | 2,279 | $323.0K | 0.01% | +2,279 | New |
| Shelton Wealth Management, LLC | 2,287 | $324.1K | 0.26% | +8+0.4% | Added |
| Provence Wealth Management Group | 2,297 | $325.5K | 0.20% | +2,297 | New |
| Quadrant Capital Group LLC | 2,311 | $327.5K | 0.03% | +389+20.2% | Added |
| Strategic Blueprint, LLC | 2,311 | $327.5K | 0.03% | −123−5.1% | Reduced |
| Lakeview Capital Partners, LLC | 2,319 | $328.6K | 0.06% | +20+0.9% | Added |
| Compass Wealth Management LLC | 2,338 | $331.3K | 0.10% | 00.0% | Unchanged |
| Alps Advisors Inc | 2,349 | $332.9K | 0.00% | −56−2.3% | Reduced |
| DRW Securities, LLC | 2,350 | $333.0K | 0.03% | −1,408−37.5% | Reduced |
| Purus Wealth Management, LLC | 2,375 | $336.6K | 0.23% | +16+0.7% | Added |
| Mather Group, LLC. | 2,383 | $337.8K | 0.01% | −540−18.5% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 2,391 | $338.8K | 0.31% | 00.0% | Unchanged |
| Shelton Capital Management | 2,398 | $339.8K | 0.01% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 2,404 | $340.6K | 0.23% | −491−17.0% | Reduced |
| TCI Wealth Advisors, Inc. | 2,410 | $341.5K | 0.04% | +3+0.1% | Added |
| Acropolis Investment Management, LLC | 2,441 | $345.9K | 0.03% | −70−2.8% | Reduced |
| Mayflower Financial Advisors, LLC | 2,441 | $346.0K | 0.05% | +58+2.4% | Added |
| ABLE Financial Group, LLC | 2,446 | $346.6K | 0.17% | −20−0.8% | Reduced |
| Sherbrooke Park Advisers LLC | 2,454 | $347.8K | 0.11% | −1,946−44.2% | Reduced |
| Financial Management Professionals, Inc. | 2,457 | $348.0K | 0.06% | −229−8.5% | Reduced |
| Kathmere Capital Management, LLC | 2,467 | $349.6K | 0.05% | +358+17.0% | Added |