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; 1,982 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
- 1,377
- +50 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
- 144
- 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 | 1,982 | $64.1B |
| Q1 2026 | 1,876 | $61.7B |
| Q4 2025 | 1,630 | $42.0B |
| Q3 2025 | 1,559 | $42.3B |
| Q2 2025 | 1,481 | $35.5B |
| Q1 2025 | 1,472 | $35.4B |
| Q4 2024 | 1,479 | $32.2B |
| Q3 2024 | 1,453 | $34.9B |
| Q2 2024 | 1,477 | $41.3B |
| Q1 2024 | 1,526 | $45.4B |
| Q4 2023 | 1,452 | $34.0B |
| Q3 2023 | 1,377 | $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 |
|---|---|---|---|---|---|
| Centennial Wealth Advisory LLC | 2,261 | $320.5K | 0.17% | −169−7.0% | Reduced |
| Kovack Advisors, Inc. | 2,243 | $317.9K | 0.04% | +2,243 | New |
| Perigon Wealth Management, LLC | 2,243 | $317.8K | 0.01% | +410+22.4% | Added |
| NTV Asset Management LLC | 2,237 | $317.0K | 0.06% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 2,234 | $316.6K | 0.06% | +2,234 | New |
| Ancora Advisors, LLC | 2,226 | $315.4K | 0.01% | −660−22.9% | Reduced |
| Kovitz Investment Group Partners, LLC | 2,221 | $314.8K | 0.01% | −200−8.3% | Reduced |
| Armor Investment Advisors, LLC | 2,216 | $314.0K | 0.19% | +5+0.2% | Added |
| Proficio Capital Partners LLC | 2,207 | $312.7K | 0.04% | +39+1.8% | Added |
| Leonteq Securities AG | 2,200 | $311.8K | 0.03% | −5,221−70.4% | Reduced |
| Focus Financial Network, Inc. | 2,196 | $311.2K | 0.02% | −31−1.4% | Reduced |
| Aua Capital Management, LLC | 2,194 | $310.9K | 0.22% | +364+19.9% | Added |
| Hamilton Capital, LLC | 2,194 | $310.9K | 0.02% | +3+0.1% | Added |
| Telemus Capital, LLC | 2,187 | $309.9K | 0.03% | −2−0.1% | Reduced |
| Baker Ellis Asset Management LLC | 2,180 | $308.9K | 0.06% | −300−12.1% | Reduced |
| Financial Advisors Network, Inc. | 2,178 | $308.6K | 0.07% | +2,178 | New |
| Nilsine Partners, LLC | 2,176 | $308.4K | 0.05% | −7−0.3% | Reduced |
| Formidable Asset Management, LLC | 2,172 | $307.8K | 0.07% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 2,163 | $306.5K | 0.10% | +2,163 | New |
| OneAscent Wealth Management LLC | 2,162 | $306.0K | 0.13% | −478−18.1% | Reduced |
| Apella Capital, LLC | 2,151 | $304.9K | 0.02% | +65+3.1% | Added |
| LGT Group Foundation | 2,200 | $303.8K | 0.01% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,136 | $302.7K | 0.01% | +59+2.8% | Added |
| Cutler Group LP | 2,125 | $301.0K | 0.05% | −2,080−49.5% | Reduced |
| Clare Market Investments LLC | 2,121 | $300.5K | 0.12% | −43−2.0% | Reduced |
| BluePath Capital Management, LLC | 2,118 | $300.2K | 0.28% | +2,118 | New |
| Clearstead Advisors, LLC | 2,114 | $299.6K | 0.02% | +940+80.1% | Added |
| Gladstone Institutional Advisory LLC | 2,110 | $298.9K | 0.02% | +2+0.1% | Added |
| Security National Bank | 2,023 | $297.7K | 0.08% | 00.0% | Unchanged |
| TruWealth Advisors, LLC | 2,091 | $296.4K | 0.03% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 2,083 | $295.2K | 0.09% | 00.0% | Unchanged |
| Evergreen Wealth Solutions, LLC | 2,079 | $294.6K | 0.30% | +42+2.1% | Added |
| Gray Wealth Management Inc. | 2,077 | $294.4K | 0.15% | +45+2.2% | Added |
| Rehmann Capital Advisory Group | 2,076 | $294.3K | 0.03% | +36+1.8% | Added |
| RFG Advisory, LLC | 2,068 | $293.1K | 0.01% | +2,068 | New |
| 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 |
| Magnus Financial Group LLC | 2,065 | $292.6K | 0.04% | +26+1.3% | Added |
| WBH Advisory Inc | 2,064 | $292.5K | 0.04% | +175+9.3% | Added |
| Concorde Asset Management, LLC | 2,062 | $292.2K | 0.26% | +2,062 | New |
| Sentry Investment Management LLC | 2,050 | $291.0K | 0.14% | −678−24.9% | Reduced |
| Advisors Capital Management, LLC | 2,043 | $290.0K | 0.01% | +16+0.8% | Added |
| Walkner Condon Financial Advisors LLC | 2,035 | $288.4K | 0.08% | +218+12.0% | Added |
| Scissortail Wealth Management, LLC | 2,169 | $284.5K | 0.22% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 2,006 | $284.3K | 0.06% | −94−4.5% | 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 |
| Galvin, Gaustad & Stein, LLC | 1,995 | $282.7K | 0.03% | −100−4.8% | Reduced |
| Jarislowsky, Fraser Ltd | 1,992 | $282.3K | 0.00% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 1,989 | $281.9K | 0.09% | +188+10.4% | Added |
| Hengehold Capital Management LLC | 1,982 | $280.9K | 0.04% | −2,485−55.6% | Reduced |
| Penserra Capital Management LLC | 1,980 | $280.0K | 0.01% | −361−15.4% | Reduced |
| Wealthsource Partners, LLC | 1,962 | $278.0K | 0.02% | +234+13.5% | Added |
| NorthRock Partners, LLC | 1,961 | $277.9K | 0.03% | −73−3.6% | Reduced |
| Modera Wealth Management, LLC | 1,933 | $273.9K | 0.01% | +1,933 | New |
| Clarus Group, Inc. | 1,925 | $272.8K | 0.20% | −30−1.5% | Reduced |
| Probity Advisors, Inc. | 1,925 | $272.8K | 0.06% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 1,924 | $272.6K | 0.01% | +114+6.3% | Added |
| Venture Visionary Partners LLC | 1,921 | $272.2K | 0.02% | −108−5.3% | Reduced |
| Ropes Wealth Advisors LLC | 1,914 | $271.2K | 0.05% | −32−1.6% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 1,910 | $270.7K | 0.08% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 1,895 | $268.5K | 0.05% | +136+7.7% | Added |
| Financial Advisory Corp | 1,891 | $268.0K | 0.12% | −62−3.2% | Reduced |
| Advocate Group LLC | 1,888 | $267.5K | 0.06% | −73−3.7% | Reduced |
| Grimes & Company, Inc. | 1,887 | $267.3K | 0.01% | −37−1.9% | Reduced |
| Smith, Salley & Associates | 1,883 | $266.8K | 0.02% | +1+0.1% | Added |
| PFG Investments, LLC | 1,880 | $266.4K | 0.05% | −901−32.4% | Reduced |
| WESPAC Advisors, LLC | 1,877 | $266.0K | 0.20% | +4+0.2% | Added |
| Maven Securities LTD | 1,876 | $265.8K | 0.03% | +1,876 | New |
| Schechter Investment Advisors, LLC | 1,865 | $264.3K | 0.03% | +98+5.5% | Added |
| Claret Asset Management Corp | 1,864 | $264.0K | 0.05% | −115−5.8% | Reduced |
| Ferguson Wellman Capital Management, Inc | 1,859 | $263.4K | 0.01% | +9+0.5% | Added |
| Loomis Sayles & Co L P | 1,859 | $263.0K | 0.00% | −2,070−52.7% | Reduced |
| Oak Asset Management, LLC | 1,849 | $262.0K | 0.11% | 00.0% | Unchanged |
| LCM Capital Management Inc | 1,838 | $260.4K | 0.21% | +1+0.1% | Added |
| Waratah Capital Advisors Ltd. | 1,833 | $259.8K | 0.01% | −30,777−94.4% | Reduced |
| Childress Capital Advisors, LLC | 1,830 | $259.3K | 0.08% | +1,830 | New |
| Narus Financial Partners, LLC | 1,827 | $258.9K | 0.13% | +103+6.0% | Added |
| Ethic Inc. | 1,809 | $256.3K | 0.01% | −22,682−92.6% | Reduced |
| Verus Capital Partners, LLC | 1,809 | $256.3K | 0.04% | −345−16.0% | Reduced |
| Fairbanks Capital Management, Inc. | 1,807 | $256.1K | 0.22% | +1,807 | New |
| Goepper Burkhardt LLC | 1,800 | $255.1K | 0.16% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 1,800 | $255.1K | 0.05% | +1,800 | New |
| 1st Source Bank | 1,781 | $252.4K | 0.02% | +1,781 | New |
| National Wealth Management Group, LLC | 1,768 | $250.6K | 0.27% | +1,768 | New |
| Driehaus Capital Management LLC | 1,764 | $250.0K | 0.00% | +1,764 | New |
| XML Financial, LLC | 1,760 | $249.4K | 0.03% | 00.0% | Unchanged |
| Jackson Square Capital, LLC | 1,752 | $248.3K | 0.10% | −236−11.9% | Reduced |
| Ingalls & Snyder LLC | 1,747 | $248.0K | 0.01% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 1,743 | $247.0K | 0.11% | 00.0% | Unchanged |
| Philadelphia Trust Co | 1,740 | $247.0K | 0.03% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 1,737 | $246.2K | 0.09% | −505−22.5% | Reduced |
| GSB Wealth Management, LLC | 1,733 | $245.6K | 0.08% | +1,733 | New |
| Dumont & Blake Investment Advisors LLC | 1,727 | $245.0K | 0.08% | +15+0.9% | Added |
| AlphaCentric Advisors LLC | 1,724 | $244.3K | 0.14% | −216−11.1% | Reduced |
| Anchor Investment Management, LLC | 1,718 | $243.5K | 0.03% | +200+13.2% | Added |
| Schnieders Capital Management LLC | 1,715 | $243.0K | 0.05% | +1,715 | New |
| Nwam LLC | 1,714 | $243.0K | 0.02% | −330−16.1% | Reduced |
| Counterpoint Mutual Funds LLC | 1,709 | $242.2K | 0.20% | +1,709 | New |
| Boothbay Fund Management, LLC | 1,705 | $241.6K | 0.01% | −177−9.4% | Reduced |