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, Q4 2023
Institutional positions in Valero Energy Corp as of Dec 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
- 1,453
- +94 vs. Q3 2023
- Shares held
- 261.4M
- −6.28M (−2.3%) vs. Q3 2023
- Total value
- $34.0B
- −$4.00B (−10.5%) vs. Q3 2023
- New holders
- 203
- 512 more added
- Sold out
- 109
- 546 more reduced
19 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Valero Energy Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mosley Wealth Management | 1,703 | $221.4K | 0.22% | +1,703 | New |
| 9258 Wealth Management, LLC | 1,704 | $221.5K | 0.04% | +114+7.2% | Added |
| Loomis Sayles & Co L P | 1,705 | $222.0K | 0.00% | −154−8.3% | Reduced |
| GW Henssler & Associates Ltd | 1,709 | $222.2K | 0.01% | −1,009−37.1% | Reduced |
| Aspiriant, LLC | 1,712 | $222.6K | 0.01% | +1,712 | New |
| Schnieders Capital Management LLC | 1,715 | $222.9K | 0.05% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,718 | $223.3K | 0.03% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 1,723 | $223.9K | 0.03% | −484−21.9% | Reduced |
| Mesirow Financial Investment Management, Inc. | 1,728 | $224.6K | 0.01% | +1,728 | New |
| Dumont & Blake Investment Advisors LLC | 1,732 | $225.0K | 0.07% | +5+0.3% | Added |
| Ledyard National Bank | 1,732 | $225.2K | 0.02% | +1,732 | New |
| GSB Wealth Management, LLC | 1,733 | $225.3K | 0.07% | 00.0% | Unchanged |
| Gries Financial LLC | 1,737 | $225.8K | 0.05% | +1,737 | New |
| Philadelphia Trust Co | 1,740 | $226.0K | 0.02% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 1,743 | $226.6K | 0.09% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 1,747 | $227.0K | 0.01% | 00.0% | Unchanged |
| Jackson Square Capital, LLC | 1,752 | $227.8K | 0.07% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 1,752 | $227.8K | 0.07% | +15+0.9% | Added |
| Schechter Investment Advisors, LLC | 1,753 | $227.9K | 0.02% | −112−6.0% | Reduced |
| Patten & Patten Inc | 1,753 | $227.9K | 0.02% | +100+6.0% | Added |
| XML Financial, LLC | 1,760 | $228.8K | 0.02% | 00.0% | Unchanged |
| Narus Financial Partners, LLC | 1,764 | $229.3K | 0.11% | −63−3.4% | Reduced |
| Imprint Wealth LLC | 1,764 | $229.3K | 0.18% | +184+11.6% | Added |
| Guardian Wealth Advisors, LLC | 1,784 | $231.9K | 0.04% | −111−5.9% | Reduced |
| Kovitz Investment Group Partners, LLC | 1,787 | $232.3K | 0.00% | −434−19.5% | Reduced |
| LCM Capital Management Inc | 1,787 | $232.3K | 0.17% | −51−2.8% | Reduced |
| Shelton Wealth Management, LLC | 1,796 | $233.5K | 0.17% | −491−21.5% | Reduced |
| JFG Wealth Management, LLC | 1,800 | $234.0K | 0.07% | +1,800 | New |
| Fairbanks Capital Management, Inc. | 1,807 | $234.9K | 0.17% | 00.0% | Unchanged |
| Enterprise Bank & Trust Co | 1,810 | $235.3K | 0.08% | +1,810 | New |
| Bartlett & Co. Wealth Management LLC | 1,821 | $236.9K | 0.00% | +996+120.7% | Added |
| Bartlett & Co. LLC | 1,821 | $237.0K | 0.00% | +996+120.7% | Added |
| 1st Source Bank | 1,845 | $239.8K | 0.01% | +64+3.6% | Added |
| Probity Advisors, Inc. | 1,846 | $240.0K | 0.05% | −79−4.1% | Reduced |
| Pensionmark Financial Group, LLC | 1,846 | $240.0K | 0.03% | +1,846 | New |
| Oak Asset Management, LLC | 1,849 | $240.4K | 0.10% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 1,850 | $240.5K | 0.01% | −9−0.5% | Reduced |
| Claret Asset Management Corp | 1,850 | $241.0K | 0.04% | −14−0.8% | Reduced |
| CoreCap Advisors, LLC | 1,867 | $242.7K | 0.02% | +455+32.2% | Added |
| Virtus Investment Advisers, Inc. | 1,867 | $242.7K | 0.18% | +1,867 | New |
| Bridgefront Capital, LLC | 1,874 | $243.6K | 0.18% | −1,943−50.9% | Reduced |
| Meadow Creek Wealth Advisors LLC | 1,879 | $244.3K | 0.24% | +1,879 | New |
| WESPAC Advisors, LLC | 1,881 | $244.5K | 0.17% | +4+0.2% | Added |
| Smith, Salley & Associates | 1,884 | $244.9K | 0.02% | +1+0.1% | Added |
| Zega Financial, LLC | 1,885 | $245.1K | 0.10% | +1,885 | New |
| Childress Capital Advisors, LLC | 1,890 | $245.7K | 0.07% | +60+3.3% | Added |
| StrategIQ Financial Group, LLC | 1,891 | $245.8K | 0.03% | −175−8.5% | Reduced |
| Ethic Inc. | 1,892 | $246.0K | 0.01% | +83+4.6% | Added |
| AIA Group Ltd | 1,895 | $246.3K | 0.01% | +1,895 | New |
| Verus Capital Partners, LLC | 1,896 | $246.5K | 0.03% | +87+4.8% | Added |
| Financial Advisory Corp | 1,901 | $247.0K | 0.11% | +10+0.5% | Added |
| WBH Advisory Inc | 1,904 | $247.5K | 0.03% | −160−7.8% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 1,910 | $248.3K | 0.07% | 00.0% | Unchanged |
| Choate Investment Advisors | 1,913 | $248.7K | 0.01% | +479+33.4% | Added |
| Magnus Financial Group LLC | 1,926 | $250.4K | 0.03% | −139−6.7% | Reduced |
| TCG Advisory Services, LLC | 1,930 | $250.9K | 0.02% | −914−32.1% | Reduced |
| Zacks Investment Management | 1,934 | $251.4K | 0.00% | −3,107−61.6% | Reduced |
| LongView Wealth Management | 1,983 | $252.2K | 0.11% | +1,983 | New |
| Sabal Trust CO | 1,941 | $252.3K | 0.02% | +1,941 | New |
| Alpine Global Management, LLC | 1,947 | $253.1K | 0.07% | +1,947 | New |
| Wealthsource Partners, LLC | 1,952 | $253.7K | 0.02% | −10−0.5% | Reduced |
| OneAscent Wealth Management LLC | 1,954 | $254.0K | 0.10% | −208−9.6% | Reduced |
| Ancora Advisors, LLC | 1,959 | $254.7K | 0.01% | −267−12.0% | Reduced |
| Concorde Asset Management, LLC | 1,960 | $254.8K | 0.17% | −102−4.9% | Reduced |
| Oxbow Advisors, LLC | 1,963 | $255.1K | 0.04% | −900−31.4% | Reduced |
| Apella Capital, LLC | 1,961 | $255.5K | 0.01% | −190−8.8% | Reduced |
| Newman Dignan & Sheerar, Inc. | 1,966 | $255.6K | 0.08% | +482+32.5% | Added |
| Sentry Investment Management LLC | 1,974 | $257.0K | 0.11% | −76−3.7% | Reduced |
| Goepper Burkhardt LLC | 1,800 | $257.5K | 0.13% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 1,994 | $259.2K | 0.15% | −694−25.8% | Reduced |
| Galvin, Gaustad & Stein, LLC | 1,995 | $259.4K | 0.02% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 2,000 | $260.0K | 0.04% | 00.0% | Unchanged |
| Fractal Investments LLC | 2,000 | $260.0K | 0.05% | 00.0% | Unchanged |
| Sierra Summit Advisors LLC | 2,000 | $260.0K | 0.08% | +2,000 | New |
| Morningstar Investment Services LLC | 2,009 | $261.0K | 0.00% | +2,009 | New |
| Impact Partnership Wealth, LLC | 2,008 | $261.0K | 0.10% | −744−27.0% | Reduced |
| Shelton Capital Management | 2,014 | $261.8K | 0.01% | −384−16.0% | Reduced |
| Centaurus Financial, Inc. | 2,012 | $262.0K | 0.02% | −3,426−63.0% | Reduced |
| Security National Bank | 2,023 | $263.0K | 0.06% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 2,029 | $263.8K | 0.02% | −4,000−66.3% | Reduced |
| Adviser Investments LLC | 2,034 | $264.4K | 0.00% | +2,034 | New |
| Gladstone Institutional Advisory LLC | 2,053 | $266.9K | 0.01% | −57−2.7% | Reduced |
| Quadrant Capital Group LLC | 2,054 | $267.0K | 0.02% | −257−11.1% | Reduced |
| Focus Financial Network Inc | 2,055 | $267.2K | 0.01% | +2,055 | New |
| Nilsine Partners, LLC | 2,055 | $267.2K | 0.04% | −121−5.6% | Reduced |
| Rehmann Capital Advisory Group | 2,060 | $267.8K | 0.02% | −16−0.8% | Reduced |
| Advus Financial Partners, LLC | 2,075 | $269.7K | 0.09% | +442+27.1% | Added |
| Walkner Condon Financial Advisors LLC | 2,076 | $269.8K | 0.06% | +41+2.0% | Added |
| Catalyst Financial Partners LLC | 2,076 | $269.9K | 0.08% | +87+4.4% | Added |
| Hamilton Capital, LLC | 2,077 | $270.0K | 0.02% | −117−5.3% | Reduced |
| Modera Wealth Management, LLC | 2,090 | $271.7K | 0.00% | +157+8.1% | Added |
| Jarislowsky, Fraser Ltd | 2,092 | $272.0K | 0.00% | +100+5.0% | Added |
| TruWealth Advisors, LLC | 2,103 | $273.3K | 0.02% | +12+0.6% | Added |
| Mattern Wealth Management LLC | 2,104 | $273.5K | 0.07% | +21+1.0% | Added |
| Crawford Investment Counsel Inc | 2,107 | $273.9K | 0.01% | −3,787−64.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 2,117 | $275.2K | 0.02% | −994−32.0% | Reduced |
| Criterion Capital Advisors, LLC | 2,123 | $276.0K | 0.20% | +2,123 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,141 | $278.4K | 0.01% | +5+0.2% | Added |
| LRT Capital Management, LLC | 2,155 | $280.1K | 0.26% | −4,764−68.9% | Reduced |
| Hengehold Capital Management LLC | 2,161 | $281.0K | 0.03% | +179+9.0% | Added |