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 |
|---|---|---|---|---|---|
| Mustard Seed Financial, LLC | 3,016 | $392.1K | 0.44% | +3,016 | New |
| Mather Group, LLC. | 3,033 | $394.2K | 0.01% | +650+27.3% | Added |
| Essex Financial Services, Inc. | 3,033 | $394.4K | 0.04% | +544+21.9% | Added |
| WealthBridge Capital Management, LLC | 3,034 | $394.5K | 0.15% | +213+7.6% | Added |
| HBW Advisory Services LLC | 3,038 | $395.0K | 0.07% | −18−0.6% | Reduced |
| Element Wealth, LLC | 3,047 | $396.1K | 0.25% | −15−0.5% | Reduced |
| Financial Counselors Inc | 3,054 | $397.0K | 0.01% | +547+21.8% | Added |
| Lake Street Advisors Group, LLC | 3,057 | $397.4K | 0.02% | +3,057 | New |
| AlphaQ Advisors LLC | 3,060 | $397.8K | 0.28% | +333+12.2% | Added |
| Claro Advisors LLC | 3,061 | $398.0K | 0.09% | +3,061 | New |
| Harbour Investments, Inc. | 3,069 | $398.9K | 0.02% | −64−2.0% | Reduced |
| Center For Asset Management LLC | 3,093 | $402.1K | 0.37% | −56−1.8% | Reduced |
| Conning Inc. | 3,095 | $402.4K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,111 | $404.4K | 0.01% | −417−11.8% | Reduced |
| Cullinan Associates Inc | 3,120 | $405.6K | 0.02% | 00.0% | Unchanged |
| Sunpointe, LLC | 3,132 | $407.2K | 0.52% | +3,132 | New |
| AdvisorShares Investments LLC | 3,143 | $408.6K | 0.10% | −37−1.2% | Reduced |
| Sharp Financial Services, LLC | 3,162 | $411.1K | 0.45% | +3,162 | New |
| Exencial Wealth Advisors, LLC | 3,181 | $413.6K | 0.02% | +284+9.8% | Added |
| FDx Advisors, Inc. | 3,199 | $416.0K | 0.03% | +521+19.5% | Added |
| K2 Principal Fund, L.P. | 3,200 | $416.0K | 0.10% | +3,200 | New |
| Phoenix Wealth Advisors | 3,195 | $417.5K | 0.29% | +23+0.7% | Added |
| DFPG Investments, LLC | 3,129 | $418.5K | 0.03% | −791−20.2% | Reduced |
| Capula Management Ltd | 3,264 | $424.3K | 0.03% | −176−5.1% | Reduced |
| Means Investment Co., Inc. | 3,264 | $424.4K | 0.06% | −9−0.3% | Reduced |
| Wealth Effects LLC | 3,286 | $427.1K | 0.16% | +3,286 | New |
| Burke & Herbert Bank & Trust Co | 3,295 | $428.4K | 0.31% | 00.0% | Unchanged |
| Essex Savings Bank | 3,301 | $429.1K | 0.12% | +241+7.9% | Added |
| Vivid Wealth Management, LLC | 3,306 | $429.8K | 0.29% | +3,306 | New |
| UniSuper Management Pty Ltd | 3,341 | $434.3K | 0.00% | +541+19.3% | Added |
| Tranquility Partners, LLC | 3,343 | $434.6K | 0.18% | +46+1.4% | Added |
| Forza Wealth Management, LLC | 3,347 | $435.1K | 0.24% | 00.0% | Unchanged |
| Vicus Capital | 3,370 | $438.1K | 0.04% | −726−17.7% | Reduced |
| Denali Advisors LLC | 3,400 | $442.0K | 0.14% | +3,400 | New |
| Mirabella Financial Services LLP | 3,403 | $442.5K | 0.06% | +3,403 | New |
| Leavell Investment Management, Inc. | 3,410 | $443.0K | 0.03% | 00.0% | Unchanged |
| Goldstone Financial Group, LLC | 3,413 | $443.7K | 0.11% | +10+0.3% | Added |
| United Community Bank | 3,416 | $444.1K | 0.19% | +75+2.2% | Added |
| Embree Financial Group | 3,418 | $444.4K | 0.09% | +3,418 | New |
| Wealth Management Associates, Inc. | 3,428 | $445.6K | 0.24% | −566−14.2% | Reduced |
| CWM Advisors, LLC | 3,428 | $445.6K | 0.05% | −3,375−49.6% | Reduced |
| Ausdal Financial Partners, Inc. | 3,442 | $447.5K | 0.06% | −49−1.4% | Reduced |
| Bokf, NA | 3,442 | $447.5K | 0.01% | +152+4.6% | Added |
| Ameritas Advisory Services, LLC | 3,228 | $449.9K | 0.02% | −141−4.2% | Reduced |
| Buckingham Strategic Wealth, LLC | 3,476 | $451.9K | 0.01% | −65−1.8% | Reduced |
| Campbell & CO Investment Adviser LLC | 3,481 | $452.5K | 0.04% | −2,629−43.0% | Reduced |
| First Financial Bankshares Inc | 3,484 | $452.9K | 0.01% | +3,484 | New |
| Accurate Wealth Management, LLC | 3,539 | $453.0K | 0.14% | −116−3.2% | Reduced |
| Westpac Banking Corp | 3,489 | $453.6K | 0.04% | −7,593−68.5% | Reduced |
| J.W. Cole Advisors, Inc. | 3,505 | $455.7K | 0.03% | +239+7.3% | Added |
| Chicago Partners Investment Group LLC | 3,509 | $456.7K | 0.02% | +12+0.3% | Added |
| Twinbeech Capital LP | 3,573 | $464.5K | 0.01% | +3,573 | New |
| Parkside Financial Bank & Trust | 3,591 | $466.8K | 0.08% | +5+0.1% | Added |
| Fundamentun, LLC | 3,598 | $467.8K | 0.06% | −3,172−46.9% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 3,598 | $468.0K | 0.01% | 00.0% | Unchanged |
| Beta Wealth Group, Inc. | 3,602 | $468.3K | 0.25% | +3,602 | New |
| Resources Investment Advisors, LLC. | 3,630 | $471.9K | 0.01% | −6,637−64.6% | Reduced |
| Red Door Wealth Management, LLC | 3,632 | $472.2K | 0.10% | +500+16.0% | Added |
| WealthTrust Axiom LLC | 3,646 | $474.1K | 0.16% | −160−4.2% | Reduced |
| Geller Advisors LLC | 3,667 | $476.7K | 0.05% | 00.0% | Unchanged |
| Cigna Investments Inc | 3,677 | $478.0K | 0.10% | −142−3.7% | Reduced |
| NBC Securities, Inc. | 3,679 | $478.0K | 0.05% | −13−0.4% | Reduced |
| Crescent Grove Advisors, LLC | 3,680 | $478.4K | 0.05% | +1,614+78.1% | Added |
| Vaughan & Co Securities, Inc. | 3,684 | $478.9K | 0.32% | −25−0.7% | Reduced |
| One Wealth Advisors, LLC | 3,689 | $479.6K | 0.09% | +1,078+41.3% | Added |
| Brave Asset Management Inc | 3,705 | $481.6K | 0.14% | +5+0.1% | Added |
| Arete Wealth Advisors, LLC | 3,706 | $481.8K | 0.04% | +3,706 | New |
| Waterloo Capital, L.P. | 3,717 | $483.2K | 0.08% | +631+20.4% | Added |
| Global Retirement Partners, LLC | 3,755 | $485.5K | 0.02% | +380+11.3% | Added |
| Cladis Investment Advisory, LLC | 3,738 | $485.9K | 0.38% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 3,767 | $489.7K | 0.00% | −3,138−45.4% | Reduced |
| HM Payson & Co | 3,787 | $492.3K | 0.01% | −310−7.6% | Reduced |
| Jackson Hole Capital Partners, LLC | 3,790 | $492.7K | 0.13% | 00.0% | Unchanged |
| Intrepid Financial Planning Group LLC | 3,799 | $493.9K | 0.24% | +100+2.7% | Added |
| Heritage Investors Management Corp | 3,798 | $494.0K | 0.02% | −500−11.6% | Reduced |
| Vantage Consulting Group Inc | 3,813 | $495.7K | 0.33% | +343+9.9% | Added |
| Auxano Advisors, LLC | 3,822 | $496.9K | 0.17% | +311+8.9% | Added |
| Private Trust Co NA | 3,825 | $497.3K | 0.06% | +128+3.5% | Added |
| WSFS Capital Management, LLC | 3,862 | $502.0K | 0.03% | −1,590−29.2% | Reduced |
| Bill Few Associates, Inc. | 3,873 | $503.5K | 0.23% | −32−0.8% | Reduced |
| Grimes & Company, Inc. | 3,897 | $506.7K | 0.02% | +2,010+106.5% | Added |
| Mission Wealth Management, LP | 3,899 | $506.8K | 0.02% | +529+15.7% | Added |
| Carnegie Capital Asset Management, LLC | 3,908 | $508.0K | 0.02% | +613+18.6% | Added |
| PBMares Wealth Management LLC | 3,908 | $508.1K | 0.15% | +154+4.1% | Added |
| Seaport Global Advisors, LLC | 3,910 | $508.3K | 1.22% | +2,375+154.7% | Added |
| Collective Family Office LLC | 3,982 | $517.7K | 0.18% | −82−2.0% | Reduced |
| Strategic Planning Group, LLC | 3,989 | $518.6K | 0.17% | +3,989 | New |
| Sigma Planning Corp | 3,992 | $519.0K | 0.04% | −6,632−62.4% | Reduced |
| Wealthcare Advisory Partners LLC | 4,008 | $521.0K | 0.02% | +53+1.3% | Added |
| Ruggaard & Associates LLC | 4,013 | $521.7K | 0.28% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 4,034 | $524.4K | 0.19% | +197+5.1% | Added |
| Petra Financial Advisors Inc | 4,052 | $526.8K | 0.44% | −1,452−26.4% | Reduced |
| Vise Technologies, Inc. | 4,062 | $528.0K | 0.11% | +1,254+44.7% | Added |
| MQS Management LLC | 4,064 | $528.3K | 0.29% | +4,064 | New |
| Golden State Equity Partners | 4,084 | $530.9K | 0.13% | −100−2.4% | Reduced |
| Snowden Capital Advisors LLC | 4,098 | $532.7K | 0.02% | −83−2.0% | Reduced |
| Intellectus Partners, LLC | 4,131 | $537.1K | 0.15% | −99−2.3% | Reduced |
| First Horizon Advisors, Inc. | 4,134 | $537.5K | 0.02% | −88−2.1% | Reduced |
| Redwood Wealth Management Group, LLC | 4,143 | $538.6K | 0.60% | −46−1.1% | Reduced |
| Western Wealth Management, LLC | 4,166 | $541.6K | 0.04% | +88+2.2% | Added |