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 | 1,877 | $61.7B |
| Q4 2025 | 1,631 | $42.0B |
| Q3 2025 | 1,560 | $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 | 1,527 | $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 |
|---|---|---|---|---|---|
| Forum Financial Management, LP | 5,702 | $741.3K | 0.01% | −568−9.1% | Reduced |
| Ballast, Inc. | 5,707 | $741.9K | 0.26% | +3+0.1% | Added |
| Sumitomo Life Insurance Co | 5,709 | $742.2K | 0.02% | −179−3.0% | Reduced |
| Prospera Financial Services Inc | 5,712 | $742.6K | 0.02% | −20−0.3% | Reduced |
| Wintrust Investments LLC | 5,714 | $743.0K | 0.07% | +43+0.8% | Added |
| Cidel Asset Management Inc | 5,728 | $744.6K | 0.03% | +5,728 | New |
| Drive Wealth Management, LLC | 5,732 | $745.1K | 0.24% | +110+2.0% | Added |
| Wahed Invest LLC | 5,797 | $753.6K | 0.21% | +189+3.4% | Added |
| Entropy Technologies, LP | 5,801 | $754.1K | 0.14% | +5,801 | New |
| Old Port Advisors | 5,804 | $754.5K | 0.25% | +181+3.2% | Added |
| Checchi Capital Advisers, LLC | 5,806 | $754.8K | 0.06% | +121+2.1% | Added |
| PAX Financial Group, LLC | 5,325 | $755.0K | 0.16% | −142−2.6% | Reduced |
| Cornerstone Advisory, LLC | 5,854 | $761.0K | 0.12% | +183+3.2% | Added |
| Stock Yards Bank & Trust Co | 5,857 | $761.4K | 0.03% | −764−11.5% | Reduced |
| Tiaa Trust, National Association | 5,866 | $762.6K | 0.00% | −299−4.8% | Reduced |
| Concurrent Investment Advisors, LLC | 5,869 | $762.9K | 0.04% | +5,869 | New |
| Chesapeake Wealth Management | 5,900 | $767.0K | 0.30% | −15−0.3% | Reduced |
| Shell Asset Management Co | 5,929 | $771.0K | 0.04% | −1,516−20.4% | Reduced |
| Trinity Legacy Partners, LLC | 5,931 | $771.0K | 0.24% | −150−2.5% | Reduced |
| L.M. Kohn & Company | 5,945 | $772.9K | 0.25% | −55−0.9% | Reduced |
| Copperwynd Financial, LLC | 5,951 | $773.6K | 0.31% | −302−4.8% | Reduced |
| Parsons Capital Management Inc | 5,961 | $774.9K | 0.06% | −121−2.0% | Reduced |
| Brookstone Capital Management | 5,966 | $775.6K | 0.02% | +940+18.7% | Added |
| Adirondack Trust Co | 5,490 | $776.6K | 0.34% | −100−1.8% | Reduced |
| Sweet Financial Partners, LLC | 6,000 | $780.0K | 0.19% | +10.0% | Added |
| Change Path, LLC | 6,012 | $781.0K | 0.05% | −1,944−24.4% | Reduced |
| Fortem Financial Group, LLC | 6,093 | $792.1K | 0.39% | +800+15.1% | Added |
| V-Square Quantitative Management LLC | 6,094 | $792.2K | 0.19% | +1,571+34.7% | Added |
| Measured Wealth Private Client Group, LLC | 6,104 | $793.5K | 0.29% | +605+11.0% | Added |
| Integrated Advisors Network LLC | 6,119 | $795.5K | 0.05% | −10,157−62.4% | Reduced |
| Trustmark National Bank Trust Department | 6,121 | $795.7K | 0.07% | −134−2.1% | Reduced |
| Canal Capital Management, LLC | 6,131 | $797.0K | 0.15% | −69−1.1% | Reduced |
| Infrastructure Capital Advisors, LLC | 6,144 | $798.7K | 0.12% | +144+2.4% | Added |
| Financial Advocates Investment Management | 6,154 | $800.1K | 0.05% | +114+1.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 6,197 | $805.6K | 0.13% | −30.0% | Reduced |
| Fidelis Capital Partners, LLC | 6,206 | $806.8K | 0.18% | +909+17.2% | Added |
| Kingswood Wealth Advisors, LLC | 6,223 | $809.0K | 0.09% | +4,721+314.3% | Added |
| Symmetry Partners, LLC | 6,255 | $814.0K | 0.04% | −7,868−55.7% | Reduced |
| Nikko Asset Management Americas, Inc. | 6,281 | $816.4K | 0.01% | −3,045−32.7% | Reduced |
| Ameritas Investment Partners, Inc. | 6,284 | $816.9K | 0.03% | −293−4.5% | Reduced |
| Principal Securities, Inc. | 6,291 | $817.8K | 0.03% | +6,291 | New |
| Atlas Capital Advisors LLC | 6,344 | $824.7K | 0.12% | +466+7.9% | Added |
| Pekin Hardy Strauss, Inc. | 6,360 | $826.8K | 0.12% | −500−7.3% | Reduced |
| Castleark Management LLC | 6,370 | $828.1K | 0.04% | −11,070−63.5% | Reduced |
| Rothschild Investment LLC | 6,402 | $832.3K | 0.07% | +6,402 | New |
| Cooper Financial Group | 6,423 | $835.0K | 0.15% | +1,002+18.5% | Added |
| Personal Cfo Solutions, LLC | 6,502 | $845.3K | 0.15% | +853+15.1% | Added |
| Fifth Third Wealth Advisors LLC | 6,536 | $849.7K | 0.28% | +450+7.4% | Added |
| Cornerstone Advisors, LLC | 6,600 | $858.0K | 0.04% | −400−5.7% | Reduced |
| Motco | 6,600 | $858.0K | 0.06% | +145+2.2% | Added |
| Smith, Moore & Co. | 6,638 | $863.0K | 0.10% | −893−11.9% | Reduced |
| Independent Financial Group, LLC | 6,641 | $863.3K | 0.05% | +369+5.9% | Added |
| Coldstream Capital Management Inc | 6,687 | $869.3K | 0.02% | +20+0.3% | Added |
| Portman Square Capital LLP | 6,694 | $870.2K | 0.15% | +2,437+57.2% | Added |
| Matrix Trust Co | 6,783 | $882.0K | 0.21% | −164−2.4% | Reduced |
| Gateway Investment Advisers LLC | 6,906 | $897.8K | 0.01% | +3,195+86.1% | Added |
| Tocqueville Asset Management L.P. | 6,922 | $899.9K | 0.02% | −2,496−26.5% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 6,961 | $904.9K | 0.37% | +6,961 | New |
| Qtron Investments LLC | 6,976 | $906.9K | 0.15% | +617+9.7% | Added |
| RBF Capital, LLC | 7,000 | $910.0K | 0.06% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 7,023 | $913.0K | 0.19% | +3,842+120.8% | Added |
| Quadrant Private Wealth Management, LLC | 7,149 | $929.4K | 0.26% | +1,072+17.6% | Added |
| Mutual Advisors, LLC | 7,239 | $941.0K | 0.03% | +323+4.7% | Added |
| Ballew Advisors, Inc | 7,300 | $943.9K | 0.71% | 00.0% | Unchanged |
| Bank of Nova Scotia Trust Co | 7,300 | $949.0K | 0.11% | −500−6.4% | Reduced |
| Good Life Advisors, LLC | 7,359 | $956.7K | 0.09% | +124+1.7% | Added |
| Apollon Wealth Management, LLC | 7,373 | $958.5K | 0.03% | +3,565+93.6% | Added |
| GoalVest Advisory LLC | 7,392 | $961.0K | 0.42% | +526+7.7% | Added |
| Buckley Wealth Management, LLC | 7,400 | $962.0K | 0.33% | −215−2.8% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 7,425 | $965.3K | 0.69% | +100+1.4% | Added |
| Shorepoint Capital Partners LLC | 7,450 | $968.5K | 0.26% | +478+6.9% | Added |
| Rodgers Brothers Inc. | 7,462 | $970.1K | 0.15% | +30.0% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 7,478 | $972.1K | 0.74% | +7,478 | New |
| Energy Income Partners, LLC | 7,616 | $990.1K | 0.02% | +4,685+159.8% | Added |
| Stiles Financial Services Inc | 7,615 | $990.7K | 0.45% | +2,529+49.7% | Added |
| Verdence Capital Advisors LLC | 7,626 | $991.3K | 0.10% | +1,318+20.9% | Added |
| Allworth Financial LP | 7,627 | $991.5K | 0.01% | +46+0.6% | Added |
| Wambolt & Associates, LLC | 7,628 | $991.6K | 0.32% | +947+14.2% | Added |
| Retirement Guys Formula LLC | 7,755 | $1.01M | 0.54% | +1,065+15.9% | Added |
| Perpetual Ltd | 7,767 | $1.01M | 0.01% | −8,283−51.6% | Reduced |
| Koshinski Asset Management, Inc. | 7,770 | $1.01M | 0.15% | +743+10.6% | Added |
| Strategic Investment Advisors | 7,777 | $1.01M | 0.15% | −290−3.6% | Reduced |
| Versor Investments LP | 7,800 | $1.01M | 0.21% | +7,800 | New |
| Towle & Co | 7,810 | $1.02M | 0.12% | −1,100−12.3% | Reduced |
| Legacy Trust | 7,865 | $1.02M | 0.27% | −856−9.8% | Reduced |
| IFP Advisors, Inc | 7,872 | $1.02M | 0.05% | +313+4.1% | Added |
| Field & Main Bank | 7,905 | $1.03M | 0.43% | −215−2.6% | Reduced |
| Sherbrooke Park Advisers LLC | 7,947 | $1.03M | 0.49% | +5,493+223.8% | Added |
| Confluence Wealth Services, Inc. | 7,950 | $1.03M | 0.11% | −47−0.6% | Reduced |
| Sawtooth Solutions, LLC | 7,979 | $1.04M | 0.03% | +47+0.6% | Added |
| Bleakley Financial Group, LLC | 7,979 | $1.04M | 0.03% | +47+0.6% | Added |
| Kornitzer Capital Management Inc | 8,000 | $1.04M | 0.02% | 00.0% | Unchanged |
| SPC Financial, Inc. | 8,013 | $1.04M | 0.11% | +352+4.6% | Added |
| Sheaff Brock Investment Advisors, LLC | 8,035 | $1.04M | 0.09% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 8,057 | $1.05M | 0.13% | −10−0.1% | Reduced |
| IHT Wealth Management, LLC | 8,096 | $1.05M | 0.05% | +1,077+15.3% | Added |
| Invst, LLC | 7,699 | $1.06M | 0.14% | −43−0.6% | Reduced |
| MidWestOne Financial Group, Inc. | 8,168 | $1.06M | 0.20% | −7−0.1% | Reduced |
| Gradient Investments LLC | 8,211 | $1.07M | 0.03% | +4,182+103.8% | Added |
| Meridian Wealth Management, LLC | 8,152 | $1.07M | 0.07% | +765+10.4% | Added |