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
- 1,452
- +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
- 511 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 |
|---|---|---|---|---|---|
| Valeo Financial Advisors, LLC | 2,628 | $341.6K | 0.01% | −72−2.7% | Reduced |
| Diligent Investors, LLC | 2,625 | $341.3K | 0.09% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 2,613 | $339.6K | 0.01% | −293−10.1% | Reduced |
| SFMG, LLC | 2,577 | $335.0K | 0.03% | −99−3.7% | Reduced |
| Emerald Advisors, LLC | 2,570 | $334.1K | 0.06% | +65+2.6% | Added |
| Warren Averett Asset Management, LLC | 2,546 | $330.9K | 0.01% | +2,546 | New |
| Commonwealth Financial Services, LLC | 2,541 | $330.3K | 0.08% | −591−18.9% | Reduced |
| King Wealth | 2,542 | $330.0K | 0.06% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 2,513 | $326.6K | 0.04% | +4+0.2% | Added |
| Penserra Capital Management LLC | 2,519 | $326.0K | 0.01% | +539+27.2% | Added |
| Wellington Shields & Co., LLC | 2,500 | $325.0K | 0.12% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 2,480 | $322.4K | 0.35% | −362−12.7% | Reduced |
| Mayflower Financial Advisors, LLC | 2,452 | $318.8K | 0.04% | +11+0.5% | Added |
| Benchmark Investment Advisors LLC | 2,445 | $317.9K | 0.29% | −198−7.5% | Reduced |
| Acropolis Investment Management, LLC | 2,441 | $317.3K | 0.02% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 2,432 | $316.2K | 0.01% | +727+42.6% | Added |
| ABLE Financial Group, LLC | 2,417 | $314.2K | 0.14% | −29−1.2% | Reduced |
| TCI Wealth Advisors, Inc. | 2,402 | $312.3K | 0.03% | −8−0.3% | Reduced |
| Purus Wealth Management, LLC | 2,393 | $311.0K | 0.18% | +18+0.8% | Added |
| Barnes Pettey Financial Advisors, LLC | 2,391 | $310.8K | 0.25% | 00.0% | Unchanged |
| Concord Asset Management, LLC | 2,380 | $309.4K | 0.09% | −2,167−47.7% | Reduced |
| Sachetta, LLC | 2,375 | $308.7K | 0.15% | +2,375 | New |
| Baker Avenue Asset Management, LP | 2,352 | $305.8K | 0.01% | +1,506+178.0% | Added |
| Private Portfolio Partners LLC | 2,349 | $305.4K | 0.07% | −161−6.4% | Reduced |
| Compass Wealth Management LLC | 2,338 | $303.9K | 0.08% | 00.0% | Unchanged |
| BluePath Capital Management, LLC | 2,433 | $303.5K | 0.27% | +315+14.9% | Added |
| TCTC Holdings, LLC | 2,334 | $303.4K | 0.01% | +2,334 | New |
| Shulman DeMeo Asset Management LLC | 2,334 | $303.4K | 0.09% | −273−10.5% | Reduced |
| Oak Thistle LLC | 2,327 | $302.5K | 0.09% | −669−22.3% | Reduced |
| Clearstead Advisors, LLC | 2,314 | $300.8K | 0.02% | +200+9.5% | Added |
| Spire Wealth Management | 2,332 | $298.8K | 0.01% | −351−13.1% | Reduced |
| Kathmere Capital Management, LLC | 2,298 | $298.7K | 0.04% | −169−6.9% | Reduced |
| Strategic Blueprint, LLC | 2,293 | $298.1K | 0.02% | −18−0.8% | Reduced |
| Wolverine Trading, LLC | 2,286 | $297.2K | 0.00% | +2,286 | New |
| XTX Topco Ltd | 2,278 | $296.1K | 0.06% | −6,907−75.2% | Reduced |
| RFG Advisory, LLC | 2,277 | $296.0K | 0.01% | +209+10.1% | Added |
| Berkshire Asset Management LLC | 2,267 | $294.7K | 0.02% | −445−16.4% | Reduced |
| Visionary Wealth Advisors | 2,267 | $294.7K | 0.02% | −218−8.8% | Reduced |
| Hudson Valley Investment Advisors Inc | 2,276 | $294.2K | 0.04% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 2,248 | $292.2K | 0.15% | −13−0.6% | Reduced |
| Fortitude Advisory Group L.L.C. | 2,246 | $292.0K | 0.18% | −158−6.6% | Reduced |
| NTV Asset Management LLC | 2,237 | $290.8K | 0.05% | 00.0% | Unchanged |
| Alps Advisors Inc | 2,223 | $289.0K | 0.00% | −126−5.4% | Reduced |
| Advisors Capital Management, LLC | 2,214 | $288.0K | 0.01% | +171+8.4% | Added |
| Armor Investment Advisors, LLC | 2,214 | $287.8K | 0.15% | −2−0.1% | Reduced |
| LGT Group Foundation | 2,200 | $286.2K | 0.01% | 00.0% | Unchanged |
| Evergreen Wealth Solutions, LLC | 2,199 | $285.9K | 0.24% | +120+5.8% | Added |
| Aua Capital Management, LLC | 2,194 | $285.2K | 0.18% | 00.0% | Unchanged |
| Telemus Capital, LLC | 2,190 | $284.7K | 0.02% | +3+0.1% | Added |
| Financial Advisors Network, Inc. | 2,185 | $284.1K | 0.06% | +7+0.3% | Added |
| Baker Ellis Asset Management LLC | 2,180 | $283.4K | 0.05% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 2,172 | $282.4K | 0.06% | 00.0% | Unchanged |
| PFG Investments, LLC | 2,163 | $281.2K | 0.05% | +283+15.1% | Added |
| Hengehold Capital Management LLC | 2,161 | $281.0K | 0.03% | +179+9.0% | Added |
| LRT Capital Management, LLC | 2,155 | $280.1K | 0.26% | −4,764−68.9% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,141 | $278.4K | 0.01% | +5+0.2% | Added |
| Criterion Capital Advisors, LLC | 2,123 | $276.0K | 0.20% | +2,123 | New |
| Dorsey & Whitney Trust CO LLC | 2,117 | $275.2K | 0.02% | −994−32.0% | Reduced |
| Crawford Investment Counsel Inc | 2,107 | $273.9K | 0.01% | −3,787−64.3% | Reduced |
| Mattern Wealth Management LLC | 2,104 | $273.5K | 0.07% | +21+1.0% | Added |
| TruWealth Advisors, LLC | 2,103 | $273.3K | 0.02% | +12+0.6% | Added |
| Jarislowsky, Fraser Ltd | 2,092 | $272.0K | 0.00% | +100+5.0% | Added |
| Modera Wealth Management, LLC | 2,090 | $271.7K | 0.00% | +157+8.1% | Added |
| Hamilton Capital, LLC | 2,077 | $270.0K | 0.02% | −117−5.3% | Reduced |
| Catalyst Financial Partners LLC | 2,076 | $269.9K | 0.08% | +87+4.4% | Added |
| Walkner Condon Financial Advisors LLC | 2,076 | $269.8K | 0.06% | +41+2.0% | Added |
| Rehmann Capital Advisory Group | 2,060 | $267.8K | 0.02% | −16−0.8% | Reduced |
| Nilsine Partners, LLC | 2,055 | $267.2K | 0.04% | −121−5.6% | Reduced |
| Focus Financial Network Inc | 2,055 | $267.2K | 0.01% | +2,055 | New |
| Quadrant Capital Group LLC | 2,054 | $267.0K | 0.02% | −257−11.1% | Reduced |
| Gladstone Institutional Advisory LLC | 2,053 | $266.9K | 0.01% | −57−2.7% | Reduced |
| Adviser Investments LLC | 2,034 | $264.4K | 0.00% | +2,034 | New |
| Fukoku Mutual Life Insurance Co | 2,029 | $263.8K | 0.02% | −4,000−66.3% | Reduced |
| Security National Bank | 2,023 | $263.0K | 0.06% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 2,012 | $262.0K | 0.02% | −3,426−63.0% | Reduced |
| Shelton Capital Management | 2,014 | $261.8K | 0.01% | −384−16.0% | Reduced |
| Impact Partnership Wealth, LLC | 2,008 | $261.0K | 0.10% | −744−27.0% | Reduced |
| Morningstar Investment Services LLC | 2,009 | $261.0K | 0.00% | +2,009 | New |
| 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 |
| Galvin, Gaustad & Stein, LLC | 1,995 | $259.4K | 0.02% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 1,994 | $259.2K | 0.15% | −694−25.8% | Reduced |
| Goepper Burkhardt LLC | 1,800 | $257.5K | 0.13% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,974 | $257.0K | 0.11% | −76−3.7% | Reduced |
| Newman Dignan & Sheerar, Inc. | 1,966 | $255.6K | 0.08% | +482+32.5% | Added |
| Apella Capital, LLC | 1,961 | $255.5K | 0.01% | −190−8.8% | Reduced |
| Oxbow Advisors, LLC | 1,963 | $255.1K | 0.04% | −900−31.4% | Reduced |
| Concorde Asset Management, LLC | 1,960 | $254.8K | 0.17% | −102−4.9% | Reduced |
| Ancora Advisors, LLC | 1,959 | $254.7K | 0.01% | −267−12.0% | Reduced |
| OneAscent Wealth Management LLC | 1,954 | $254.0K | 0.10% | −208−9.6% | Reduced |
| Wealthsource Partners, LLC | 1,952 | $253.7K | 0.02% | −10−0.5% | Reduced |
| Alpine Global Management, LLC | 1,947 | $253.1K | 0.07% | +1,947 | New |
| Sabal Trust CO | 1,941 | $252.3K | 0.02% | +1,941 | New |
| LongView Wealth Management | 1,983 | $252.2K | 0.11% | +1,983 | New |
| Zacks Investment Management | 1,934 | $251.4K | 0.00% | −3,107−61.6% | Reduced |
| TCG Advisory Services, LLC | 1,930 | $250.9K | 0.02% | −914−32.1% | Reduced |
| Magnus Financial Group LLC | 1,926 | $250.4K | 0.03% | −139−6.7% | Reduced |
| Choate Investment Advisors | 1,913 | $248.7K | 0.01% | +479+33.4% | Added |
| Farmers & Merchants Trust Co of Long Beach | 1,910 | $248.3K | 0.07% | 00.0% | Unchanged |