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, 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 | 1,982 | $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, 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 |
|---|---|---|---|---|---|
| WBH Advisory Inc | 1,904 | $247.5K | 0.03% | −160−7.8% | Reduced |
| Financial Advisory Corp | 1,901 | $247.0K | 0.11% | +10+0.5% | Added |
| Verus Capital Partners, LLC | 1,896 | $246.5K | 0.03% | +87+4.8% | Added |
| AIA Group Ltd | 1,895 | $246.3K | 0.01% | +1,895 | New |
| Ethic Inc. | 1,892 | $246.0K | 0.01% | +83+4.6% | Added |
| StrategIQ Financial Group, LLC | 1,891 | $245.8K | 0.03% | −175−8.5% | Reduced |
| Childress Capital Advisors, LLC | 1,890 | $245.7K | 0.07% | +60+3.3% | Added |
| Zega Financial, LLC | 1,885 | $245.1K | 0.10% | +1,885 | New |
| Smith, Salley & Associates | 1,884 | $244.9K | 0.02% | +1+0.1% | Added |
| WESPAC Advisors, LLC | 1,881 | $244.5K | 0.17% | +4+0.2% | Added |
| Meadow Creek Wealth Advisors LLC | 1,879 | $244.3K | 0.24% | +1,879 | New |
| Bridgefront Capital, LLC | 1,874 | $243.6K | 0.18% | −1,943−50.9% | Reduced |
| Virtus Investment Advisers, Inc. | 1,867 | $242.7K | 0.18% | +1,867 | New |
| CoreCap Advisors, LLC | 1,867 | $242.7K | 0.02% | +455+32.2% | Added |
| Claret Asset Management Corp | 1,850 | $241.0K | 0.04% | −14−0.8% | Reduced |
| Ferguson Wellman Capital Management, Inc | 1,850 | $240.5K | 0.01% | −9−0.5% | Reduced |
| Oak Asset Management, LLC | 1,849 | $240.4K | 0.10% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 1,846 | $240.0K | 0.03% | +1,846 | New |
| Probity Advisors, Inc. | 1,846 | $240.0K | 0.05% | −79−4.1% | Reduced |
| 1st Source Bank | 1,845 | $239.8K | 0.01% | +64+3.6% | Added |
| Bartlett & Co. LLC | 1,821 | $237.0K | 0.00% | +996+120.7% | Added |
| Bartlett & Co. Wealth Management LLC | 1,821 | $236.9K | 0.00% | +996+120.7% | Added |
| Enterprise Bank & Trust Co | 1,810 | $235.3K | 0.08% | +1,810 | New |
| Fairbanks Capital Management, Inc. | 1,807 | $234.9K | 0.17% | 00.0% | Unchanged |
| JFG Wealth Management, LLC | 1,800 | $234.0K | 0.07% | +1,800 | New |
| Shelton Wealth Management, LLC | 1,796 | $233.5K | 0.17% | −491−21.5% | Reduced |
| LCM Capital Management Inc | 1,787 | $232.3K | 0.17% | −51−2.8% | Reduced |
| Kovitz Investment Group Partners, LLC | 1,787 | $232.3K | 0.00% | −434−19.5% | Reduced |
| Guardian Wealth Advisors, LLC | 1,784 | $231.9K | 0.04% | −111−5.9% | Reduced |
| Imprint Wealth LLC | 1,764 | $229.3K | 0.18% | +184+11.6% | Added |
| Narus Financial Partners, LLC | 1,764 | $229.3K | 0.11% | −63−3.4% | Reduced |
| XML Financial, LLC | 1,760 | $228.8K | 0.02% | 00.0% | Unchanged |
| Patten & Patten Inc | 1,753 | $227.9K | 0.02% | +100+6.0% | Added |
| Schechter Investment Advisors, LLC | 1,753 | $227.9K | 0.02% | −112−6.0% | Reduced |
| 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 |
| Ingalls & Snyder LLC | 1,747 | $227.0K | 0.01% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 1,743 | $226.6K | 0.09% | 00.0% | Unchanged |
| Philadelphia Trust Co | 1,740 | $226.0K | 0.02% | 00.0% | Unchanged |
| Gries Financial LLC | 1,737 | $225.8K | 0.05% | +1,737 | New |
| GSB Wealth Management, LLC | 1,733 | $225.3K | 0.07% | 00.0% | Unchanged |
| Ledyard National Bank | 1,732 | $225.2K | 0.02% | +1,732 | New |
| Dumont & Blake Investment Advisors LLC | 1,732 | $225.0K | 0.07% | +5+0.3% | Added |
| Mesirow Financial Investment Management, Inc. | 1,728 | $224.6K | 0.01% | +1,728 | New |
| Proficio Capital Partners LLC | 1,723 | $223.9K | 0.03% | −484−21.9% | Reduced |
| Anchor Investment Management, LLC | 1,718 | $223.3K | 0.03% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 1,715 | $222.9K | 0.05% | 00.0% | Unchanged |
| Aspiriant, LLC | 1,712 | $222.6K | 0.01% | +1,712 | New |
| GW Henssler & Associates Ltd | 1,709 | $222.2K | 0.01% | −1,009−37.1% | Reduced |
| Loomis Sayles & Co L P | 1,705 | $222.0K | 0.00% | −154−8.3% | Reduced |
| 9258 Wealth Management, LLC | 1,704 | $221.5K | 0.04% | +114+7.2% | Added |
| Mosley Wealth Management | 1,703 | $221.4K | 0.22% | +1,703 | New |
| Cannell Peter B & Co Inc | 1,700 | $221.0K | 0.01% | +200+13.3% | Added |
| Verum Partners LLC | 1,696 | $220.5K | 0.09% | +1,696 | New |
| Capital Analysts, LLC | 1,695 | $220.0K | 0.01% | +61+3.7% | Added |
| Arkadios Wealth Advisors | 1,690 | $219.6K | 0.02% | +81+5.0% | Added |
| Marex Group plc | 1,688 | $219.4K | 0.01% | +1,688 | New |
| Cipher Capital LP | 1,682 | $218.7K | 0.07% | −831−33.1% | Reduced |
| EPG Wealth Management LLC | 1,542 | $218.3K | 0.06% | −10−0.6% | Reduced |
| Rappaport Reiches Capital Management, LLC | 1,665 | $216.4K | 0.08% | +4+0.2% | Added |
| Advisor Resource Council | 1,658 | $215.5K | 0.03% | +1,658 | New |
| First Business Financial Services, Inc. | 1,657 | $215.4K | 0.03% | −11−0.7% | Reduced |
| Alpha Cubed Investments, LLC | 1,644 | $213.8K | 0.01% | +1,644 | New |
| First Hawaiian Bank | 1,644 | $213.7K | 0.01% | +14+0.9% | Added |
| Meiji Yasuda Life Insurance Co | 1,640 | $213.2K | 0.00% | 00.0% | Unchanged |
| First Nebraska Trust Co | 1,634 | $212.4K | 0.02% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 1,632 | $212.2K | 0.04% | −602−26.9% | Reduced |
| Asset Allocation & Management Company, LLC | 1,634 | $212.0K | 0.14% | 00.0% | Unchanged |
| Athena Investment Management | 1,627 | $211.5K | 0.14% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 1,620 | $211.0K | 0.00% | 00.0% | Unchanged |
| Balanced Wealth Group LLC | 1,621 | $210.7K | 0.11% | +1,621 | New |
| Atomi Financial Group, Inc. | 1,618 | $210.3K | 0.03% | +1,618 | New |
| West Michigan Advisors, LLC | 1,606 | $208.8K | 0.08% | +199+14.1% | Added |
| Trueblood Wealth Management, LLC | 1,606 | $208.8K | 0.13% | +1,606 | New |
| Paragon Capital Management Ltd | 1,598 | $207.8K | 0.04% | −408−20.3% | Reduced |
| Lowe Brockenbrough & Co Inc | 1,592 | $207.0K | 0.02% | +64+4.2% | Added |
| Pin Oak Investment Advisors Inc | 1,584 | $206.0K | 0.21% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 4,281 | $205.3K | 0.01% | +4,281 | New |
| Bedel Financial Consulting, Inc. | 1,578 | $205.1K | 0.04% | 00.0% | Unchanged |
| NDVR, Inc. | 1,571 | $204.2K | 0.24% | +1,571 | New |
| Kozak & Associates, Inc. | 1,569 | $202.9K | 0.06% | +12+0.8% | Added |
| Norris Perne & French LLP | 1,557 | $202.4K | 0.02% | −10−0.6% | Reduced |
| Oppenheimer Asset Management Inc. | 1,557 | $202.4K | 0.00% | +122+8.5% | Added |
| TD Private Client Wealth LLC | 1,557 | $202.4K | 0.01% | +162+11.6% | Added |
| Manhattan West Asset Management, LLC | 1,554 | $202.0K | 0.06% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 1,553 | $202.0K | 0.01% | +46+3.1% | Added |
| Gray Wealth Management Inc. | 1,553 | $201.9K | 0.10% | −524−25.2% | Reduced |
| AMG National Trust Bank | 1,550 | $201.5K | 0.01% | 00.0% | Unchanged |
| City State Bank | 1,515 | $197.0K | 0.10% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 1,479 | $192.3K | 0.07% | +614+71.0% | Added |
| Vestor Capital, LLC | 1,450 | $189.0K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,427 | $185.5K | 0.02% | −275−16.2% | Reduced |
| Tiff Advisory Services Inc | 1,275 | $165.8K | 0.08% | −1,307−50.6% | Reduced |
| Planned Solutions, Inc. | 1,269 | $165.0K | 0.08% | +1,269 | New |
| Versant Capital Management, Inc | 1,268 | $164.8K | 0.05% | +4+0.3% | Added |
| Desjardins Global Asset Management Inc. | 1,267 | $164.7K | 0.02% | −2,780−68.7% | Reduced |
| Deseret Mutual Benefit Administrators | 1,227 | $159.5K | 0.09% | −360−22.7% | Reduced |
| C M Bidwell & Associates Ltd | 1,218 | $158.3K | 0.12% | +5+0.4% | Added |
| First Community Trust NA | 1,200 | $156.0K | 0.17% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,200 | $156.0K | 0.08% | 00.0% | Unchanged |