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 |
|---|---|---|---|---|---|
| Coldstream Capital Management Inc | 6,687 | $869.3K | 0.02% | +20+0.3% | Added |
| Independent Financial Group, LLC | 6,641 | $863.3K | 0.05% | +369+5.9% | Added |
| Smith, Moore & Co. | 6,638 | $863.0K | 0.10% | −893−11.9% | Reduced |
| Cornerstone Advisors, LLC | 6,600 | $858.0K | 0.04% | −400−5.7% | Reduced |
| Motco | 6,600 | $858.0K | 0.06% | +145+2.2% | Added |
| Fifth Third Wealth Advisors LLC | 6,536 | $849.7K | 0.28% | +450+7.4% | Added |
| Personal Cfo Solutions, LLC | 6,502 | $845.3K | 0.15% | +853+15.1% | Added |
| Cooper Financial Group | 6,423 | $835.0K | 0.15% | +1,002+18.5% | Added |
| Rothschild Investment LLC | 6,402 | $832.3K | 0.07% | +6,402 | New |
| Castleark Management LLC | 6,370 | $828.1K | 0.04% | −11,070−63.5% | Reduced |
| Pekin Hardy Strauss, Inc. | 6,360 | $826.8K | 0.12% | −500−7.3% | Reduced |
| Atlas Capital Advisors LLC | 6,344 | $824.7K | 0.12% | +466+7.9% | Added |
| Principal Securities, Inc. | 6,291 | $817.8K | 0.03% | +6,291 | New |
| Ameritas Investment Partners, Inc. | 6,284 | $816.9K | 0.03% | −293−4.5% | Reduced |
| Nikko Asset Management Americas, Inc. | 6,281 | $816.4K | 0.01% | −3,045−32.7% | Reduced |
| Symmetry Partners, LLC | 6,255 | $814.0K | 0.04% | −7,868−55.7% | Reduced |
| Kingswood Wealth Advisors, LLC | 6,223 | $809.0K | 0.09% | +4,721+314.3% | Added |
| Fidelis Capital Partners, LLC | 6,206 | $806.8K | 0.18% | +909+17.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 6,197 | $805.6K | 0.13% | −30.0% | Reduced |
| Financial Advocates Investment Management | 6,154 | $800.1K | 0.05% | +114+1.9% | Added |
| Infrastructure Capital Advisors, LLC | 6,144 | $798.7K | 0.12% | +144+2.4% | Added |
| Canal Capital Management, LLC | 6,131 | $797.0K | 0.15% | −69−1.1% | Reduced |
| Trustmark National Bank Trust Department | 6,121 | $795.7K | 0.07% | −134−2.1% | Reduced |
| Integrated Advisors Network LLC | 6,119 | $795.5K | 0.05% | −10,157−62.4% | Reduced |
| Measured Wealth Private Client Group, LLC | 6,104 | $793.5K | 0.29% | +605+11.0% | Added |
| V-Square Quantitative Management LLC | 6,094 | $792.2K | 0.19% | +1,571+34.7% | Added |
| Fortem Financial Group, LLC | 6,093 | $792.1K | 0.39% | +800+15.1% | Added |
| Change Path, LLC | 6,012 | $781.0K | 0.05% | −1,944−24.4% | Reduced |
| Sweet Financial Partners, LLC | 6,000 | $780.0K | 0.19% | +10.0% | Added |
| Adirondack Trust Co | 5,490 | $776.6K | 0.34% | −100−1.8% | Reduced |
| Brookstone Capital Management | 5,966 | $775.6K | 0.02% | +940+18.7% | Added |
| Parsons Capital Management Inc | 5,961 | $774.9K | 0.06% | −121−2.0% | Reduced |
| Copperwynd Financial, LLC | 5,951 | $773.6K | 0.31% | −302−4.8% | Reduced |
| L.M. Kohn & Company | 5,945 | $772.9K | 0.25% | −55−0.9% | Reduced |
| Trinity Legacy Partners, LLC | 5,931 | $771.0K | 0.24% | −150−2.5% | Reduced |
| Shell Asset Management Co | 5,929 | $771.0K | 0.04% | −1,516−20.4% | Reduced |
| Chesapeake Wealth Management | 5,900 | $767.0K | 0.30% | −15−0.3% | Reduced |
| Concurrent Investment Advisors, LLC | 5,869 | $762.9K | 0.04% | +5,869 | New |
| Tiaa Trust, National Association | 5,866 | $762.6K | 0.00% | −299−4.8% | Reduced |
| Stock Yards Bank & Trust Co | 5,857 | $761.4K | 0.03% | −764−11.5% | Reduced |
| Cornerstone Advisory, LLC | 5,854 | $761.0K | 0.12% | +183+3.2% | Added |
| PAX Financial Group, LLC | 5,325 | $755.0K | 0.16% | −142−2.6% | Reduced |
| Checchi Capital Advisers, LLC | 5,806 | $754.8K | 0.06% | +121+2.1% | Added |
| Old Port Advisors | 5,804 | $754.5K | 0.25% | +181+3.2% | Added |
| Entropy Technologies, LP | 5,801 | $754.1K | 0.14% | +5,801 | New |
| Wahed Invest LLC | 5,797 | $753.6K | 0.21% | +189+3.4% | Added |
| Drive Wealth Management, LLC | 5,732 | $745.1K | 0.24% | +110+2.0% | Added |
| Cidel Asset Management Inc | 5,728 | $744.6K | 0.03% | +5,728 | New |
| Wintrust Investments LLC | 5,714 | $743.0K | 0.07% | +43+0.8% | Added |
| Prospera Financial Services Inc | 5,712 | $742.6K | 0.02% | −20−0.3% | Reduced |
| Sumitomo Life Insurance Co | 5,709 | $742.2K | 0.02% | −179−3.0% | Reduced |
| Ballast, Inc. | 5,707 | $741.9K | 0.26% | +3+0.1% | Added |
| Forum Financial Management, LP | 5,702 | $741.3K | 0.01% | −568−9.1% | Reduced |
| Linscomb & Williams, Inc. | 5,695 | $740.3K | 0.04% | −237−4.0% | Reduced |
| Greenleaf Trust | 5,692 | $740.0K | 0.01% | +348+6.5% | Added |
| Traynor Capital Management, Inc. | 5,679 | $738.2K | 0.09% | −298−5.0% | Reduced |
| Arvest Investments, Inc. | 5,642 | $733.5K | 0.12% | +5,642 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 5,641 | $733.3K | 0.02% | +5+0.1% | Added |
| True North Advisors, LLC | 5,630 | $731.8K | 0.19% | −1,245−18.1% | Reduced |
| Clarius Group, LLC | 5,614 | $729.8K | 0.06% | −235−4.0% | Reduced |
| Wedmont Private Capital | 5,587 | $722.2K | 0.06% | +930+20.0% | Added |
| Duff & Phelps Investment Management Co | 5,545 | $720.9K | 0.01% | −92,300−94.3% | Reduced |
| RSM US Wealth Management LLC | 5,541 | $720.4K | 0.02% | +3,617+188.0% | Added |
| Horizon Investments, LLC | 5,579 | $719.8K | 0.02% | −3,445−38.2% | Reduced |
| Gibraltar Capital Management, Inc. | 5,350 | $695.5K | 0.30% | +5,350 | New |
| Leonteq Securities AG | 5,348 | $695.2K | 0.09% | +3,148+143.1% | Added |
| AlTi Global, Inc. | 5,334 | $693.4K | 0.02% | +5,334 | New |
| EHP Funds Inc. | 5,300 | $689.0K | 0.35% | −1,300−19.7% | Reduced |
| Goelzer Investment Management, Inc. | 5,286 | $687.2K | 0.04% | −785−12.9% | Reduced |
| Cornerstone Wealth Management, LLC | 5,258 | $683.6K | 0.06% | +1,130+27.4% | Added |
| E&G Advisors, LP | 5,240 | $681.2K | 0.24% | −105−2.0% | Reduced |
| Lewis Asset Management, LLC | 5,226 | $679.3K | 0.62% | +5,226 | New |
| Laraway Financial Inc | 5,213 | $677.7K | 0.64% | −25−0.5% | Reduced |
| Tyche Wealth Partners LLC | 5,212 | $677.6K | 0.16% | +5,212 | New |
| AlphaStar Capital Management, LLC | 5,157 | $670.4K | 0.06% | −1,634−24.1% | Reduced |
| Wetherby Asset Management Inc | 5,156 | $670.3K | 0.03% | +53+1.0% | Added |
| Merit Financial Group, LLC | 5,146 | $669.0K | 0.02% | +513+11.1% | Added |
| Lingohr & Partner Asset Management GmbH | 5,169 | $667.0K | 1.52% | +1,469+39.7% | Added |
| Rockland Trust Co | 5,101 | $663.1K | 0.04% | −753−12.9% | Reduced |
| Quest Partners LLC | 5,096 | $662.5K | 0.14% | +5,096 | New |
| JBR Co Financial Management Inc | 5,083 | $660.8K | 0.62% | +5,083 | New |
| HighPoint Advisor Group LLC | 3,918 | $660.0K | 0.05% | +3,918 | New |
| Eads & Heald Wealth Management | 5,068 | $659.0K | 0.32% | +25+0.5% | Added |
| Sanibel Captiva Trust Company, Inc. | 5,052 | $656.8K | 0.02% | +5,052 | New |
| Dynamic Advisor Solutions LLC | 5,049 | $651.3K | 0.02% | −162−3.1% | Reduced |
| Csenge Advisory Group | 5,001 | $650.1K | 0.04% | −633−11.2% | Reduced |
| Lincoln National Corp | 4,998 | $649.7K | 0.01% | −598−10.7% | Reduced |
| Quad-Cities Investment Group, LLC | 5,018 | $648.7K | 0.40% | +18+0.4% | Added |
| Meeder Advisory Services, Inc. | 4,981 | $647.6K | 0.07% | −98−1.9% | Reduced |
| Cutter & CO Brokerage, Inc. | 4,981 | $647.5K | 0.18% | +116+2.4% | Added |
| First Citizens Bank & Trust Co | 4,976 | $646.9K | 0.01% | +149+3.1% | Added |
| Heartland Bank & Trust Co | 4,938 | $641.9K | 0.44% | −511−9.4% | Reduced |
| WNY Asset Management, LLC | 4,917 | $639.2K | 0.11% | +30+0.6% | Added |
| Quantbot Technologies LP | 4,883 | $634.8K | 0.04% | +4,883 | New |
| Newbridge Financial Services Group, Inc. | 4,870 | $633.1K | 0.31% | +27+0.6% | Added |
| Donoghue Forlines LLC | 4,857 | $631.4K | 0.20% | +4,857 | New |
| Lake Street Financial LLC | 4,856 | $631.3K | 0.10% | +4,856 | New |
| NEOS Investment Management LLC | 4,828 | $627.6K | 0.06% | +1,086+29.0% | Added |
| Optimum Investment Advisors | 4,824 | $627.1K | 0.32% | +200+4.3% | Added |
| Connecticut Wealth Management, LLC | 4,819 | $626.5K | 0.04% | +1,551+47.5% | Added |