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, Q1 2024
Institutional positions in Valero Energy Corp as of Mar 31, 2024. 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
- 1,526
- +102 vs. Q4 2023
- Shares held
- 266.4M
- +8.76M (+3.4%) vs. Q4 2023
- Total value
- $45.4B
- +$11.9B (+35.6%) vs. Q4 2023
- New holders
- 208
- 529 more added
- Sold out
- 106
- 557 more reduced
29 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Valero Energy Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Oppenheimer Asset Management Inc. | 1,329 | $226.8K | 0.00% | −228−14.6% | Reduced |
| Moneta Group Investment Advisors LLC | 1,330 | $227.0K | 0.00% | +1,330 | New |
| Five Oceans Advisors | 1,331 | $227.2K | 0.12% | +1,331 | New |
| Deseret Mutual Benefit Administrators | 1,335 | $227.9K | 0.11% | +108+8.8% | Added |
| Opal Wealth Advisors, LLC | 1,338 | $228.3K | 0.08% | +1,338 | New |
| Central Pacific Bank - Trust Division | 1,324 | $228.6K | 0.03% | +1,324 | New |
| First Hawaiian Bank | 1,340 | $228.7K | 0.01% | −304−18.5% | Reduced |
| Range Financial Group LLC | 1,343 | $229.2K | 0.12% | +1,343 | New |
| Pasadena Private Wealth, LLC | 1,344 | $229.4K | 0.05% | +1,344 | New |
| Benchmark Investment Advisors LLC | 1,358 | $231.8K | 0.18% | −1,087−44.5% | Reduced |
| PFG Advisors | 1,358 | $231.8K | 0.02% | +1,358 | New |
| Anthracite Investment Company, Inc. | 1,370 | $233.8K | 0.12% | +1,370 | New |
| MEMBERS Trust Co | 1,371 | $234.0K | 0.01% | +1,371 | New |
| Privium Fund Management (UK) Ltd | 1,356 | $234.1K | 0.12% | +1,356 | New |
| Fortitude Advisory Group L.L.C. | 1,378 | $235.3K | 0.13% | −868−38.6% | Reduced |
| Kercheville Advisors, LLC | 1,382 | $235.9K | 0.11% | +1,382 | New |
| Assetmark, Inc | 1,389 | $237.0K | 0.00% | −337,314−99.6% | Reduced |
| Holistic Planning, LLC | 1,394 | $238.0K | 0.18% | +1,394 | New |
| Orrstown Financial Services Inc | 1,399 | $238.8K | 0.13% | +1,399 | New |
| Stockman Wealth Management, Inc. | 1,402 | $239.3K | 0.04% | +1,402 | New |
| Obsidian Personal Planning Solutions LLC | 1,500 | $239.8K | 0.16% | +1,500 | New |
| Transcend Wealth Collective, LLC | 1,405 | $239.8K | 0.02% | +1,405 | New |
| Avestar Capital, LLC | 1,411 | $240.8K | 0.03% | +1,411 | New |
| Procyon Private Wealth Partners, LLC | 1,415 | $241.5K | 0.02% | +1,415 | New |
| Moloney Securities Asset Management, LLC | 1,419 | $242.1K | 0.04% | +1,419 | New |
| Beacon Financial Advisory LLC | 1,433 | $244.5K | 0.12% | +1,433 | New |
| Lester Murray Antman dba SimplyRich | 1,435 | $245.0K | 0.08% | +1,435 | New |
| Angeles Wealth Management, LLC | 1,440 | $245.8K | 0.02% | +1,440 | New |
| GSB Wealth Management, LLC | 1,451 | $247.7K | 0.07% | −282−16.3% | Reduced |
| Kovack Advisors, Inc. | 1,459 | $249.0K | 0.03% | −1,182−44.8% | Reduced |
| Kozak & Associates, Inc. | 1,580 | $250.5K | 0.07% | +11+0.7% | Added |
| Ssi Investment Management LLC | 1,474 | $251.6K | 0.02% | +1,474 | New |
| Criterion Capital Advisors, LLC | 1,478 | $252.3K | 0.17% | −645−30.4% | Reduced |
| Citizens Financial Group Inc | 1,482 | $253.0K | 0.01% | +1,482 | New |
| Associated Banc-Corp | 1,485 | $253.5K | 0.01% | +1,485 | New |
| Baker Avenue Asset Management, LP | 1,485 | $253.5K | 0.01% | −867−36.9% | Reduced |
| Choate Investment Advisors | 1,487 | $253.8K | 0.01% | −426−22.3% | Reduced |
| Regal Investment Advisors LLC | 1,497 | $255.6K | 0.02% | +1,497 | New |
| XR Securities LLC | 1,498 | $255.7K | 0.07% | +1,498 | New |
| Teamwork Financial Advisors, LLC | 1,498 | $255.7K | 0.04% | −8,601−85.2% | Reduced |
| Green Square Capital Advisors LLC | 1,499 | $255.9K | 0.03% | +1,499 | New |
| Sierra Summit Advisors LLC | 1,500 | $256.0K | 0.07% | −500−25.0% | Reduced |
| Disciplined Growth Investors Inc | 1,500 | $256.0K | 0.00% | +1,500 | New |
| Monetary Management Group Inc | 1,500 | $256.0K | 0.07% | +1,500 | New |
| Spears Abacus Advisors LLC | 1,500 | $256.0K | 0.01% | +1,500 | New |
| Woodstock Corp | 1,501 | $256.2K | 0.03% | +1,501 | New |
| Householder Group Estate & Retirement Specialist, LLC | 1,502 | $256.4K | 0.08% | +1,058+238.3% | Added |
| DMG Group, LLC | 1,514 | $258.4K | 0.22% | +1,514 | New |
| Silver Oak Securities, Inc | 1,515 | $258.6K | 0.04% | −3,297−68.5% | Reduced |
| Shelton Wealth Management, LLC | 1,515 | $258.6K | 0.16% | −281−15.6% | Reduced |
| City State Bank | 1,515 | $259.0K | 0.11% | 00.0% | Unchanged |
| Balanced Wealth Group LLC | 1,633 | $259.4K | 0.12% | +12+0.7% | Added |
| Jeppson Wealth Management, LLC | 1,520 | $259.4K | 0.10% | +1,520 | New |
| Kennedy Investment Group | 1,521 | $259.6K | 0.14% | +1,521 | New |
| Cottage Street Advisors LLC | 1,522 | $259.8K | 0.16% | +1,522 | New |
| C M Bidwell & Associates Ltd | 1,524 | $260.1K | 0.18% | +306+25.1% | Added |
| VeraBank, N.A. | 1,524 | $260.1K | 0.08% | +1,524 | New |
| Lowe Brockenbrough & Co Inc | 1,528 | $260.8K | 0.02% | −64−4.0% | Reduced |
| Gladstone Institutional Advisory LLC | 1,532 | $261.4K | 0.01% | −521−25.4% | Reduced |
| Clifford Swan Investment Counsel LLC | 1,538 | $262.5K | 0.01% | +1,538 | New |
| Crestwood Advisors Group LLC | 1,539 | $262.6K | 0.01% | +1,539 | New |
| Newman Dignan & Sheerar, Inc. | 1,539 | $262.7K | 0.07% | −427−21.7% | Reduced |
| Capital Analysts, LLC | 1,539 | $263.0K | 0.01% | −156−9.2% | Reduced |
| EPG Wealth Management LLC | 1,542 | $263.2K | 0.06% | 00.0% | Unchanged |
| Athena Investment Management | 1,550 | $264.6K | 0.16% | −77−4.7% | Reduced |
| AMG National Trust Bank | 1,550 | $264.6K | 0.01% | 00.0% | Unchanged |
| Gray Wealth Management Inc. | 1,553 | $265.1K | 0.12% | 00.0% | Unchanged |
| Hutchens & Kramer Investment Management Group, LLC | 1,539 | $265.7K | 0.16% | +1,539 | New |
| Manhattan West Asset Management, LLC | 1,559 | $266.1K | 0.06% | +5+0.3% | Added |
| Skopos Labs, Inc. | 1,544 | $266.6K | 0.11% | +1,544 | New |
| Finivi Inc. | 1,574 | $268.7K | 0.24% | +1,574 | New |
| First Business Financial Services, Inc. | 1,574 | $268.7K | 0.03% | −83−5.0% | Reduced |
| Bedel Financial Consulting, Inc. | 1,578 | $269.3K | 0.04% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 1,584 | $270.0K | 0.26% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 1,565 | $270.1K | 0.18% | +1,565 | New |
| AIA Group Ltd | 1,589 | $271.2K | 0.01% | −306−16.1% | Reduced |
| Mirador Capital Partners LP | 1,590 | $271.4K | 0.05% | +1,590 | New |
| Paragon Capital Management Ltd | 1,608 | $274.5K | 0.05% | +10+0.6% | Added |
| Thompson Siegel & Walmsley LLC | 1,620 | $277.0K | 0.00% | 00.0% | Unchanged |
| Mosley Wealth Management | 1,624 | $277.2K | 0.26% | −79−4.6% | Reduced |
| TD Private Client Wealth LLC | 1,628 | $277.9K | 0.01% | +71+4.6% | Added |
| Trust Co of Toledo NA | 1,632 | $278.6K | 0.04% | 00.0% | Unchanged |
| First Nebraska Trust Co | 1,634 | $278.9K | 0.03% | 00.0% | Unchanged |
| Asset Allocation & Management Company, LLC | 1,634 | $279.0K | 0.18% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 1,640 | $279.9K | 0.06% | −75−4.4% | Reduced |
| Goepper Burkhardt LLC | 1,800 | $281.0K | 0.13% | 00.0% | Unchanged |
| Zhang Financial LLC | 1,653 | $282.1K | 0.02% | +1,653 | New |
| Commerzbank Aktiengesellschaft | 1,659 | $283.0K | 0.01% | +1,659 | New |
| West Michigan Advisors, LLC | 1,658 | $283.0K | 0.09% | +52+3.2% | Added |
| Alpine Global Management, LLC | 1,659 | $283.2K | 0.05% | −288−14.8% | Reduced |
| Narus Financial Partners, LLC | 1,665 | $284.2K | 0.12% | −99−5.6% | Reduced |
| Rappaport Reiches Capital Management, LLC | 1,665 | $284.2K | 0.09% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 1,679 | $286.7K | 0.03% | −247−12.8% | Reduced |
| Verum Partners LLC | 1,681 | $286.9K | 0.10% | −15−0.9% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 1,691 | $288.6K | 0.25% | −700−29.3% | Reduced |
| Smith, Salley & Associates | 1,692 | $288.8K | 0.02% | −192−10.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,698 | $289.8K | 0.00% | −123−6.8% | Reduced |
| Lindbrook Capital, LLC | 1,698 | $289.8K | 0.03% | +271+19.0% | Added |
| Venture Visionary Partners LLC | 1,704 | $290.9K | 0.01% | +1,704 | New |
| 9258 Wealth Management, LLC | 1,706 | $291.2K | 0.05% | +2+0.1% | Added |