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
- +103 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
- 209
- 529 more added
- Sold out
- 106
- 556 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 | 1,877 | $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, 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 |
|---|---|---|---|---|---|
| Optimum Investment Advisors | 4,374 | $746.6K | 0.34% | −450−9.3% | Reduced |
| EverSource Wealth Advisors, LLC | 4,673 | $747.1K | 0.06% | −68−1.4% | Reduced |
| Proffitt & Goodson Inc | 4,395 | $750.2K | 0.13% | −102−2.3% | Reduced |
| Hara Capital LLC | 4,395 | $750.2K | 0.45% | 00.0% | Unchanged |
| Argyle Capital Management Inc. | 4,400 | $751.0K | 0.29% | 00.0% | Unchanged |
| Coppell Advisory Solutions Corp. | 4,414 | $753.4K | 0.14% | +4,414 | New |
| Concurrent Investment Advisors, LLC | 4,426 | $755.4K | 0.03% | −1,443−24.6% | Reduced |
| Tectonic Advisors LLC | 4,427 | $755.7K | 0.06% | −39−0.9% | Reduced |
| Moran Wealth Management, LLC | 4,439 | $757.7K | 0.02% | +79+1.8% | Added |
| Donoghue Forlines LLC | 4,454 | $760.3K | 0.22% | −403−8.3% | Reduced |
| Eagle Harbor Asset Management Inc | 4,460 | $761.3K | 0.81% | −85−1.9% | Reduced |
| OmniStar Financial Group, Inc. | 4,473 | $763.6K | 0.70% | +4,473 | New |
| Vise Technologies, Inc. | 4,493 | $766.9K | 0.15% | +431+10.6% | Added |
| Machina Capital S.A.S. | 4,500 | $768.1K | 0.40% | −5,669−55.7% | Reduced |
| Dynamic Advisor Solutions LLC | 4,520 | $771.6K | 0.03% | −529−10.5% | Reduced |
| Warren Averett Asset Management, LLC | 4,525 | $772.4K | 0.02% | +1,979+77.7% | Added |
| Freestone Capital Holdings, LLC | 4,529 | $773.1K | 0.03% | +4,529 | New |
| RFG Advisory, LLC | 4,533 | $773.7K | 0.03% | +2,256+99.1% | Added |
| Institute for Wealth Management, LLC. | 4,534 | $773.9K | 0.10% | +65+1.5% | Added |
| WNY Asset Management, LLC | 4,540 | $774.9K | 0.12% | −377−7.7% | Reduced |
| Strategic Planning Group, LLC | 4,579 | $781.6K | 0.20% | +590+14.8% | Added |
| Moody Lynn & Lieberson, LLC | 4,590 | $783.5K | 0.05% | +3+0.1% | Added |
| Patrick M Sweeney & Associates, Inc | 4,597 | $784.6K | 0.65% | +165+3.7% | Added |
| Versor Investments LP | 4,597 | $784.7K | 0.16% | −3,203−41.1% | Reduced |
| MTM Investment Management, LLC | 4,630 | $790.3K | 0.33% | 00.0% | Unchanged |
| Lincoln National Corp | 4,657 | $794.9K | 0.01% | −341−6.8% | Reduced |
| Ramirez Asset Management, Inc. | 4,665 | $796.3K | 0.16% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 4,677 | $798.4K | 0.35% | −193−4.0% | Reduced |
| PAX Financial Group, LLC | 4,682 | $799.2K | 0.16% | −643−12.1% | Reduced |
| Hollencrest Capital Management | 4,687 | $800.0K | 0.04% | −41−0.9% | Reduced |
| CWA Asset Management Group, LLC | 4,706 | $803.3K | 0.05% | +4,706 | New |
| Rosenberg Matthew Hamilton | 4,668 | $805.9K | 0.23% | −37−0.8% | Reduced |
| Campbell & CO Investment Adviser LLC | 4,731 | $807.5K | 0.07% | +1,250+35.9% | Added |
| Wealthcare Advisory Partners LLC | 4,745 | $809.8K | 0.03% | +737+18.4% | Added |
| Shell Asset Management Co | 5,165 | $810.0K | 0.04% | −764−12.9% | Reduced |
| Romano Brothers and Company | 4,749 | $810.6K | 0.11% | 00.0% | Unchanged |
| TFG Advisers LLC | 4,753 | $811.2K | 0.32% | +174+3.8% | Added |
| Quad-Cities Investment Group, LLC | 4,758 | $812.2K | 0.47% | −260−5.2% | Reduced |
| Silver Coast Investments LLC | 4,759 | $812.4K | 0.33% | +563+13.4% | Added |
| Trinity Legacy Partners, LLC | 4,761 | $812.7K | 0.24% | −1,170−19.7% | Reduced |
| Gradient Investments LLC | 4,786 | $816.9K | 0.02% | −3,425−41.7% | Reduced |
| Eads & Heald Wealth Management | 4,816 | $822.0K | 0.38% | −252−5.0% | Reduced |
| Cullinan Associates Inc | 4,820 | $822.7K | 0.05% | +1,700+54.5% | Added |
| Cutter & CO Brokerage, Inc. | 4,820 | $822.8K | 0.20% | −161−3.2% | Reduced |
| Inspire Advisors, LLC | 4,824 | $823.4K | 0.11% | +340+7.6% | Added |
| Tower Research Capital LLC (TRC) | 4,829 | $824.3K | 0.02% | −29,414−85.9% | Reduced |
| Heartland Bank & Trust Co | 4,859 | $829.4K | 0.48% | −79−1.6% | Reduced |
| Bangor Savings Bank | 4,869 | $831.1K | 0.09% | +442+10.0% | Added |
| True North Advisors, LLC | 4,919 | $839.7K | 0.23% | −711−12.6% | Reduced |
| Rockland Trust Co | 4,925 | $840.6K | 0.04% | −176−3.5% | Reduced |
| St. Johns Investment Management Company, LLC | 4,996 | $852.8K | 0.41% | +334+7.2% | Added |
| Nikko Asset Management Americas, Inc. | 5,040 | $860.3K | 0.01% | −1,241−19.8% | Reduced |
| Clarius Group, LLC | 5,061 | $863.9K | 0.06% | −553−9.9% | Reduced |
| Integrated Advisors Network LLC | 5,063 | $864.2K | 0.04% | −1,056−17.3% | Reduced |
| Aptus Capital Advisors, LLC | 5,082 | $867.4K | 0.02% | +663+15.0% | Added |
| E&G Advisors, LP | 5,140 | $877.3K | 0.28% | −100−1.9% | Reduced |
| Prudential PLC | 5,168 | $882.1K | 0.01% | −15,184−74.6% | Reduced |
| Tyche Wealth Partners LLC | 5,202 | $887.9K | 0.22% | −10−0.2% | Reduced |
| Laraway Financial Inc | 5,213 | $889.8K | 0.78% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 5,248 | $895.8K | 0.04% | +92+1.8% | Added |
| Adirondack Trust Co | 5,254 | $896.8K | 0.38% | −236−4.3% | Reduced |
| Meeder Advisory Services, Inc. | 5,265 | $898.7K | 0.09% | +284+5.7% | Added |
| United Community Bank | 5,939 | $901.7K | 0.35% | +2,523+73.9% | Added |
| GAMMA Investing LLC | 5,289 | $902.8K | 0.18% | +1,171+28.4% | Added |
| Lazard Asset Management LLC | 5,296 | $903.0K | 0.00% | −33,409−86.3% | Reduced |
| KCM Investment Advisors LLC | 5,293 | $903.5K | 0.03% | +861+19.4% | Added |
| Traynor Capital Management, Inc. | 5,311 | $906.6K | 0.09% | −368−6.5% | Reduced |
| LVM Capital Management Ltd | 5,345 | $912.0K | 0.11% | +5,345 | New |
| Goelzer Investment Management, Inc. | 5,349 | $913.0K | 0.05% | +63+1.2% | Added |
| Lewis Asset Management, LLC | 5,350 | $913.2K | 0.75% | +124+2.4% | Added |
| Vestmark Advisory Solutions, Inc. | 5,402 | $922.1K | 0.04% | +1,121+26.2% | Added |
| Prudent Man Advisors, LLC | 5,405 | $922.6K | 0.35% | +780+16.9% | Added |
| AlTi Global, Inc. | 5,414 | $924.4K | 0.03% | +80+1.5% | Added |
| Horizon Investments, LLC | 5,417 | $924.6K | 0.02% | −162−2.9% | Reduced |
| Sumitomo Life Insurance Co | 5,451 | $930.4K | 0.02% | −258−4.5% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 5,452 | $930.6K | 0.03% | +400+7.9% | Added |
| Snowden Capital Advisors LLC | 5,492 | $937.4K | 0.03% | +1,394+34.0% | Added |
| CSS LLC | 5,500 | $938.8K | 0.08% | +1,000+22.2% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 5,569 | $950.6K | 0.03% | −72−1.3% | Reduced |
| Koshinski Asset Management, Inc. | 5,609 | $957.4K | 0.10% | −2,161−27.8% | Reduced |
| Segment Wealth Management, LLC | 5,666 | $967.1K | 0.07% | +1,204+27.0% | Added |
| Mount Yale Investment Advisors, LLC | 5,679 | $969.4K | 0.07% | +5,679 | New |
| Wintrust Investments LLC | 5,689 | $971.0K | 0.09% | −25−0.4% | Reduced |
| RSM US Wealth Management LLC | 5,714 | $975.1K | 0.03% | +173+3.1% | Added |
| Chesapeake Wealth Management | 5,718 | $976.0K | 0.36% | −182−3.1% | Reduced |
| Copperwynd Financial, LLC | 5,749 | $981.4K | 0.35% | −202−3.4% | Reduced |
| Checchi Capital Advisers, LLC | 5,751 | $981.7K | 0.08% | −55−0.9% | Reduced |
| Lloyd Advisory Services, LLC. | 5,755 | $982.4K | 0.21% | +5,755 | New |
| Old Port Advisors | 5,773 | $985.3K | 0.30% | −31−0.5% | Reduced |
| Greenleaf Trust | 5,773 | $985.4K | 0.01% | +81+1.4% | Added |
| Forum Financial Management, LP | 5,782 | $986.9K | 0.02% | +80+1.4% | Added |
| Cornerstone Advisory, LLC | 5,793 | $988.8K | 0.14% | −61−1.0% | Reduced |
| Drive Wealth Management, LLC | 5,797 | $989.6K | 0.28% | +65+1.1% | Added |
| Merit Financial Group, LLC | 6,343 | $994.8K | 0.02% | +1,197+23.3% | Added |
| Ballast, Inc. | 5,846 | $997.9K | 0.32% | +139+2.4% | Added |
| Virtus ETF Advisers LLC | 5,868 | $1.00M | 0.53% | +1,399+31.3% | Added |
| Symmetry Partners, LLC | 5,885 | $1.00M | 0.08% | −370−5.9% | Reduced |
| Wesbanco Bank Inc | 5,896 | $1.01M | 0.04% | +5,896 | New |
| L.M. Kohn & Company | 5,909 | $1.01M | 0.28% | −36−0.6% | Reduced |
| Midwest Professional Planners, LTD. | 5,944 | $1.01M | 0.36% | +5,944 | New |