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 |
|---|---|---|---|---|---|
| Goldstone Financial Group, LLC | 3,435 | $586.4K | 0.13% | +22+0.6% | Added |
| Sunpointe, LLC | 3,421 | $583.9K | 0.65% | +289+9.2% | Added |
| Chicago Partners Investment Group LLC | 3,472 | $581.6K | 0.02% | −37−1.1% | Reduced |
| Vaughan & Co Securities, Inc. | 3,385 | $577.8K | 0.37% | −299−8.1% | Reduced |
| Ausdal Financial Partners, Inc. | 3,382 | $577.3K | 0.07% | −60−1.7% | Reduced |
| Leavell Investment Management, Inc. | 3,383 | $577.0K | 0.03% | −27−0.8% | Reduced |
| Tranquility Partners, LLC | 3,370 | $575.2K | 0.22% | +27+0.8% | Added |
| Forza Wealth Management, LLC | 3,347 | $571.3K | 0.30% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 3,320 | $566.6K | 0.09% | +505+17.9% | Added |
| Resources Investment Advisors, LLC. | 3,306 | $564.3K | 0.01% | −324−8.9% | Reduced |
| Vivid Wealth Management, LLC | 3,303 | $563.8K | 0.35% | −3−0.1% | Reduced |
| First Financial Bankshares Inc | 3,289 | $561.4K | 0.01% | −195−5.6% | Reduced |
| Auxano Advisors, LLC | 3,277 | $559.4K | 0.16% | −545−14.3% | Reduced |
| Connecticut Wealth Management, LLC | 3,255 | $555.7K | 0.03% | −1,564−32.5% | Reduced |
| Heritage Investors Management Corp | 3,247 | $554.0K | 0.02% | −551−14.5% | Reduced |
| BCJ Capital Management, LLC | 3,244 | $553.7K | 0.04% | +3,244 | New |
| Means Investment Co., Inc. | 3,233 | $551.9K | 0.07% | −31−0.9% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 3,214 | $548.7K | 0.16% | −820−20.3% | Reduced |
| Valeo Financial Advisors, LLC | 3,276 | $547.1K | 0.02% | +648+24.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,187 | $544.0K | 0.03% | +2,999+1,595.2% | Added |
| Diversify Advisory Services, LLC | 3,148 | $543.5K | 0.03% | +3,148 | New |
| Vantage Consulting Group Inc | 3,179 | $542.6K | 0.35% | −634−16.6% | Reduced |
| Phoenix Wealth Advisors | 3,167 | $540.6K | 0.33% | −28−0.9% | Reduced |
| Concord Wealth Partners | 3,167 | $540.5K | 0.10% | +363+12.9% | Added |
| Summit Trail Advisors, LLC | 3,164 | $540.0K | 0.01% | +356+12.7% | Added |
| Claro Advisors LLC | 3,154 | $538.4K | 0.09% | +93+3.0% | Added |
| Sovereign Financial Group, Inc. | 3,153 | $538.2K | 0.14% | +1,401+80.0% | Added |
| Lake Street Advisors Group, LLC | 3,145 | $536.8K | 0.03% | +88+2.9% | Added |
| AdvisorShares Investments LLC | 3,143 | $536.5K | 0.09% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 3,135 | $535.1K | 0.02% | −17,112−84.5% | Reduced |
| Accurate Wealth Management, LLC | 3,229 | $529.3K | 0.15% | −310−8.8% | Reduced |
| Harbour Investments, Inc. | 3,087 | $526.9K | 0.02% | +18+0.6% | Added |
| Girard Partners Ltd. | 3,086 | $526.9K | 0.05% | +3,086 | New |
| Red Door Wealth Management, LLC | 3,081 | $525.9K | 0.10% | −551−15.2% | Reduced |
| Wealth Management Associates, Inc. | 3,348 | $524.8K | 0.25% | −80−2.3% | Reduced |
| Formidable Asset Management, LLC | 3,060 | $522.3K | 0.09% | +888+40.9% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 3,060 | $522.3K | 0.01% | −538−15.0% | Reduced |
| Element Wealth, LLC | 3,059 | $522.1K | 0.31% | +12+0.4% | Added |
| Keudell/Morrison Wealth Management | 3,054 | $521.3K | 0.16% | +189+6.6% | Added |
| Zacks Investment Management | 3,051 | $520.8K | 0.01% | +1,117+57.8% | Added |
| ARS Wealth Advisors Group, LLC | 3,050 | $520.6K | 0.07% | +250+8.9% | Added |
| Johnson Financial Group, Inc. | 3,042 | $519.3K | 0.03% | +315+11.6% | Added |
| Hilltop National Bank | 3,036 | $518.2K | 0.18% | +3,036 | New |
| BluePath Capital Management, LLC | 3,028 | $516.8K | 0.40% | +595+24.5% | Added |
| Mustard Seed Financial, LLC | 3,016 | $514.8K | 0.51% | 00.0% | Unchanged |
| Silvia McColl Wealth Management, LLC | 2,930 | $514.8K | 0.44% | 00.0% | Unchanged |
| Simmons Bank | 3,013 | $514.3K | 0.04% | +7+0.2% | Added |
| Oxford Financial Group Ltd | 3,005 | $512.9K | 0.04% | +41+1.4% | Added |
| EHP Funds Inc. | 3,000 | $512.1K | 0.35% | −2,300−43.4% | Reduced |
| Wellington Shields Capital Management, LLC | 3,000 | $512.1K | 0.10% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 3,000 | $512.0K | 0.43% | 00.0% | Unchanged |
| Conning Inc. | 2,975 | $507.8K | 0.02% | −120−3.9% | Reduced |
| WealthBridge Capital Management, LLC | 2,953 | $504.1K | 0.17% | −81−2.7% | Reduced |
| SignalPoint Asset Management, LLC | 2,934 | $500.7K | 0.14% | +10.0% | Added |
| Exencial Wealth Advisors, LLC | 2,923 | $498.9K | 0.02% | −258−8.1% | Reduced |
| Ameritas Advisory Services, LLC | 3,087 | $494.6K | 0.02% | −141−4.4% | Reduced |
| Burke & Herbert Bank & Trust Co | 2,869 | $489.7K | 0.37% | −426−12.9% | Reduced |
| KC Investment Advisors, LLC | 2,853 | $487.0K | 0.25% | +37+1.3% | Added |
| Farmers Trust Co | 2,838 | $484.4K | 0.10% | +130+4.8% | Added |
| Independence Bank of Kentucky | 2,838 | $484.4K | 0.15% | +1,359+91.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 2,819 | $481.2K | 0.00% | +2,501+786.5% | Added |
| Eudaimonia Partners, LLC | 2,815 | $480.4K | 0.11% | −32−1.1% | Reduced |
| Perigon Wealth Management, LLC | 2,815 | $480.4K | 0.01% | +102+3.8% | Added |
| Bridgefront Capital, LLC | 2,811 | $479.8K | 0.36% | +937+50.0% | Added |
| Grove Bank & Trust | 2,804 | $478.6K | 0.08% | −66−2.3% | Reduced |
| Accel Wealth Management | 2,796 | $477.3K | 0.20% | +122+4.6% | Added |
| Strategic Financial Concepts, LLC | 2,796 | $477.2K | 0.11% | +802+40.2% | Added |
| Essex Financial Services, Inc. | 2,792 | $476.5K | 0.04% | −241−7.9% | Reduced |
| Monticello Wealth Management, LLC | 2,785 | $475.4K | 0.04% | −87−3.0% | Reduced |
| Parisi Gray Wealth Management | 2,785 | $475.4K | 0.18% | +17+0.6% | Added |
| Kathmere Capital Management, LLC | 2,782 | $474.9K | 0.05% | +484+21.1% | Added |
| Montag A & Associates Inc | 2,778 | $474.2K | 0.02% | −6,121−68.8% | Reduced |
| Nomura Holdings Inc | 2,767 | $472.3K | 0.00% | −9,804−78.0% | Reduced |
| Old North State Trust, LLC | 2,765 | $472.0K | 0.40% | +2,765 | New |
| Heritage Wealth Advisors | 2,755 | $470.2K | 0.02% | 00.0% | Unchanged |
| Concord Asset Management, LLC | 2,752 | $469.8K | 0.12% | +372+15.6% | Added |
| U S Global Investors Inc | 2,750 | $469.4K | 0.04% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 2,745 | $468.6K | 0.09% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 2,725 | $465.1K | 0.48% | +245+9.9% | Added |
| Cedar Brook Financial Partners, LLC | 2,722 | $464.7K | 0.09% | +20+0.7% | Added |
| Monument Capital Management | 2,712 | $462.9K | 0.13% | +51+1.9% | Added |
| Delap Wealth Advisory, LLC | 2,701 | $461.0K | 0.19% | +2,701 | New |
| Peregrine Asset Advisers, Inc. | 2,700 | $460.9K | 0.18% | 00.0% | Unchanged |
| Diligent Investors, LLC | 2,698 | $460.5K | 0.12% | +73+2.8% | Added |
| Founders Financial Securities LLC | 2,697 | $460.4K | 0.05% | −45−1.6% | Reduced |
| Jump Financial, LLC | 2,684 | $458.1K | 0.01% | +2,684 | New |
| Spire Wealth Management | 2,681 | $457.6K | 0.01% | +349+15.0% | Added |
| Westpac Banking Corp | 2,679 | $457.3K | 0.03% | −810−23.2% | Reduced |
| 1st Source Bank | 2,668 | $455.4K | 0.03% | +823+44.6% | Added |
| Gables Capital Management Inc. | 2,665 | $454.9K | 0.25% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 2,657 | $453.6K | 0.13% | 00.0% | Unchanged |
| Norden Group LLC | 2,648 | $451.9K | 0.09% | +2,648 | New |
| Baker Tilly Wealth Management, LLC | 2,647 | $451.8K | 0.08% | −21−0.8% | Reduced |
| Founders Capital Management | 2,630 | $448.9K | 0.30% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 2,598 | $443.5K | 0.03% | +305+13.3% | Added |
| Emerald Advisors, LLC | 2,581 | $440.5K | 0.08% | +11+0.4% | Added |
| SFMG, LLC | 2,576 | $439.7K | 0.04% | −10.0% | Reduced |
| AlphaQ Advisors LLC | 2,571 | $438.8K | 0.26% | −489−16.0% | Reduced |
| Sharp Financial Services, LLC | 2,562 | $437.3K | 0.41% | −600−19.0% | Reduced |
| Walkner Condon Financial Advisors LLC | 2,551 | $435.5K | 0.09% | +475+22.9% | Added |