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 |
|---|---|---|---|---|---|
| Motco | 6,592 | $1.13M | 0.07% | −8−0.1% | Reduced |
| Kingswood Wealth Advisors, LLC | 6,536 | $1.12M | 0.13% | +313+5.0% | Added |
| Cooper Financial Group | 6,526 | $1.11M | 0.18% | +103+1.6% | Added |
| Plato Investment Management Ltd | 6,512 | $1.11M | 0.11% | +5,904+971.1% | Added |
| Linscomb & Williams, Inc. | 6,443 | $1.10M | 0.06% | +748+13.1% | Added |
| Wahed Invest LLC | 6,441 | $1.10M | 0.25% | +644+11.1% | Added |
| Rothschild Investment LLC | 6,430 | $1.10M | 0.08% | +28+0.4% | Added |
| Sherbrooke Park Advisers LLC | 6,415 | $1.09M | 0.21% | −1,532−19.3% | Reduced |
| Prospera Financial Services Inc | 6,349 | $1.08M | 0.03% | +637+11.2% | Added |
| Financial Advocates Investment Management | 6,329 | $1.08M | 0.06% | +175+2.8% | Added |
| Tiaa Trust, National Association | 6,316 | $1.08M | 0.00% | +450+7.7% | Added |
| Fortem Financial Group, LLC | 6,293 | $1.07M | 0.47% | +200+3.3% | Added |
| Smith, Moore & Co. | 6,292 | $1.07M | 0.11% | −346−5.2% | Reduced |
| Atlas Capital Advisors LLC | 6,219 | $1.06M | 0.17% | −125−2.0% | Reduced |
| Independent Financial Group, LLC | 6,205 | $1.06M | 0.05% | −436−6.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 6,199 | $1.06M | 0.16% | +20.0% | Added |
| Ameritas Investment Partners, Inc. | 6,184 | $1.06M | 0.04% | −100−1.6% | Reduced |
| Canal Capital Management, LLC | 6,169 | $1.05M | 0.18% | +38+0.6% | Added |
| Cidel Asset Management Inc | 6,137 | $1.05M | 0.08% | +409+7.1% | Added |
| V-Square Quantitative Management LLC | 6,094 | $1.04M | 0.17% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 6,091 | $1.04M | 0.03% | +1,333+28.0% | Added |
| ISAM Funds (UK) Ltd | 6,065 | $1.04M | 0.59% | +6,065 | New |
| Measured Wealth Private Client Group, LLC | 6,034 | $1.03M | 0.36% | −70−1.1% | Reduced |
| Sweet Financial Partners, LLC | 6,001 | $1.02M | 0.24% | +10.0% | Added |
| Brookstone Capital Management | 5,985 | $1.02M | 0.02% | +19+0.3% | Added |
| Parsons Capital Management Inc | 5,961 | $1.02M | 0.07% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 5,944 | $1.01M | 0.36% | +5,944 | New |
| L.M. Kohn & Company | 5,909 | $1.01M | 0.28% | −36−0.6% | Reduced |
| Wesbanco Bank Inc | 5,896 | $1.01M | 0.04% | +5,896 | New |
| Symmetry Partners, LLC | 5,885 | $1.00M | 0.08% | −370−5.9% | Reduced |
| Virtus ETF Advisers LLC | 5,868 | $1.00M | 0.53% | +1,399+31.3% | Added |
| Ballast, Inc. | 5,846 | $997.9K | 0.32% | +139+2.4% | Added |
| Merit Financial Group, LLC | 6,343 | $994.8K | 0.02% | +1,197+23.3% | Added |
| Drive Wealth Management, LLC | 5,797 | $989.6K | 0.28% | +65+1.1% | Added |
| Cornerstone Advisory, LLC | 5,793 | $988.8K | 0.14% | −61−1.0% | Reduced |
| Forum Financial Management, LP | 5,782 | $986.9K | 0.02% | +80+1.4% | Added |
| Greenleaf Trust | 5,773 | $985.4K | 0.01% | +81+1.4% | Added |
| Old Port Advisors | 5,773 | $985.3K | 0.30% | −31−0.5% | Reduced |
| Lloyd Advisory Services, LLC. | 5,755 | $982.4K | 0.21% | +5,755 | New |
| Checchi Capital Advisers, LLC | 5,751 | $981.7K | 0.08% | −55−0.9% | Reduced |
| Copperwynd Financial, LLC | 5,749 | $981.4K | 0.35% | −202−3.4% | Reduced |
| Chesapeake Wealth Management | 5,718 | $976.0K | 0.36% | −182−3.1% | Reduced |
| RSM US Wealth Management LLC | 5,714 | $975.1K | 0.03% | +173+3.1% | Added |
| Wintrust Investments LLC | 5,689 | $971.0K | 0.09% | −25−0.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 5,679 | $969.4K | 0.07% | +5,679 | New |
| Segment Wealth Management, LLC | 5,666 | $967.1K | 0.07% | +1,204+27.0% | Added |
| Koshinski Asset Management, Inc. | 5,609 | $957.4K | 0.10% | −2,161−27.8% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 5,569 | $950.6K | 0.03% | −72−1.3% | Reduced |
| CSS LLC | 5,500 | $938.8K | 0.08% | +1,000+22.2% | Added |
| Snowden Capital Advisors LLC | 5,492 | $937.4K | 0.03% | +1,394+34.0% | Added |
| Sanibel Captiva Trust Company, Inc. | 5,452 | $930.6K | 0.03% | +400+7.9% | Added |
| Sumitomo Life Insurance Co | 5,451 | $930.4K | 0.02% | −258−4.5% | Reduced |
| Horizon Investments, LLC | 5,417 | $924.6K | 0.02% | −162−2.9% | Reduced |
| AlTi Global, Inc. | 5,414 | $924.4K | 0.03% | +80+1.5% | Added |
| Prudent Man Advisors, LLC | 5,405 | $922.6K | 0.35% | +780+16.9% | Added |
| Vestmark Advisory Solutions, Inc. | 5,402 | $922.1K | 0.04% | +1,121+26.2% | Added |
| Lewis Asset Management, LLC | 5,350 | $913.2K | 0.75% | +124+2.4% | Added |
| Goelzer Investment Management, Inc. | 5,349 | $913.0K | 0.05% | +63+1.2% | Added |
| LVM Capital Management Ltd | 5,345 | $912.0K | 0.11% | +5,345 | New |
| Traynor Capital Management, Inc. | 5,311 | $906.6K | 0.09% | −368−6.5% | Reduced |
| KCM Investment Advisors LLC | 5,293 | $903.5K | 0.03% | +861+19.4% | Added |
| Lazard Asset Management LLC | 5,296 | $903.0K | 0.00% | −33,409−86.3% | Reduced |
| GAMMA Investing LLC | 5,289 | $902.8K | 0.18% | +1,171+28.4% | Added |
| United Community Bank | 5,939 | $901.7K | 0.35% | +2,523+73.9% | Added |
| Meeder Advisory Services, Inc. | 5,265 | $898.7K | 0.09% | +284+5.7% | Added |
| Adirondack Trust Co | 5,254 | $896.8K | 0.38% | −236−4.3% | Reduced |
| Wetherby Asset Management Inc | 5,248 | $895.8K | 0.04% | +92+1.8% | Added |
| Laraway Financial Inc | 5,213 | $889.8K | 0.78% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 5,202 | $887.9K | 0.22% | −10−0.2% | Reduced |
| Prudential PLC | 5,168 | $882.1K | 0.01% | −15,184−74.6% | Reduced |
| E&G Advisors, LP | 5,140 | $877.3K | 0.28% | −100−1.9% | Reduced |
| Aptus Capital Advisors, LLC | 5,082 | $867.4K | 0.02% | +663+15.0% | Added |
| Integrated Advisors Network LLC | 5,063 | $864.2K | 0.04% | −1,056−17.3% | Reduced |
| Clarius Group, LLC | 5,061 | $863.9K | 0.06% | −553−9.9% | Reduced |
| Nikko Asset Management Americas, Inc. | 5,040 | $860.3K | 0.01% | −1,241−19.8% | Reduced |
| St. Johns Investment Management Company, LLC | 4,996 | $852.8K | 0.41% | +334+7.2% | Added |
| Rockland Trust Co | 4,925 | $840.6K | 0.04% | −176−3.5% | Reduced |
| True North Advisors, LLC | 4,919 | $839.7K | 0.23% | −711−12.6% | Reduced |
| Bangor Savings Bank | 4,869 | $831.1K | 0.09% | +442+10.0% | Added |
| Heartland Bank & Trust Co | 4,859 | $829.4K | 0.48% | −79−1.6% | Reduced |
| Tower Research Capital LLC (TRC) | 4,829 | $824.3K | 0.02% | −29,414−85.9% | Reduced |
| Inspire Advisors, LLC | 4,824 | $823.4K | 0.11% | +340+7.6% | Added |
| Cutter & CO Brokerage, Inc. | 4,820 | $822.8K | 0.20% | −161−3.2% | Reduced |
| Cullinan Associates Inc | 4,820 | $822.7K | 0.05% | +1,700+54.5% | Added |
| Eads & Heald Wealth Management | 4,816 | $822.0K | 0.38% | −252−5.0% | Reduced |
| Gradient Investments LLC | 4,786 | $816.9K | 0.02% | −3,425−41.7% | Reduced |
| Trinity Legacy Partners, LLC | 4,761 | $812.7K | 0.24% | −1,170−19.7% | Reduced |
| Silver Coast Investments LLC | 4,759 | $812.4K | 0.33% | +563+13.4% | Added |
| Quad-Cities Investment Group, LLC | 4,758 | $812.2K | 0.47% | −260−5.2% | Reduced |
| TFG Advisers LLC | 4,753 | $811.2K | 0.32% | +174+3.8% | Added |
| Romano Brothers and Company | 4,749 | $810.6K | 0.11% | 00.0% | Unchanged |
| Shell Asset Management Co | 5,165 | $810.0K | 0.04% | −764−12.9% | Reduced |
| Wealthcare Advisory Partners LLC | 4,745 | $809.8K | 0.03% | +737+18.4% | Added |
| Campbell & CO Investment Adviser LLC | 4,731 | $807.5K | 0.07% | +1,250+35.9% | Added |
| Rosenberg Matthew Hamilton | 4,668 | $805.9K | 0.23% | −37−0.8% | Reduced |
| CWA Asset Management Group, LLC | 4,706 | $803.3K | 0.05% | +4,706 | New |
| Hollencrest Capital Management | 4,687 | $800.0K | 0.04% | −41−0.9% | Reduced |
| PAX Financial Group, LLC | 4,682 | $799.2K | 0.16% | −643−12.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 4,677 | $798.4K | 0.35% | −193−4.0% | Reduced |
| Ramirez Asset Management, Inc. | 4,665 | $796.3K | 0.16% | 00.0% | Unchanged |