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 |
|---|---|---|---|---|---|
| Lincoln National Corp | 4,657 | $794.9K | 0.01% | −341−6.8% | Reduced |
| MTM Investment Management, LLC | 4,630 | $790.3K | 0.33% | 00.0% | Unchanged |
| Versor Investments LP | 4,597 | $784.7K | 0.16% | −3,203−41.1% | Reduced |
| Patrick M Sweeney & Associates, Inc | 4,597 | $784.6K | 0.65% | +165+3.7% | Added |
| Moody Lynn & Lieberson, LLC | 4,590 | $783.5K | 0.05% | +3+0.1% | Added |
| Strategic Planning Group, LLC | 4,579 | $781.6K | 0.20% | +590+14.8% | Added |
| WNY Asset Management, LLC | 4,540 | $774.9K | 0.12% | −377−7.7% | Reduced |
| Institute for Wealth Management, LLC. | 4,534 | $773.9K | 0.10% | +65+1.5% | Added |
| RFG Advisory, LLC | 4,533 | $773.7K | 0.03% | +2,256+99.1% | Added |
| Freestone Capital Holdings, LLC | 4,529 | $773.1K | 0.03% | +4,529 | New |
| Warren Averett Asset Management, LLC | 4,525 | $772.4K | 0.02% | +1,979+77.7% | Added |
| Dynamic Advisor Solutions LLC | 4,520 | $771.6K | 0.03% | −529−10.5% | Reduced |
| Machina Capital S.A.S. | 4,500 | $768.1K | 0.40% | −5,669−55.7% | Reduced |
| Vise Technologies, Inc. | 4,493 | $766.9K | 0.15% | +431+10.6% | Added |
| OmniStar Financial Group, Inc. | 4,473 | $763.6K | 0.70% | +4,473 | New |
| Eagle Harbor Asset Management Inc | 4,460 | $761.3K | 0.81% | −85−1.9% | Reduced |
| Donoghue Forlines LLC | 4,454 | $760.3K | 0.22% | −403−8.3% | Reduced |
| Moran Wealth Management, LLC | 4,439 | $757.7K | 0.02% | +79+1.8% | Added |
| Tectonic Advisors LLC | 4,427 | $755.7K | 0.06% | −39−0.9% | Reduced |
| Concurrent Investment Advisors, LLC | 4,426 | $755.4K | 0.03% | −1,443−24.6% | Reduced |
| Coppell Advisory Solutions Corp. | 4,414 | $753.4K | 0.14% | +4,414 | New |
| Argyle Capital Management Inc. | 4,400 | $751.0K | 0.29% | 00.0% | Unchanged |
| 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 |
| EverSource Wealth Advisors, LLC | 4,673 | $747.1K | 0.06% | −68−1.4% | Reduced |
| Optimum Investment Advisors | 4,374 | $746.6K | 0.34% | −450−9.3% | Reduced |
| Private Trust Co NA | 4,324 | $738.1K | 0.08% | +499+13.0% | Added |
| Beta Wealth Group, Inc. | 4,300 | $734.0K | 0.36% | +698+19.4% | Added |
| Symphony Financial, Ltd. Co. | 4,292 | $732.6K | 0.17% | +6+0.1% | Added |
| Centaurus Financial, Inc. | 4,277 | $730.0K | 0.05% | +2,265+112.6% | Added |
| Kapitalo Investimentos Ltda | 4,250 | $725.4K | 0.16% | −2,773−39.5% | Reduced |
| Loudon Investment Management, LLC | 4,219 | $720.1K | 0.41% | −100−2.3% | Reduced |
| Optiver Holding B.V. | 4,196 | $716.2K | 0.03% | +4,196 | New |
| HighPoint Advisor Group LLC | 4,560 | $711.0K | 0.05% | +642+16.4% | Added |
| Buckingham Strategic Partners | 4,145 | $707.6K | 0.02% | +4,145 | New |
| Montecito Bank & Trust | 4,144 | $707.3K | 0.14% | −72−1.7% | Reduced |
| Lingohr & Partner Asset Management GmbH | 4,119 | $703.0K | 1.76% | −1,050−20.3% | Reduced |
| InterOcean Capital Group, LLC | 4,103 | $700.4K | 0.02% | −117−2.8% | Reduced |
| Eqis Capital Management, Inc. | 4,089 | $697.9K | 0.06% | −627−13.3% | Reduced |
| Western Wealth Management, LLC | 4,071 | $694.8K | 0.05% | −95−2.3% | Reduced |
| Signaturefd, LLC | 4,054 | $692.0K | 0.01% | +1,244+44.3% | Added |
| Atomi Financial Group, Inc. | 4,049 | $691.1K | 0.06% | +2,431+150.2% | Added |
| AlphaStar Capital Management, LLC | 4,048 | $691.0K | 0.07% | −1,109−21.5% | Reduced |
| Pacifica Partners Inc. | 4,100 | $690.2K | 0.31% | +4,100 | New |
| Collective Family Office LLC | 4,040 | $689.6K | 0.22% | +58+1.5% | Added |
| NorthRock Partners, LLC | 4,038 | $689.3K | 0.03% | −273−6.3% | Reduced |
| Ruggaard & Associates LLC | 4,013 | $685.0K | 0.33% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 4,011 | $684.6K | 0.73% | −132−3.2% | Reduced |
| Csenge Advisory Group | 4,006 | $683.7K | 0.04% | −995−19.9% | Reduced |
| Venturi Wealth Management, LLC | 4,003 | $683.3K | 0.04% | +3,223+413.2% | Added |
| Petra Financial Advisors Inc | 4,037 | $682.4K | 0.50% | −15−0.4% | Reduced |
| Kovitz Investment Group Partners, LLC | 3,994 | $681.7K | 0.01% | +2,207+123.5% | Added |
| Ascent Group, LLC | 3,977 | $678.8K | 0.06% | −177−4.3% | Reduced |
| Abn Amro Investment Solutions | 3,957 | $675.4K | 0.01% | −212−5.1% | Reduced |
| Carnegie Capital Asset Management, LLC | 3,950 | $674.2K | 0.02% | +42+1.1% | Added |
| Appleton Partners Inc | 3,949 | $674.0K | 0.05% | −230−5.5% | Reduced |
| City Center Advisors, LLC | 3,948 | $673.9K | 0.79% | +3,948 | New |
| First Horizon Advisors, Inc. | 3,944 | $673.3K | 0.02% | −190−4.6% | Reduced |
| Grimes & Company, Inc. | 3,927 | $670.3K | 0.02% | +30+0.8% | Added |
| Cornerstone Wealth Management, LLC | 3,912 | $667.8K | 0.05% | −1,346−25.6% | Reduced |
| Seaport Global Advisors, LLC | 3,910 | $667.4K | 1.35% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 3,902 | $666.1K | 0.17% | −6−0.2% | Reduced |
| WSFS Capital Management, LLC | 3,884 | $662.9K | 0.04% | +22+0.6% | Added |
| Northstar Advisory Group, LLC | 4,166 | $661.9K | 0.40% | −50−1.2% | Reduced |
| Stock Yards Bank & Trust Co | 3,876 | $661.6K | 0.02% | −1,981−33.8% | Reduced |
| Bill Few Associates, Inc. | 3,873 | $661.1K | 0.27% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 3,870 | $660.6K | 0.02% | +3,870 | New |
| Parkside Financial Bank & Trust | 3,857 | $658.4K | 0.11% | +266+7.4% | Added |
| NBC Securities, Inc. | 3,858 | $658.0K | 0.06% | +179+4.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 3,828 | $653.4K | 0.00% | −166,207−97.7% | Reduced |
| Jackson Hole Capital Partners, LLC | 3,790 | $646.9K | 0.15% | 00.0% | Unchanged |
| Financial Counselors Inc | 3,766 | $642.8K | 0.01% | +712+23.3% | Added |
| HM Payson & Co | 3,753 | $640.6K | 0.01% | −34−0.9% | Reduced |
| Brown Brothers Harriman & Co | 3,743 | $638.9K | 0.00% | −24−0.6% | Reduced |
| Global Retirement Partners, LLC | 3,712 | $633.5K | 0.02% | −43−1.1% | Reduced |
| Brave Asset Management Inc | 3,705 | $632.4K | 0.16% | 00.0% | Unchanged |
| Geller Advisors LLC | 3,701 | $631.7K | 0.05% | +34+0.9% | Added |
| Intrepid Financial Planning Group LLC | 3,699 | $631.4K | 0.27% | −100−2.6% | Reduced |
| Vicus Capital | 3,694 | $630.5K | 0.06% | +324+9.6% | Added |
| Trajan Wealth LLC | 3,689 | $629.7K | 0.04% | +3,689 | New |
| J.W. Cole Advisors, Inc. | 3,675 | $628.5K | 0.03% | +170+4.9% | Added |
| TCG Advisory Services, LLC | 3,667 | $625.9K | 0.03% | +1,737+90.0% | Added |
| Harvest Fund Management Co., Ltd | 3,658 | $624.0K | 0.06% | +3,327+1,005.1% | Added |
| WealthTrust Axiom LLC | 3,647 | $622.6K | 0.20% | +10.0% | Added |
| Armstrong Advisory Group, Inc | 4,789 | $622.6K | 0.06% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 3,644 | $621.9K | 0.02% | −255−6.5% | Reduced |
| Cladis Investment Advisory, LLC | 3,638 | $621.0K | 0.46% | −100−2.7% | Reduced |
| Gratus Capital LLC | 3,628 | $619.2K | 0.03% | +3,628 | New |
| Vanguard Capital Wealth Advisors | 3,608 | $615.9K | 0.43% | −690−16.1% | Reduced |
| Cigna Investments Inc | 3,596 | $613.0K | 0.12% | −81−2.2% | Reduced |
| Parallel Advisors, LLC | 3,583 | $611.6K | 0.02% | +472+15.2% | Added |
| Dynamic Technology Lab Private Ltd | 3,572 | $610.0K | 0.07% | +3,572 | New |
| One Wealth Advisors, LLC | 3,549 | $605.8K | 0.11% | −140−3.8% | Reduced |
| PDT Partners, LLC | 3,529 | $602.4K | 0.06% | +3,529 | New |
| Intellectus Partners, LLC | 3,482 | $594.4K | 0.16% | −649−15.7% | Reduced |
| Brevan Howard Capital Management LP | 3,482 | $594.3K | 0.05% | −34,374−90.8% | Reduced |
| First National Corp | 4,567 | $593.7K | 0.15% | 00.0% | Unchanged |
| Guinness Atkinson Asset Management Inc | 3,458 | $590.2K | 0.28% | −796−18.7% | Reduced |
| Waterloo Capital, L.P. | 3,451 | $589.0K | 0.08% | −266−7.2% | Reduced |
| Embree Financial Group | 3,441 | $587.4K | 0.12% | +23+0.7% | Added |