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, Q2 2024
Institutional positions in Valero Energy Corp as of Jun 30, 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
- 1,478
- −31 vs. Q1 2024
- Shares held
- 263.6M
- −1.99M (−0.8%) vs. Q1 2024
- Total value
- $41.3B
- −$3.99B (−8.8%) vs. Q1 2024
- New holders
- 107
- 570 more added
- Sold out
- 138
- 553 more reduced
17 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Valero Energy Corp; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lake Street Advisors Group, LLC | 2,705 | $424.1K | 0.02% | −440−14.0% | Reduced |
| Citizens Financial Group Inc | 2,706 | $424.2K | 0.01% | +1,224+82.6% | Added |
| Monument Capital Management | 2,721 | $426.5K | 0.13% | +9+0.3% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 2,726 | $427.3K | 0.01% | −334−10.9% | Reduced |
| Founders Financial Securities LLC | 2,738 | $429.2K | 0.04% | +41+1.5% | Added |
| Accel Wealth Management | 2,745 | $430.3K | 0.17% | −51−1.8% | Reduced |
| TBH Global Asset Management, LLC | 2,745 | $430.4K | 0.10% | 00.0% | Unchanged |
| Sharp Financial Services, LLC | 2,762 | $433.0K | 0.37% | +200+7.8% | Added |
| Old North State Trust, LLC | 2,765 | $433.0K | 0.37% | 00.0% | Unchanged |
| Concord Asset Management, LLC | 2,773 | $434.6K | 0.11% | +21+0.8% | Added |
| J.W. Cole Advisors, Inc. | 2,787 | $436.8K | 0.02% | −888−24.2% | Reduced |
| Monticello Wealth Management, LLC | 2,804 | $439.6K | 0.04% | +19+0.7% | Added |
| AdvisorShares Investments LLC | 2,807 | $443.4K | 0.08% | −336−10.7% | Reduced |
| Farmers Trust Co | 2,833 | $444.1K | 0.09% | −5−0.2% | Reduced |
| Sym Financial Corp | 2,852 | $447.1K | 0.07% | +2,852 | New |
| Burke & Herbert Bank & Trust Co | 2,866 | $449.3K | 0.11% | −3−0.1% | Reduced |
| HBK Sorce Advisory LLC | 2,867 | $449.4K | 0.02% | +424+17.4% | Added |
| Kovitz Investment Group Partners, LLC | 2,887 | $452.6K | 0.00% | −1,107−27.7% | Reduced |
| Grove Bank & Trust | 2,887 | $452.6K | 0.07% | +83+3.0% | Added |
| Accurate Wealth Management, LLC | 3,043 | $452.7K | 0.11% | −186−5.8% | Reduced |
| Connecticut Wealth Management, LLC | 2,889 | $452.8K | 0.02% | −366−11.2% | Reduced |
| KC Investment Advisors, LLC | 2,895 | $453.8K | 0.23% | +42+1.5% | Added |
| Montag A & Associates Inc | 2,914 | $456.8K | 0.02% | +136+4.9% | Added |
| Silvia McColl Wealth Management, LLC | 2,930 | $459.3K | 0.38% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 2,935 | $460.0K | 0.12% | +10.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 2,935 | $460.1K | 0.02% | +2,935 | New |
| Perigon Wealth Management, LLC | 2,938 | $460.5K | 0.01% | +123+4.4% | Added |
| Lee Danner & Bass Inc | 2,963 | $464.0K | 0.04% | +2,963 | New |
| Conning Inc. | 2,961 | $464.2K | 0.02% | −14−0.5% | Reduced |
| Larson Financial Group LLC | 2,976 | $466.5K | 0.03% | +2,869+2,681.3% | Added |
| Brown Brothers Harriman & Co | 2,979 | $467.0K | 0.00% | −764−20.4% | Reduced |
| M Holdings Securities, Inc. | 2,978 | $467.0K | 0.06% | +2,978 | New |
| Cooper Financial Group | 2,991 | $468.9K | 0.07% | −3,535−54.2% | Reduced |
| Magnolia Capital Management Ltd | 3,000 | $470.0K | 0.39% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,999 | $470.2K | 0.02% | −88−2.9% | Reduced |
| Catalyst Funds Management Pty Ltd | 3,000 | $470.3K | 0.13% | −25,200−89.4% | Reduced |
| ARS Wealth Advisors Group, LLC | 3,000 | $470.3K | 0.06% | −50−1.6% | Reduced |
| Wellington Shields Capital Management, LLC | 3,000 | $470.3K | 0.09% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 3,001 | $470.4K | 0.02% | +78+2.7% | Added |
| Mustard Seed Financial, LLC | 3,016 | $472.8K | 0.45% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 3,022 | $473.7K | 0.16% | +69+2.3% | Added |
| Independence Bank of Kentucky | 3,033 | $475.5K | 0.13% | +195+6.9% | Added |
| Element Wealth, LLC | 3,048 | $477.8K | 0.27% | −11−0.4% | Reduced |
| Oxford Financial Group Ltd | 3,074 | $481.9K | 0.03% | +69+2.3% | Added |
| Azimuth Capital Investment Management LLC | 3,080 | $482.8K | 0.02% | −55−1.8% | Reduced |
| Bridgefront Capital, LLC | 3,084 | $483.4K | 0.20% | +273+9.7% | Added |
| Ameritas Advisory Services, LLC | 3,098 | $485.7K | 0.02% | +11+0.4% | Added |
| Claro Advisors LLC | 3,104 | $486.5K | 0.08% | −50−1.6% | Reduced |
| Vantage Consulting Group Inc | 3,110 | $487.5K | 0.36% | −69−2.2% | Reduced |
| Emerald Advisors, LLC | 3,126 | $490.1K | 0.07% | +545+21.1% | Added |
| Norden Group LLC | 3,132 | $490.9K | 0.10% | +484+18.3% | Added |
| New England Research & Management, Inc. | 3,150 | $494.0K | 0.24% | +3,150 | New |
| Pensionmark Financial Group, LLC | 3,152 | $494.2K | 0.03% | +1,847+141.5% | Added |
| Sovereign Financial Group, Inc. | 3,154 | $494.4K | 0.12% | +10.0% | Added |
| One Wealth Advisors, LLC | 3,270 | $497.5K | 0.11% | −279−7.9% | Reduced |
| Concord Wealth Partners | 3,187 | $499.6K | 0.09% | +20+0.6% | Added |
| Red Door Wealth Management, LLC | 3,194 | $500.7K | 0.09% | +113+3.7% | Added |
| CTC Alternative Strategies, Ltd. | 3,195 | $500.8K | 0.21% | +3,195 | New |
| EHP Funds Inc. | 3,200 | $501.6K | 0.25% | +200+6.7% | Added |
| Ethic Inc. | 3,206 | $502.6K | 0.01% | +974+43.6% | Added |
| Auxano Advisors, LLC | 3,221 | $504.9K | 0.14% | −56−1.7% | Reduced |
| Private Trust Co NA | 3,226 | $505.7K | 0.05% | −1,098−25.4% | Reduced |
| Seaport Global Advisors, LLC | 3,232 | $506.6K | 1.81% | −678−17.3% | Reduced |
| Stock Yards Bank & Trust Co | 3,232 | $506.7K | 0.02% | −644−16.6% | Reduced |
| Means Investment Co., Inc. | 3,237 | $507.4K | 0.06% | +4+0.1% | Added |
| Wexford Capital LP | 3,256 | $510.4K | 0.13% | +3,256 | New |
| Fullerton Fund Management Co Ltd. | 3,267 | $512.1K | 0.02% | +3,267 | New |
| Mission Wealth Management, LP | 3,286 | $515.1K | 0.01% | −358−9.8% | Reduced |
| Summit Trail Advisors, LLC | 3,295 | $516.5K | 0.01% | +131+4.1% | Added |
| Essex Savings Bank | 3,301 | $517.5K | 0.14% | 00.0% | Unchanged |
| Nikko Asset Management Americas, Inc. | 3,308 | $518.6K | 0.01% | −1,732−34.4% | Reduced |
| Intellectus Partners, LLC | 3,308 | $518.6K | 0.14% | −174−5.0% | Reduced |
| PDT Partners, LLC | 3,318 | $520.1K | 0.05% | −211−6.0% | Reduced |
| Guinness Atkinson Asset Management Inc | 3,321 | $520.6K | 0.25% | −137−4.0% | Reduced |
| Vaughan & Co Securities, Inc. | 3,324 | $521.1K | 0.33% | −61−1.8% | Reduced |
| Formidable Asset Management, LLC | 3,346 | $524.5K | 0.08% | +286+9.3% | Added |
| Forza Wealth Management, LLC | 3,347 | $524.7K | 0.27% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 3,348 | $524.8K | 0.25% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 3,356 | $526.1K | 0.04% | +2,753+456.6% | Added |
| Tranquility Partners, LLC | 3,370 | $528.3K | 0.20% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 3,373 | $528.8K | 0.01% | −772−18.6% | Reduced |
| Gallacher Capital Management LLC | 3,390 | $531.5K | 0.28% | +3,390 | New |
| Heritage Investors Management Corp | 3,397 | $533.0K | 0.02% | +150+4.6% | Added |
| Goldstone Financial Group, LLC | 3,403 | $533.4K | 0.11% | −32−0.9% | Reduced |
| 180 Wealth Advisors, LLC | 3,646 | $534.6K | 0.09% | +3,646 | New |
| Kathmere Capital Management, LLC | 3,415 | $535.3K | 0.06% | +633+22.8% | Added |
| Sunpointe, LLC | 3,437 | $538.8K | 0.35% | +16+0.5% | Added |
| Wealthcare Advisory Partners LLC | 3,441 | $539.4K | 0.02% | −1,304−27.5% | Reduced |
| Farther Finance Advisors, LLC | 3,418 | $540.0K | 0.03% | +2,198+180.2% | Added |
| Cigna Investments Inc | 3,443 | $540.0K | 0.10% | −153−4.3% | Reduced |
| Cladis Investment Advisory, LLC | 3,450 | $540.8K | 0.39% | −188−5.2% | Reduced |
| Keudell/Morrison Wealth Management | 3,454 | $541.4K | 0.16% | +400+13.1% | Added |
| Ausdal Financial Partners, Inc. | 3,461 | $542.5K | 0.06% | +79+2.3% | Added |
| Embree Financial Group | 3,463 | $542.9K | 0.10% | +22+0.6% | Added |
| Essex Financial Services, Inc. | 3,601 | $545.9K | 0.04% | +809+29.0% | Added |
| Waterloo Capital, L.P. | 3,500 | $548.7K | 0.07% | +49+1.4% | Added |
| Johnson Financial Group, Inc. | 3,519 | $551.7K | 0.03% | +477+15.7% | Added |
| Financial Counselors Inc | 3,521 | $552.0K | 0.01% | −245−6.5% | Reduced |
| AlphaStar Capital Management, LLC | 3,534 | $554.0K | 0.05% | −514−12.7% | Reduced |
| WealthTrust Axiom LLC | 3,546 | $555.9K | 0.18% | −101−2.8% | Reduced |