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, Q3 2024
Institutional positions in Valero Energy Corp as of Sep 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
- 1,454
- −10 vs. Q2 2024
- Shares held
- 259.6M
- +23.0M (+9.7%) vs. Q2 2024
- Total value
- $34.9B
- −$2.13B (−5.7%) vs. Q2 2024
- New holders
- 132
- 554 more added
- Sold out
- 142
- 532 more reduced
14 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Valero Energy Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Center for Financial Planning, Inc. | 144 | $19.4K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 150 | $20.3K | 0.00% | −6−3.8% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 150 | $20.3K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 150 | $20.3K | 0.01% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 150 | $20.3K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 153 | $20.7K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 155 | $20.9K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 155 | $20.9K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 156 | $21.1K | 0.00% | −30−16.1% | Reduced |
| Tidemark, LLC | 157 | $21.2K | 0.01% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 157 | $21.2K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 159 | $21.5K | 0.01% | −52−24.6% | Reduced |
| Briaud Financial Planning, Inc | 166 | $22.0K | 0.01% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 173 | $23.4K | 0.01% | −2−1.1% | Reduced |
| Pflug Koory, LLC | 175 | $23.6K | 0.01% | +175 | New |
| Gladius Capital Management LP | 176 | $23.8K | 0.01% | −16−8.3% | Reduced |
| IAG Wealth Partners, LLC | 182 | $24.6K | 0.00% | −42−18.8% | Reduced |
| Bruce G. Allen Investments, LLC | 186 | $25.1K | 0.02% | −17−8.4% | Reduced |
| Gen-Wealth Partners Inc | 200 | $25.7K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 198 | $26.7K | 0.01% | −44−18.2% | Reduced |
| Rise Advisors, LLC | 199 | $26.8K | 0.01% | +2+1.0% | Added |
| Canton Hathaway, LLC | 200 | $27.0K | 0.01% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 200 | $27.0K | 0.02% | −60−23.1% | Reduced |
| First Financial Corp | 200 | $27.0K | 0.01% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 200 | $27.0K | 0.01% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $27.9K | 0.02% | – | – |
| GW&K Investment Management, LLC | 207 | $28.0K | 0.00% | +15+7.8% | Added |
| Peterson Financial Group, Inc. | 208 | $28.1K | 0.11% | +208 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 228 | $30.8K | 0.01% | −379−62.4% | Reduced |
| Hemington Wealth Management | 239 | $31.0K | 0.01% | +239 | New |
| Tradewinds Capital Management, LLC | 234 | $31.6K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 248 | $33.5K | 0.01% | −25−9.2% | Reduced |
| Duncker Streett & Co Inc | 249 | $33.6K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 250 | $33.8K | 0.00% | +250 | New |
| AdvisorNet Financial, Inc | 268 | $36.2K | 0.00% | −9−3.2% | Reduced |
| American Capital Advisory, LLC | 268 | $36.2K | 0.02% | 00.0% | Unchanged |
| True Wealth Design, LLC | 276 | $37.3K | 0.01% | +183+196.8% | Added |
| Financial Gravity Companies, Inc. | 277 | $37.4K | 0.01% | +277 | New |
| Uncommon Cents Investing LLC | 278 | $37.6K | 0.01% | +278 | New |
| Harbor Capital Advisors, Inc. | 285 | $38.0K | 0.00% | +285 | New |
| Glen Eagle Advisors, LLC | 291 | $39.3K | 0.01% | +4+1.4% | Added |
| Caas Capital Management LP | 300 | $40.5K | 0.03% | +300 | New |
| WR Wealth Planners, LLC | 303 | $40.9K | 0.01% | +143+89.4% | Added |
| Ransom Advisory, Ltd | 322 | $43.5K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 324 | $43.8K | 0.01% | −463−58.8% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 328 | $44.3K | 0.02% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 329 | $44.4K | 0.01% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 332 | $45.0K | 0.00% | −1−0.3% | Reduced |
| Park Place Capital Corp | 334 | $45.1K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 350 | $46.0K | 0.00% | −75−17.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 343 | $46.3K | 0.00% | +7+2.1% | Added |
| Boyd Watterson Asset Management LLC | 352 | $47.5K | 0.01% | −30−7.9% | Reduced |
| Farmers & Merchants Investments Inc | 354 | $47.8K | 0.00% | −2−0.6% | Reduced |
| Gilliland Jeter Wealth Management LLC | 358 | $48.4K | 0.02% | +2+0.6% | Added |
| Ashton Thomas Securities, LLC | 371 | $50.1K | 0.01% | +371 | New |
| Stone House Investment Management, LLC | 382 | $51.6K | 0.01% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 400 | $54.0K | 0.00% | +55+15.9% | Added |
| Creative Financial Designs Inc | 400 | $54.0K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 400 | $54.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 418 | $56.5K | 0.01% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 420 | $56.7K | 0.05% | −7,215−94.5% | Reduced |
| Operose Advisors LLC | 425 | $57.4K | 0.02% | 00.0% | Unchanged |
| Bank of New Hampshire | 430 | $58.1K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 431 | $58.2K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 454 | $61.2K | 0.01% | −13−2.8% | Reduced |
| DT Investment Partners, LLC | 478 | $64.5K | 0.01% | +123+34.6% | Added |
| Prestige Wealth Management Group LLC | 489 | $66.0K | 0.01% | +3+0.6% | Added |
| WFA of San Diego, LLC | 504 | $68.1K | 0.06% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 510 | $68.9K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 521 | $70.5K | 0.02% | +93+21.7% | Added |
| South State Corp. | 528 | $71.3K | 0.00% | +8+1.5% | Added |
| Missouri Trust & Investment Co | 540 | $72.9K | 0.03% | 00.0% | Unchanged |
| Wintrust Investments LLC | 551 | $74.0K | 0.05% | −4,938−90.0% | Reduced |
| ORG Partners LLC | 551 | $74.6K | 0.01% | +1+0.2% | Added |
| Heritage Wealth Advisors | 555 | $74.9K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 555 | $74.9K | 0.01% | −47−7.8% | Reduced |
| SYSTM Wealth Solutions LLC | 556 | $75.1K | 2.28% | −14,335−96.3% | Reduced |
| Mattson Financial Services, LLC | 484 | $75.9K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 560 | $76.0K | 0.05% | −11−1.9% | Reduced |
| JFS Wealth Advisors, LLC | 568 | $76.7K | 0.01% | +317+126.3% | Added |
| Quarry LP | 572 | $77.2K | 0.02% | +572 | New |
| Richardson Financial Services Inc. | 495 | $77.6K | 0.05% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 575 | $77.6K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 586 | $79.1K | 0.01% | +300+104.9% | Added |
| Burkett Financial Services, LLC | 594 | $80.2K | 0.03% | +4+0.7% | Added |
| HighMark Wealth Management LLC | 600 | $81.0K | 0.04% | 00.0% | Unchanged |
| Core Alternative Capital | 614 | $82.9K | 0.02% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 616 | $83.2K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 617 | $83.3K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 626 | $84.5K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 620 | $84.7K | 0.05% | +5+0.8% | Added |
| Westside Investment Management, Inc. | 679 | $91.7K | 0.02% | +104+18.1% | Added |
| CNB Bank | 684 | $92.4K | 0.04% | 00.0% | Unchanged |
| Riverview Trust Co | 696 | $94.0K | 0.08% | +5+0.7% | Added |
| Central Pacific Bank - Trust Division | 698 | $94.3K | 0.01% | −596−46.1% | Reduced |
| Zions Bancorporation, N.A. | 700 | $94.5K | 0.01% | −47−6.3% | Reduced |
| Transcendent Capital Group LLC | 719 | $97.1K | 0.05% | +35+5.1% | Added |
| GPS Wealth Strategies Group, LLC | 722 | $97.5K | 0.01% | +35+5.1% | Added |
| GHP Investment Advisors, Inc. | 740 | $99.9K | 0.00% | +34+4.8% | Added |
| Hall Laurie J Trustee | 745 | $101.0K | 0.03% | 00.0% | Unchanged |