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 |
|---|---|---|---|---|---|
| Criterion Capital Advisors, LLC | 1,478 | $231.7K | 0.15% | 00.0% | Unchanged |
| Evergreen Wealth Solutions, LLC | 1,726 | $233.1K | 0.16% | −220−11.3% | Reduced |
| Colonial Trust Co | 1,731 | $233.7K | 0.04% | +930+116.1% | Added |
| True North Advisors, LLC | 1,734 | $234.1K | 0.06% | −3,267−65.3% | Reduced |
| Modera Wealth Management, LLC | 1,736 | $234.4K | 0.00% | −79−4.4% | Reduced |
| Fullerton Fund Management Co Ltd. | 1,736 | $234.4K | 0.01% | −1,531−46.9% | Reduced |
| Lifeworks Advisors, LLC | 1,737 | $234.5K | 0.05% | +452+35.2% | Added |
| Concorde Asset Management, LLC | 1,745 | $235.6K | 0.13% | −1−0.1% | Reduced |
| Ingalls & Snyder LLC | 1,747 | $236.0K | 0.01% | 00.0% | Unchanged |
| Jackson Square Capital, LLC | 1,752 | $236.6K | 0.06% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,754 | $236.8K | 0.02% | −61−3.4% | Reduced |
| Oxford Asset Management LLP | 1,755 | $237.0K | 0.20% | +1,755 | New |
| NDVR, Inc. | 1,746 | $237.4K | 0.24% | −30−1.7% | Reduced |
| XML Financial, LLC | 1,760 | $237.7K | 0.02% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 1,760 | $237.7K | 0.05% | +13+0.7% | Added |
| Csenge Advisory Group | 1,681 | $239.3K | 0.01% | −2,674−61.4% | Reduced |
| Patten & Patten Inc | 1,774 | $239.6K | 0.02% | +21+1.2% | Added |
| Mesirow Financial Investment Management, Inc. | 1,779 | $240.3K | 0.00% | +26+1.5% | Added |
| Advus Financial Partners, LLC | 1,788 | $241.4K | 0.07% | 00.0% | Unchanged |
| Oak Asset Management, LLC | 1,799 | $242.9K | 0.09% | 00.0% | Unchanged |
| Goepper Burkhardt LLC | 1,800 | $243.1K | 0.10% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 1,806 | $243.9K | 0.03% | −31−1.7% | Reduced |
| Fairbanks Capital Management, Inc. | 1,807 | $244.0K | 0.15% | 00.0% | Unchanged |
| Enterprise Bank & Trust Co | 1,810 | $244.4K | 0.08% | 00.0% | Unchanged |
| Apella Capital, LLC | 1,803 | $244.6K | 0.01% | −30−1.6% | Reduced |
| Pallas Capital Advisors LLC | 1,862 | $244.6K | 0.01% | −333−15.2% | Reduced |
| RKL Wealth Management LLC | 1,815 | $245.1K | 0.02% | +1,815 | New |
| Zhang Financial LLC | 1,826 | $246.6K | 0.02% | +173+10.5% | Added |
| Opal Wealth Advisors, LLC | 1,834 | $247.6K | 0.08% | +82+4.7% | Added |
| Claret Asset Management Corp | 1,840 | $248.0K | 0.04% | 00.0% | Unchanged |
| Shelton Capital Management | 1,843 | $248.9K | 0.01% | −171−8.5% | Reduced |
| Old Point Trust & Financial Services N A | 1,843 | $248.9K | 0.09% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 1,846 | $249.3K | 0.05% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 1,850 | $249.8K | 0.00% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 1,859 | $251.1K | 0.01% | +395+27.0% | Added |
| Delta Financial Group, Inc. | 1,868 | $252.0K | 0.09% | +1,868 | New |
| GeoWealth Management, LLC | 1,869 | $252.4K | 0.01% | −27−1.4% | Reduced |
| Galvin, Gaustad & Stein, LLC | 1,875 | $253.2K | 0.02% | −5−0.3% | Reduced |
| Hyperion Capital Advisors LP | 1,880 | $253.9K | 0.12% | 00.0% | Unchanged |
| Proequities, Inc. | 1,880 | $253.9K | 0.02% | +178+10.5% | Added |
| Capital Investment Advisory Services, LLC | 1,881 | $254.0K | 0.02% | −270−12.6% | Reduced |
| Americana Partners, LLC | 1,883 | $254.3K | 0.02% | +89+5.0% | Added |
| WESPAC Advisors, LLC | 1,888 | $255.0K | 0.19% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 1,899 | $256.0K | 0.18% | −549−22.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 1,898 | $256.3K | 0.01% | +137+7.8% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 1,866 | $256.5K | 0.14% | +340+22.3% | Added |
| International Private Wealth Advisors LLC | 1,908 | $257.6K | 0.38% | −62−3.1% | Reduced |
| Nilsine Partners, LLC | 1,920 | $259.3K | 0.03% | −246−11.4% | Reduced |
| Vanguard Capital Wealth Advisors | 1,920 | $259.3K | 0.27% | −2,584−57.4% | Reduced |
| Adviser Investments LLC | 1,923 | $259.7K | 0.00% | +2+0.1% | Added |
| Philadelphia Trust Co | 1,934 | $261.0K | 0.02% | 00.0% | Unchanged |
| Florida Financial Advisors, LLC | 1,934 | $261.2K | 0.13% | +511+35.9% | Added |
| TruWealth Advisors, LLC | 1,936 | $261.4K | 0.02% | −195−9.2% | Reduced |
| Catalina Capital Group, LLC | 1,936 | $261.4K | 0.09% | −279−12.6% | Reduced |
| Gries Financial LLC | 1,942 | $262.2K | 0.05% | −392−16.8% | Reduced |
| Newman Dignan & Sheerar, Inc. | 1,985 | $262.5K | 0.06% | +443+28.7% | Added |
| Ledyard National Bank | 1,944 | $262.5K | 0.02% | +209+12.0% | Added |
| Horizon Advisory Services, Inc. | 1,967 | $265.6K | 0.12% | −32−1.6% | Reduced |
| LongView Wealth Management | 1,968 | $265.7K | 0.08% | −30−1.5% | Reduced |
| Schrum Private Wealth Management LLC | 1,972 | $266.3K | 0.14% | +1,972 | New |
| MBB Public Markets I LLC | 1,980 | $267.4K | 0.02% | −49,665−96.2% | Reduced |
| Crawford Investment Counsel Inc | 1,989 | $268.6K | 0.00% | +99+5.2% | Added |
| Jarislowsky, Fraser Ltd | 1,992 | $269.0K | 0.00% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 1,992 | $269.0K | 0.02% | +546+37.8% | Added |
| Schechter Investment Advisors, LLC | 1,993 | $269.1K | 0.02% | +96+5.1% | Added |
| Dark Forest Capital Management LP | 1,993 | $269.1K | 0.03% | +1,993 | New |
| TCFG Wealth Management, LLC | 1,997 | $269.7K | 0.14% | +1,997 | New |
| Elyxium Wealth, LLC | 1,998 | $269.8K | 0.15% | +1,998 | New |
| Van Cleef Asset Management,Inc | 2,000 | $270.1K | 0.03% | 00.0% | Unchanged |
| Fractal Investments LLC | 2,000 | $270.1K | 0.05% | 00.0% | Unchanged |
| Spire Wealth Management | 2,001 | $270.2K | 0.01% | −149−6.9% | Reduced |
| Garda Capital Partners LP | 2,019 | $272.6K | 0.07% | +2,019 | New |
| Security National Bank | 2,023 | $273.2K | 0.04% | 00.0% | Unchanged |
| Marex Group plc | 2,024 | $273.3K | 0.01% | +689+51.6% | Added |
| Fukoku Mutual Life Insurance Co | 2,029 | $274.0K | 0.02% | 00.0% | Unchanged |
| Summit Financial, LLC | 2,069 | $279.3K | 0.01% | −42−2.0% | Reduced |
| Focus Financial Network, Inc. | 2,072 | $279.8K | 0.01% | +2+0.1% | Added |
| Aviance Capital Partners, LLC | 2,075 | $280.2K | 0.04% | −2−0.1% | Reduced |
| Mattern Wealth Management LLC | 2,083 | $281.3K | 0.06% | −21−1.0% | Reduced |
| Plato Investment Management Ltd | 2,088 | $281.7K | 0.02% | +298+16.6% | Added |
| Vestor Capital, LLC | 2,100 | $284.0K | 0.02% | +800+61.5% | Added |
| CWM Advisors, LLC | 2,104 | $284.1K | 0.03% | +407+24.0% | Added |
| Oxbow Advisors, LLC | 2,130 | $287.5K | 0.03% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 2,133 | $288.0K | 0.11% | −22−1.0% | Reduced |
| Greenland Capital Management LP | 2,142 | $289.2K | 0.05% | +2,142 | New |
| Fiducient Advisors LLC | 2,149 | $290.2K | 0.03% | +2,149 | New |
| Royal Fund Management, LLC | 2,152 | $291.1K | 0.02% | +2,152 | New |
| ABLE Financial Group, LLC | 2,165 | $292.3K | 0.09% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 2,167 | $292.6K | 0.02% | −27−1.2% | Reduced |
| Morse Asset Management, Inc | 2,168 | $292.7K | 0.06% | −5,880−73.1% | Reduced |
| L2 Asset Management, LLC | 2,174 | $293.6K | 0.08% | +2,174 | New |
| Hilltop Holdings Inc. | 2,179 | $294.2K | 0.02% | +171+8.5% | Added |
| Baker Ellis Asset Management LLC | 2,180 | $294.4K | 0.04% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 2,194 | $296.3K | 0.17% | −67−3.0% | Reduced |
| Haverford Trust Co | 2,195 | $296.4K | 0.00% | +53+2.5% | Added |
| Rehmann Capital Advisory Group | 2,202 | $297.4K | 0.02% | +112+5.4% | Added |
| LGT Group Foundation | 2,200 | $298.5K | 0.00% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 2,211 | $298.6K | 0.02% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,212 | $298.7K | 0.01% | +4+0.2% | Added |
| Armor Investment Advisors, LLC | 2,214 | $299.0K | 0.12% | −5−0.2% | Reduced |