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 | 1,877 | $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, 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 |
|---|---|---|---|---|---|
| Ameritas Advisory Services, LLC | 3,122 | $421.6K | 0.02% | +24+0.8% | Added |
| Frank, Rimerman Advisors LLC | 3,125 | $422.0K | 0.03% | −231−6.9% | Reduced |
| Sovereign Financial Group, Inc. | 3,148 | $425.1K | 0.10% | −6−0.2% | Reduced |
| Guinness Atkinson Asset Management Inc | 3,157 | $426.3K | 0.21% | −164−4.9% | Reduced |
| Red Door Wealth Management, LLC | 3,194 | $431.3K | 0.07% | 00.0% | Unchanged |
| Sather Financial Group Inc | 3,194 | $431.3K | 0.03% | +3,194 | New |
| Citizens Financial Group Inc | 3,194 | $431.3K | 0.01% | +488+18.0% | Added |
| Sunpointe, LLC | 3,199 | $431.9K | 0.36% | −238−6.9% | Reduced |
| Denali Advisors LLC | 3,200 | $432.1K | 0.05% | +3,200 | New |
| Counterpoint Mutual Funds LLC | 3,217 | $434.4K | 0.08% | +3,217 | New |
| Phoenix Wealth Advisors | 3,218 | $434.5K | 0.20% | −350−9.8% | Reduced |
| SevenBridge Financial Group, LLC | 3,158 | $435.9K | 0.08% | +3,158 | New |
| Castleark Management LLC | 3,230 | $436.1K | 0.02% | −41,930−92.8% | Reduced |
| Essex Financial Services, Inc. | 3,214 | $436.2K | 0.03% | −387−10.7% | Reduced |
| Seaport Global Advisors, LLC | 3,232 | $436.4K | 1.38% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 3,235 | $436.8K | 0.19% | +3,209+12,342.3% | Added |
| Keebeck Alpha, LP | 3,236 | $437.0K | 0.28% | +3,236 | New |
| Independence Bank of Kentucky | 3,243 | $437.9K | 0.09% | +210+6.9% | Added |
| Concord Wealth Partners | 3,258 | $439.9K | 0.07% | +71+2.2% | Added |
| AlphaStar Capital Management, LLC | 3,274 | $442.1K | 0.04% | −260−7.4% | Reduced |
| American Alpha Advisors, LLC | 3,279 | $442.8K | 0.42% | +3,279 | New |
| ARS Wealth Advisors Group, LLC | 3,285 | $443.6K | 0.05% | +285+9.5% | Added |
| Auxano Advisors, LLC | 3,293 | $444.7K | 0.12% | +72+2.2% | Added |
| Valeo Financial Advisors, LLC | 3,297 | $445.2K | 0.01% | −505−13.3% | Reduced |
| Vaughan & Co Securities, Inc. | 3,297 | $445.2K | 0.26% | −27−0.8% | Reduced |
| Essex Savings Bank | 3,301 | $445.7K | 0.11% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 3,305 | $446.3K | 0.09% | +498+17.7% | Added |
| Custom Index Systems, LLC | 3,315 | $447.6K | 0.24% | +1,833+123.7% | Added |
| Signaturefd, LLC | 3,324 | $448.8K | 0.01% | −922−21.7% | Reduced |
| Cigna Investments Inc | 3,321 | $449.0K | 0.08% | −122−3.5% | Reduced |
| Compass Wealth Management LLC | 3,338 | $450.7K | 0.11% | +1,000+42.8% | Added |
| Forza Wealth Management, LLC | 3,346 | $451.8K | 0.21% | −10.0% | Reduced |
| Wealth Management Associates, Inc. | 3,348 | $452.0K | 0.20% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 3,374 | $455.6K | 0.05% | −126−3.6% | Reduced |
| Optimum Investment Advisors | 3,375 | $455.7K | 0.20% | −999−22.8% | Reduced |
| KC Investment Advisors, LLC | 3,386 | $457.2K | 0.19% | +491+17.0% | Added |
| Lakeview Capital Partners, LLC | 3,396 | $458.6K | 0.07% | +76+2.3% | Added |
| Heritage Investors Management Corp | 3,397 | $459.0K | 0.02% | 00.0% | Unchanged |
| Goldstone Financial Group, LLC | 3,403 | $459.6K | 0.08% | 00.0% | Unchanged |
| Beta Wealth Group, Inc. | 3,404 | $459.6K | 0.21% | +1,603+89.0% | Added |
| Means Investment Co., Inc. | 3,415 | $461.1K | 0.05% | +178+5.5% | Added |
| Cooper Financial Group | 3,416 | $461.2K | 0.06% | +425+14.2% | Added |
| Oversea-Chinese Banking CORP Ltd | 3,402 | $461.8K | 0.01% | −4,062−54.4% | Reduced |
| Buckingham Strategic Partners | 3,428 | $462.9K | 0.01% | +55+1.6% | Added |
| Private Trust Co NA | 3,430 | $463.2K | 0.05% | +204+6.3% | Added |
| WealthTrust Axiom LLC | 3,437 | $464.1K | 0.14% | −109−3.1% | Reduced |
| Fox Run Management, L.L.C. | 3,441 | $464.6K | 0.10% | +3,441 | New |
| Vicus Capital | 3,443 | $464.9K | 0.04% | −281−7.5% | Reduced |
| Cladis Investment Advisory, LLC | 3,450 | $465.9K | 0.32% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 3,465 | $467.9K | 0.13% | +11+0.3% | Added |
| Farther Finance Advisors, LLC | 3,479 | $469.8K | 0.02% | +61+1.8% | Added |
| Embree Financial Group | 3,489 | $471.1K | 0.08% | +26+0.8% | Added |
| One Wealth Advisors, LLC | 3,522 | $475.6K | 0.07% | +252+7.7% | Added |
| Emerald Advisors, LLC | 3,485 | $477.6K | 0.07% | +359+11.5% | Added |
| Summit Trail Advisors, LLC | 3,597 | $485.8K | 0.01% | +302+9.2% | Added |
| Intrepid Financial Planning Group LLC | 3,599 | $486.0K | 0.21% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 3,626 | $489.6K | 0.01% | +185+5.4% | Added |
| Cullinan Associates Inc | 3,620 | $490.7K | 0.03% | −1,200−24.9% | Reduced |
| Mma Asset Management LLC | 3,558 | $490.8K | 0.13% | +3,558 | New |
| Chicago Partners Investment Group LLC | 3,720 | $494.4K | 0.02% | +44+1.2% | Added |
| Appleton Partners Inc | 3,684 | $497.0K | 0.04% | −90−2.4% | Reduced |
| Brave Asset Management Inc | 3,705 | $500.3K | 0.12% | 00.0% | Unchanged |
| Petra Financial Advisors Inc | 3,730 | $503.7K | 0.33% | −259−6.5% | Reduced |
| HM Payson & Co | 3,750 | $506.4K | 0.01% | −3−0.1% | Reduced |
| Parkside Financial Bank & Trust | 3,778 | $510.1K | 0.07% | −25−0.7% | Reduced |
| Jackson Hole Capital Partners, LLC | 3,790 | $511.8K | 0.11% | 00.0% | Unchanged |
| Financial Counselors Inc | 3,790 | $511.8K | 0.01% | +269+7.6% | Added |
| Montecito Bank & Trust | 3,812 | $514.7K | 0.09% | −25−0.7% | Reduced |
| First Horizon Advisors, Inc. | 3,827 | $516.8K | 0.01% | +61+1.6% | Added |
| First National Corp | 3,828 | $516.9K | 0.11% | −864−18.4% | Reduced |
| Ausdal Financial Partners, Inc. | 3,829 | $517.0K | 0.05% | +368+10.6% | Added |
| Goelzer Investment Management, Inc. | 3,849 | $519.7K | 0.03% | −1,500−28.0% | Reduced |
| Warren Averett Asset Management, LLC | 3,859 | $521.0K | 0.01% | −23−0.6% | Reduced |
| Kathmere Capital Management, LLC | 3,879 | $523.8K | 0.05% | +464+13.6% | Added |
| Tectonic Advisors LLC | 3,890 | $525.3K | 0.03% | −753−16.2% | Reduced |
| Parallel Advisors, LLC | 3,890 | $525.3K | 0.01% | +104+2.7% | Added |
| Carnegie Capital Asset Management, LLC | 3,900 | $526.6K | 0.02% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 3,900 | $526.6K | 0.26% | −163−4.0% | Reduced |
| WSFS Capital Management, LLC | 3,925 | $530.0K | 0.03% | +22+0.6% | Added |
| Western Wealth Management, LLC | 3,935 | $531.4K | 0.03% | −140−3.4% | Reduced |
| Proffitt & Goodson Inc | 3,970 | $536.1K | 0.09% | −43−1.1% | Reduced |
| Bill Few Associates, Inc. | 3,984 | $538.0K | 0.19% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 3,989 | $538.7K | 0.01% | −53−1.3% | Reduced |
| Mullaney, Keating & Wright, Inc. | 4,000 | $540.1K | 0.37% | 00.0% | Unchanged |
| Ruggaard & Associates LLC | 4,013 | $541.9K | 0.24% | 00.0% | Unchanged |
| Norden Group LLC | 4,028 | $543.9K | 0.06% | +896+28.6% | Added |
| DMG Group, LLC | 4,028 | $543.9K | 0.44% | +4,028 | New |
| Collective Family Office LLC | 4,037 | $545.1K | 0.15% | −41−1.0% | Reduced |
| Journey Strategic Wealth LLC | 4,057 | $547.8K | 0.02% | +4,057 | New |
| Garrett Wealth Advisory Group, LLC | 4,084 | $551.5K | 0.14% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 4,337 | $556.1K | 0.03% | +500+13.0% | Added |
| PBMares Wealth Management LLC | 4,122 | $556.6K | 0.12% | −70−1.7% | Reduced |
| NBC Securities, Inc. | 4,129 | $557.0K | 0.05% | +16+0.4% | Added |
| Northstar Advisory Group, LLC | 4,157 | $561.3K | 0.29% | −9−0.2% | Reduced |
| Elevated Capital Advisors, LLC | 4,177 | $564.0K | 0.15% | −25−0.6% | Reduced |
| Cornerstone Wealth Management, LLC | 4,192 | $566.0K | 0.04% | +63+1.5% | Added |
| Symphony Financial, Ltd. Co. | 4,168 | $566.8K | 0.09% | +51+1.2% | Added |
| Prelude Capital Management, LLC | 4,217 | $569.4K | 0.04% | +4,217 | New |
| Loudon Investment Management, LLC | 4,219 | $569.7K | 0.31% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 4,233 | $571.6K | 0.05% | +159+3.9% | Added |