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
- 1,453
- −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 |
|---|---|---|---|---|---|
| Emerald Advisors, LLC | 3,485 | $477.6K | 0.07% | +359+11.5% | Added |
| One Wealth Advisors, LLC | 3,522 | $475.6K | 0.07% | +252+7.7% | Added |
| Embree Financial Group | 3,489 | $471.1K | 0.08% | +26+0.8% | Added |
| Farther Finance Advisors, LLC | 3,479 | $469.8K | 0.02% | +61+1.8% | Added |
| Keudell/Morrison Wealth Management | 3,465 | $467.9K | 0.13% | +11+0.3% | Added |
| Cladis Investment Advisory, LLC | 3,450 | $465.9K | 0.32% | 00.0% | Unchanged |
| Vicus Capital | 3,443 | $464.9K | 0.04% | −281−7.5% | Reduced |
| Fox Run Management, L.L.C. | 3,441 | $464.6K | 0.10% | +3,441 | New |
| WealthTrust Axiom LLC | 3,437 | $464.1K | 0.14% | −109−3.1% | Reduced |
| Private Trust Co NA | 3,430 | $463.2K | 0.05% | +204+6.3% | Added |
| Buckingham Strategic Partners | 3,428 | $462.9K | 0.01% | +55+1.6% | Added |
| Oversea-Chinese Banking CORP Ltd | 3,402 | $461.8K | 0.01% | −4,062−54.4% | Reduced |
| Cooper Financial Group | 3,416 | $461.2K | 0.06% | +425+14.2% | Added |
| Means Investment Co., Inc. | 3,415 | $461.1K | 0.05% | +178+5.5% | Added |
| Beta Wealth Group, Inc. | 3,404 | $459.6K | 0.21% | +1,603+89.0% | Added |
| Goldstone Financial Group, LLC | 3,403 | $459.6K | 0.08% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 3,397 | $459.0K | 0.02% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 3,396 | $458.6K | 0.07% | +76+2.3% | Added |
| KC Investment Advisors, LLC | 3,386 | $457.2K | 0.19% | +491+17.0% | Added |
| Optimum Investment Advisors | 3,375 | $455.7K | 0.20% | −999−22.8% | Reduced |
| Waterloo Capital, L.P. | 3,374 | $455.6K | 0.05% | −126−3.6% | Reduced |
| Wealth Management Associates, Inc. | 3,348 | $452.0K | 0.20% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 3,346 | $451.8K | 0.21% | −10.0% | Reduced |
| Compass Wealth Management LLC | 3,338 | $450.7K | 0.11% | +1,000+42.8% | Added |
| Cigna Investments Inc | 3,321 | $449.0K | 0.08% | −122−3.5% | Reduced |
| Signaturefd, LLC | 3,324 | $448.8K | 0.01% | −922−21.7% | Reduced |
| Custom Index Systems, LLC | 3,315 | $447.6K | 0.24% | +1,833+123.7% | Added |
| AdvisorShares Investments LLC | 3,305 | $446.3K | 0.09% | +498+17.7% | Added |
| Essex Savings Bank | 3,301 | $445.7K | 0.11% | 00.0% | Unchanged |
| Vaughan & Co Securities, Inc. | 3,297 | $445.2K | 0.26% | −27−0.8% | Reduced |
| Valeo Financial Advisors, LLC | 3,297 | $445.2K | 0.01% | −505−13.3% | Reduced |
| Auxano Advisors, LLC | 3,293 | $444.7K | 0.12% | +72+2.2% | Added |
| ARS Wealth Advisors Group, LLC | 3,285 | $443.6K | 0.05% | +285+9.5% | Added |
| American Alpha Advisors, LLC | 3,279 | $442.8K | 0.42% | +3,279 | New |
| AlphaStar Capital Management, LLC | 3,274 | $442.1K | 0.04% | −260−7.4% | Reduced |
| Concord Wealth Partners | 3,258 | $439.9K | 0.07% | +71+2.2% | Added |
| Independence Bank of Kentucky | 3,243 | $437.9K | 0.09% | +210+6.9% | Added |
| Keebeck Alpha, LP | 3,236 | $437.0K | 0.28% | +3,236 | New |
| Unique Wealth Strategies, LLC | 3,235 | $436.8K | 0.19% | +3,209+12,342.3% | Added |
| Seaport Global Advisors, LLC | 3,232 | $436.4K | 1.38% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 3,214 | $436.2K | 0.03% | −387−10.7% | Reduced |
| Castleark Management LLC | 3,230 | $436.1K | 0.02% | −41,930−92.8% | Reduced |
| SevenBridge Financial Group, LLC | 3,158 | $435.9K | 0.08% | +3,158 | New |
| Phoenix Wealth Advisors | 3,218 | $434.5K | 0.20% | −350−9.8% | Reduced |
| Counterpoint Mutual Funds LLC | 3,217 | $434.4K | 0.08% | +3,217 | New |
| Denali Advisors LLC | 3,200 | $432.1K | 0.05% | +3,200 | New |
| Sunpointe, LLC | 3,199 | $431.9K | 0.36% | −238−6.9% | Reduced |
| Citizens Financial Group Inc | 3,194 | $431.3K | 0.01% | +488+18.0% | Added |
| 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 |
| Guinness Atkinson Asset Management Inc | 3,157 | $426.3K | 0.21% | −164−4.9% | Reduced |
| Sovereign Financial Group, Inc. | 3,148 | $425.1K | 0.10% | −6−0.2% | Reduced |
| Frank, Rimerman Advisors LLC | 3,125 | $422.0K | 0.03% | −231−6.9% | Reduced |
| Ameritas Advisory Services, LLC | 3,122 | $421.6K | 0.02% | +24+0.8% | Added |
| Lee Danner & Bass Inc | 3,118 | $421.0K | 0.03% | +155+5.2% | Added |
| Ronald Blue Trust, Inc. | 2,643 | $414.3K | 0.01% | +1,507+132.7% | Added |
| Walleye Capital LLC | 3,062 | $413.5K | 0.00% | −30,022−90.7% | Reduced |
| Element Wealth, LLC | 3,060 | $413.1K | 0.22% | +12+0.4% | Added |
| Vise Technologies, Inc. | 3,042 | $410.7K | 0.05% | −1,568−34.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,030 | $409.3K | 0.02% | +1,029+51.4% | Added |
| Azimuth Capital Investment Management LLC | 3,030 | $409.1K | 0.02% | −50−1.6% | Reduced |
| Exencial Wealth Advisors, LLC | 3,018 | $407.5K | 0.01% | +17+0.6% | Added |
| Nikko Asset Management Americas, Inc. | 3,015 | $407.1K | 0.00% | −293−8.9% | Reduced |
| WealthBridge Capital Management, LLC | 3,007 | $406.0K | 0.12% | −15−0.5% | Reduced |
| Harbour Investments, Inc. | 3,005 | $405.8K | 0.01% | +6+0.2% | Added |
| Wellington Shields Capital Management, LLC | 3,000 | $405.1K | 0.07% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 3,000 | $405.0K | 0.32% | 00.0% | Unchanged |
| Mustard Seed Financial, LLC | 2,995 | $404.4K | 0.34% | −21−0.7% | Reduced |
| Stock Yards Bank & Trust Co | 2,994 | $404.3K | 0.01% | −238−7.4% | Reduced |
| Perigon Wealth Management, LLC | 2,959 | $399.5K | 0.01% | +21+0.7% | Added |
| SignalPoint Asset Management, LLC | 2,936 | $399.2K | 0.09% | +10.0% | Added |
| Concord Asset Management, LLC | 2,930 | $395.7K | 0.09% | +157+5.7% | Added |
| Silvia McColl Wealth Management, LLC | 2,930 | $395.6K | 0.30% | 00.0% | Unchanged |
| Capital Analysts, LLC | 2,927 | $395.0K | 0.02% | +1,794+158.3% | Added |
| Burke & Herbert Bank & Trust Co | 2,866 | $387.0K | 0.09% | 00.0% | Unchanged |
| Sharp Financial Services, LLC | 2,862 | $386.5K | 0.30% | +100+3.6% | Added |
| Centaurus Financial, Inc. | 2,848 | $385.0K | 0.02% | −720−20.2% | Reduced |
| Axxcess Wealth Management, LLC | 2,850 | $384.8K | 0.01% | −6,085−68.1% | Reduced |
| Tranquility Partners, LLC | 2,842 | $383.8K | 0.14% | −528−15.7% | Reduced |
| Winton Group Ltd | 2,840 | $383.5K | 0.03% | +2,840 | New |
| Farmers Trust Co | 2,833 | $382.5K | 0.07% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 2,825 | $381.5K | 0.03% | +21+0.7% | Added |
| City Center Advisors, LLC | 2,824 | $381.4K | 0.42% | −1,124−28.5% | Reduced |
| Ethic Inc. | 2,232 | $381.0K | 0.01% | −974−30.4% | Reduced |
| Founders Financial Securities LLC | 2,818 | $380.5K | 0.04% | +80+2.9% | Added |
| Strait & Sound Wealth Management LLC | 2,810 | $379.4K | 0.18% | +1,074+61.9% | Added |
| Oxford Financial Group Ltd | 2,801 | $378.2K | 0.02% | −273−8.9% | Reduced |
| Monument Capital Management | 2,795 | $377.4K | 0.10% | +74+2.7% | Added |
| HBK Sorce Advisory LLC | 2,791 | $376.9K | 0.01% | −76−2.7% | Reduced |
| Accurate Wealth Management, LLC | 2,792 | $376.0K | 0.08% | −251−8.2% | Reduced |
| Accel Wealth Management | 2,776 | $374.8K | 0.14% | +31+1.1% | Added |
| First Hawaiian Bank | 2,773 | $374.4K | 0.01% | +1,433+106.9% | Added |
| Old North State Trust, LLC | 2,765 | $373.0K | 0.30% | 00.0% | Unchanged |
| Cynosure Management, LLC | 2,741 | $370.1K | 0.05% | +232+9.2% | Added |
| Lake Street Advisors Group, LLC | 2,729 | $368.5K | 0.02% | +24+0.9% | Added |
| TBH Global Asset Management, LLC | 2,705 | $365.3K | 0.08% | −40−1.5% | Reduced |
| Peregrine Asset Advisers, Inc. | 2,700 | $364.6K | 0.13% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 2,676 | $361.3K | 0.09% | +93+3.6% | Added |
| Fiduciary Alliance LLC | 2,668 | $360.3K | 0.05% | +10.0% | Added |
| Gables Capital Management Inc. | 2,665 | $359.9K | 0.18% | 00.0% | Unchanged |