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; 1,982 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 | 1,982 | $64.1B |
| Q1 2026 | 1,876 | $61.7B |
| Q4 2025 | 1,630 | $42.0B |
| Q3 2025 | 1,559 | $42.3B |
| Q2 2025 | 1,481 | $35.5B |
| Q1 2025 | 1,472 | $35.4B |
| Q4 2024 | 1,479 | $32.2B |
| Q3 2024 | 1,453 | $34.9B |
| Q2 2024 | 1,477 | $41.3B |
| Q1 2024 | 1,526 | $45.4B |
| Q4 2023 | 1,452 | $34.0B |
| Q3 2023 | 1,377 | $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 |
|---|---|---|---|---|---|
| Catalina Capital Group, LLC | 1,936 | $261.4K | 0.09% | −279−12.6% | Reduced |
| TruWealth Advisors, LLC | 1,936 | $261.4K | 0.02% | −195−9.2% | Reduced |
| Florida Financial Advisors, LLC | 1,934 | $261.2K | 0.13% | +511+35.9% | Added |
| Philadelphia Trust Co | 1,934 | $261.0K | 0.02% | 00.0% | Unchanged |
| Adviser Investments LLC | 1,923 | $259.7K | 0.00% | +2+0.1% | Added |
| Vanguard Capital Wealth Advisors | 1,920 | $259.3K | 0.27% | −2,584−57.4% | Reduced |
| Nilsine Partners, LLC | 1,920 | $259.3K | 0.03% | −246−11.4% | Reduced |
| International Private Wealth Advisors LLC | 1,908 | $257.6K | 0.38% | −62−3.1% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 1,866 | $256.5K | 0.14% | +340+22.3% | Added |
| Dorsey & Whitney Trust CO LLC | 1,898 | $256.3K | 0.01% | +137+7.8% | Added |
| OneAscent Financial Services LLC | 1,899 | $256.0K | 0.18% | −549−22.4% | Reduced |
| WESPAC Advisors, LLC | 1,888 | $255.0K | 0.19% | 00.0% | Unchanged |
| Americana Partners, LLC | 1,883 | $254.3K | 0.02% | +89+5.0% | Added |
| Capital Investment Advisory Services, LLC | 1,881 | $254.0K | 0.02% | −270−12.6% | 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 |
| Galvin, Gaustad & Stein, LLC | 1,875 | $253.2K | 0.02% | −5−0.3% | Reduced |
| GeoWealth Management, LLC | 1,869 | $252.4K | 0.01% | −27−1.4% | Reduced |
| Delta Financial Group, Inc. | 1,868 | $252.0K | 0.09% | +1,868 | New |
| Gladstone Institutional Advisory LLC | 1,859 | $251.1K | 0.01% | +395+27.0% | Added |
| Ferguson Wellman Capital Management, Inc | 1,850 | $249.8K | 0.00% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 1,846 | $249.3K | 0.05% | 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 |
| Claret Asset Management Corp | 1,840 | $248.0K | 0.04% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 1,834 | $247.6K | 0.08% | +82+4.7% | Added |
| Zhang Financial LLC | 1,826 | $246.6K | 0.02% | +173+10.5% | Added |
| RKL Wealth Management LLC | 1,815 | $245.1K | 0.02% | +1,815 | New |
| Pallas Capital Advisors LLC | 1,862 | $244.6K | 0.01% | −333−15.2% | Reduced |
| Apella Capital, LLC | 1,803 | $244.6K | 0.01% | −30−1.6% | Reduced |
| Enterprise Bank & Trust Co | 1,810 | $244.4K | 0.08% | 00.0% | Unchanged |
| Fairbanks Capital Management, Inc. | 1,807 | $244.0K | 0.15% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 1,806 | $243.9K | 0.03% | −31−1.7% | Reduced |
| Goepper Burkhardt LLC | 1,800 | $243.1K | 0.10% | 00.0% | Unchanged |
| Oak Asset Management, LLC | 1,799 | $242.9K | 0.09% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 1,779 | $240.3K | 0.00% | +26+1.5% | Added |
| Patten & Patten Inc | 1,774 | $239.6K | 0.02% | +21+1.2% | Added |
| Csenge Advisory Group | 1,681 | $239.3K | 0.01% | −2,674−61.4% | Reduced |
| Paragon Capital Management Ltd | 1,760 | $237.7K | 0.05% | +13+0.7% | Added |
| XML Financial, LLC | 1,760 | $237.7K | 0.02% | 00.0% | Unchanged |
| NDVR, Inc. | 1,746 | $237.4K | 0.24% | −30−1.7% | Reduced |
| Oxford Asset Management LLP | 1,755 | $237.0K | 0.20% | +1,755 | New |
| Lindbrook Capital, LLC | 1,754 | $236.8K | 0.02% | −61−3.4% | Reduced |
| Jackson Square Capital, LLC | 1,752 | $236.6K | 0.06% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 1,747 | $236.0K | 0.01% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 1,745 | $235.6K | 0.13% | −1−0.1% | Reduced |
| Lifeworks Advisors, LLC | 1,737 | $234.5K | 0.05% | +452+35.2% | Added |
| Fullerton Fund Management Co Ltd. | 1,736 | $234.4K | 0.01% | −1,531−46.9% | Reduced |
| Modera Wealth Management, LLC | 1,736 | $234.4K | 0.00% | −79−4.4% | Reduced |
| True North Advisors, LLC | 1,734 | $234.1K | 0.06% | −3,267−65.3% | Reduced |
| Colonial Trust Co | 1,731 | $233.7K | 0.04% | +930+116.1% | Added |
| Evergreen Wealth Solutions, LLC | 1,726 | $233.1K | 0.16% | −220−11.3% | Reduced |
| Criterion Capital Advisors, LLC | 1,478 | $231.7K | 0.15% | 00.0% | Unchanged |
| Avestar Capital, LLC | 1,715 | $231.6K | 0.03% | +9+0.5% | Added |
| New Century Financial Group, LLC | 1,708 | $230.6K | 0.08% | +81+5.0% | Added |
| United Community Bank | 1,698 | $229.3K | 0.09% | −593−25.9% | Reduced |
| LCM Capital Management Inc | 1,698 | $229.2K | 0.13% | −96−5.4% | Reduced |
| Venture Visionary Partners LLC | 1,696 | $229.0K | 0.01% | −3−0.2% | Reduced |
| 9258 Wealth Management, LLC | 1,694 | $228.8K | 0.03% | −8−0.5% | Reduced |
| Bullock Wealth Management Group | 1,655 | $227.5K | 0.14% | +80+5.1% | Added |
| Smith, Salley & Associates | 1,672 | $225.8K | 0.01% | −468−21.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,666 | $225.0K | 0.01% | +1,666 | New |
| Magnus Financial Group LLC | 1,663 | $224.5K | 0.02% | −89−5.1% | Reduced |
| Balanced Wealth Group LLC | 1,656 | $223.7K | 0.10% | +12+0.7% | Added |
| Trust Co of Toledo NA | 1,656 | $223.6K | 0.03% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 1,656 | $223.6K | 0.08% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 1,648 | $222.5K | 0.04% | +8+0.5% | Added |
| Univest Financial Corp | 1,643 | $222.0K | 0.01% | +1,643 | New |
| Everhart Financial Group, Inc. | 1,643 | $221.9K | 0.05% | +277+20.3% | Added |
| Trueblood Wealth Management, LLC | 1,641 | $221.6K | 0.11% | −107−6.1% | Reduced |
| Asset Allocation & Management Company, LLC | 1,634 | $221.0K | 0.14% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,635 | $220.8K | 0.01% | −113−6.5% | Reduced |
| Sym Financial Corp | 1,630 | $220.1K | 0.03% | −1,222−42.8% | Reduced |
| Legacy Advisors, LLC | 1,629 | $220.0K | 0.02% | +1,629 | New |
| Bartlett & Co. Wealth Management LLC | 1,628 | $219.8K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,621 | $218.9K | 0.01% | +21+1.3% | Added |
| Los Angeles Capital Management LLC | 1,610 | $217.4K | 0.00% | +69+4.5% | Added |
| Kozak & Associates, Inc. | 1,603 | $217.3K | 0.05% | +12+0.8% | Added |
| Bedel Financial Consulting, Inc. | 1,601 | $216.2K | 0.03% | +73+4.8% | Added |
| Thompson Siegel & Walmsley LLC | 1,600 | $216.0K | 0.00% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 1,596 | $215.5K | 0.01% | +1,596 | New |
| Hamilton Capital, LLC | 1,659 | $215.2K | 0.02% | +69+4.3% | Added |
| Lowe Brockenbrough & Co Inc | 1,592 | $215.0K | 0.01% | +64+4.2% | Added |
| Barnes Pettey Financial Advisors, LLC | 1,591 | $214.8K | 0.17% | 00.0% | Unchanged |
| Associated Banc-Corp | 1,585 | $214.0K | 0.01% | −13−0.8% | Reduced |
| SageView Advisory Group, LLC | 1,584 | $213.9K | 0.01% | −364−18.7% | Reduced |
| Pin Oak Investment Advisors Inc | 1,583 | $213.0K | 0.19% | −1−0.1% | Reduced |
| Rappaport Reiches Capital Management, LLC | 1,570 | $212.0K | 0.06% | −119−7.0% | Reduced |
| Peoples Bank | 1,560 | $210.6K | 0.14% | +1,560 | New |
| Peterson Wealth Services | 1,558 | $210.3K | 0.07% | +1,558 | New |
| Howard Bailey Securities, LLC | 1,554 | $209.9K | 0.08% | +1,554 | New |
| Skopos Labs, Inc. | 1,553 | $209.7K | 0.07% | +9+0.6% | Added |
| AMG National Trust Bank | 1,550 | $209.3K | 0.01% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 1,538 | $207.7K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,527 | $206.2K | 0.02% | +280+22.5% | Added |
| VeraBank, N.A. | 1,524 | $205.8K | 0.06% | 00.0% | Unchanged |
| Cullen Investment Group, Ltd. | 1,516 | $204.6K | 0.03% | 00.0% | Unchanged |
| City State Bank | 1,515 | $204.6K | 0.07% | 00.0% | Unchanged |
| Athena Investment Management | 1,515 | $204.6K | 0.12% | 00.0% | Unchanged |
| Gray Wealth Management Inc. | 1,513 | $204.4K | 0.08% | −40−2.6% | Reduced |