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, Q4 2024
Institutional positions in Valero Energy Corp as of Dec 31, 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
- 1,479
- +53 vs. Q3 2024
- Shares held
- 262.9M
- +4.55M (+1.8%) vs. Q3 2024
- Total value
- $32.2B
- −$2.52B (−7.3%) vs. Q3 2024
- New holders
- 193
- 497 more added
- Sold out
- 140
- 572 more reduced
27 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Valero Energy Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| HM Payson & Co | 3,746 | $459.2K | 0.01% | −4−0.1% | Reduced |
| First Horizon Advisors, Inc. | 3,740 | $458.5K | 0.01% | −87−2.3% | Reduced |
| CSS LLC | 3,740 | $458.5K | 0.03% | −1,860−33.2% | Reduced |
| Maridea Wealth Management LLC | 3,730 | $457.3K | 0.15% | +3,730 | New |
| Concord Asset Management, LLC | 3,721 | $456.2K | 0.10% | +791+27.0% | Added |
| Petra Financial Advisors Inc | 3,720 | $456.0K | 0.31% | −10−0.3% | Reduced |
| Canal Capital Management, LLC | 3,717 | $455.6K | 0.07% | −2,586−41.0% | Reduced |
| Citizens Financial Group Inc | 3,716 | $455.5K | 0.01% | +522+16.3% | Added |
| Brave Asset Management Inc | 3,705 | $454.2K | 0.14% | 00.0% | Unchanged |
| Wela Strategies, Inc. | 10,085 | $452.7K | 0.28% | +10,085 | New |
| Claro Advisors LLC | 3,670 | $449.9K | 0.06% | −1,596−30.3% | Reduced |
| Martingale Asset Management L P | 3,668 | $449.7K | 0.01% | −22,642−86.1% | Reduced |
| Waterloo Capital, L.P. | 3,660 | $448.7K | 0.05% | +286+8.5% | Added |
| Traynor Capital Management, Inc. | 3,617 | $443.4K | 0.03% | −746−17.1% | Reduced |
| Montecito Bank & Trust | 3,617 | $443.4K | 0.08% | −195−5.1% | Reduced |
| Cooper Financial Group | 3,587 | $439.7K | 0.05% | +171+5.0% | Added |
| EWG Elevate Inc. | 3,572 | $437.9K | 0.13% | +3,572 | New |
| Mather Group, LLC. | 3,515 | $430.9K | 0.01% | −1,033−22.7% | Reduced |
| Keudell/Morrison Wealth Management | 3,514 | $430.8K | 0.11% | +49+1.4% | Added |
| Beta Wealth Group, Inc. | 3,507 | $430.0K | 0.19% | +103+3.0% | Added |
| Lingohr & Partner Asset Management GmbH | 3,596 | $427.0K | 0.89% | −1,315−26.8% | Reduced |
| Appleton Partners Inc | 3,479 | $426.0K | 0.03% | −205−5.6% | Reduced |
| Farther Finance Advisors, LLC | 3,473 | $425.8K | 0.02% | −6−0.2% | Reduced |
| Cladis Investment Advisory, LLC | 3,450 | $422.9K | 0.30% | 00.0% | Unchanged |
| Oppenheimer & Close, LLC | 3,442 | $422.0K | 0.35% | +3,442 | New |
| Goldstone Financial Group, LLC | 3,439 | $421.6K | 0.07% | +36+1.1% | Added |
| Heritage Investors Management Corp | 3,430 | $420.0K | 0.01% | +33+1.0% | Added |
| Means Investment Co., Inc. | 3,421 | $419.4K | 0.04% | +6+0.2% | Added |
| Cullinan Associates Inc | 3,420 | $419.3K | 0.03% | −200−5.5% | Reduced |
| HBK Sorce Advisory LLC | 3,415 | $418.7K | 0.01% | +624+22.4% | Added |
| NorthRock Partners, LLC | 3,414 | $418.5K | 0.01% | −1,920−36.0% | Reduced |
| WealthTrust Axiom LLC | 3,409 | $418.0K | 0.12% | −28−0.8% | Reduced |
| North Forty Two & Co. | 3,375 | $413.7K | 0.48% | +3,375 | New |
| Embree Financial Group | 3,363 | $412.3K | 0.07% | −126−3.6% | Reduced |
| Daner Wealth Management, LLC | 3,030 | $410.3K | 0.30% | +3,030 | New |
| Forza Wealth Management, LLC | 3,346 | $410.2K | 0.19% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 3,338 | $409.2K | 0.10% | 00.0% | Unchanged |
| Essex Savings Bank | 3,316 | $406.5K | 0.10% | +15+0.5% | Added |
| Lake Hills Wealth Management, LLC | 3,294 | $403.8K | 0.28% | +995+43.3% | Added |
| Vaughan & Co Securities, Inc. | 3,280 | $402.1K | 0.24% | −17−0.5% | Reduced |
| Cigna Investments Inc | 3,271 | $401.0K | 0.07% | −50−1.5% | Reduced |
| Trustmark National Bank Trust Department | 3,269 | $400.7K | 0.03% | −6,071−65.0% | Reduced |
| Castleark Management LLC | 3,230 | $396.0K | 0.01% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 3,228 | $395.7K | 0.21% | −87−2.6% | Reduced |
| Private Trust Co NA | 3,225 | $395.4K | 0.04% | −205−6.0% | Reduced |
| Auxano Advisors, LLC | 3,222 | $395.0K | 0.10% | −71−2.2% | Reduced |
| Vicus Capital | 3,204 | $392.7K | 0.03% | −239−6.9% | Reduced |
| Phoenix Wealth Advisors | 3,200 | $392.3K | 0.17% | −18−0.6% | Reduced |
| Sather Financial Group Inc | 3,194 | $391.6K | 0.02% | 00.0% | Unchanged |
| Sunpointe, LLC | 3,187 | $390.7K | 0.20% | −12−0.4% | Reduced |
| Stokes Family Office, LLC | 3,174 | $389.1K | 0.04% | +3,174 | New |
| Palumbo Wealth Management LLC | 3,174 | $389.1K | 0.15% | +3,174 | New |
| Lifeworks Advisors, LLC | 3,171 | $388.8K | 0.07% | +1,434+82.6% | Added |
| Guinness Atkinson Asset Management Inc | 3,149 | $386.0K | 0.20% | −8−0.3% | Reduced |
| Turning Point Benefit Group, Inc. | 2,893 | $385.8K | 0.37% | +2,893 | New |
| KC Investment Advisors, LLC | 3,138 | $384.7K | 0.15% | −248−7.3% | Reduced |
| Optimum Investment Advisors | 3,125 | $383.1K | 0.17% | −250−7.4% | Reduced |
| Independence Bank of Kentucky | 3,119 | $382.4K | 0.06% | −124−3.8% | Reduced |
| Lee Danner & Bass Inc | 3,118 | $382.2K | 0.03% | 00.0% | Unchanged |
| Element Wealth, LLC | 3,084 | $378.1K | 0.20% | +24+0.8% | Added |
| Ameritas Advisory Services, LLC | 3,082 | $377.8K | 0.01% | −40−1.3% | Reduced |
| Sovereign Financial Group, Inc. | 3,049 | $373.8K | 0.09% | −99−3.1% | Reduced |
| Fiduciary Alliance LLC | 3,044 | $373.2K | 0.04% | +376+14.1% | Added |
| Azimuth Capital Investment Management LLC | 3,030 | $371.4K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,029 | $371.4K | 0.01% | −10.0% | Reduced |
| Centennial Wealth Advisory LLC | 3,010 | $369.1K | 0.14% | +624+26.2% | Added |
| Lakeview Capital Partners, LLC | 3,007 | $368.7K | 0.08% | −389−11.5% | Reduced |
| Plato Investment Management Ltd | 2,993 | $368.2K | 0.03% | +905+43.3% | Added |
| Magnolia Capital Management Ltd | 3,000 | $368.0K | 0.29% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 2,894 | $367.9K | 0.07% | +102+3.7% | Added |
| ARS Wealth Advisors Group, LLC | 3,000 | $367.8K | 0.05% | −285−8.7% | Reduced |
| Mustard Seed Financial, LLC | 2,995 | $367.2K | 0.30% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 2,994 | $367.0K | 0.03% | +176+6.2% | Added |
| OneAscent Financial Services LLC | 2,997 | $367.0K | 0.03% | +1,098+57.8% | Added |
| Exencial Wealth Advisors, LLC | 2,978 | $365.1K | 0.01% | −40−1.3% | Reduced |
| Machina Capital S.A.S. | 2,971 | $364.2K | 0.15% | +754+34.0% | Added |
| Brevan Howard Capital Management LP | 2,964 | $363.4K | 0.01% | −21,614−87.9% | Reduced |
| First Financial Bankshares Inc | 2,947 | $361.3K | 0.01% | −3,783−56.2% | Reduced |
| Potentia Wealth | 2,945 | $361.0K | 0.16% | +2,945 | New |
| BankPlus Wealth Management LLC | 2,945 | $361.0K | 0.27% | +2,945 | New |
| Signaturefd, LLC | 2,944 | $360.9K | 0.01% | −380−11.4% | Reduced |
| True North Advisors, LLC | 2,944 | $360.9K | 0.09% | +1,210+69.8% | Added |
| SignalPoint Asset Management, LLC | 2,937 | $360.0K | 0.09% | +10.0% | Added |
| Stock Yards Bank & Trust Co | 2,930 | $359.2K | 0.01% | −64−2.1% | Reduced |
| Silvia McColl Wealth Management, LLC | 2,930 | $359.2K | 0.27% | 00.0% | Unchanged |
| Capital Analysts, LLC | 2,903 | $356.0K | 0.01% | −24−0.8% | Reduced |
| WSFS Capital Management, LLC | 2,900 | $355.5K | 0.02% | −1,025−26.1% | Reduced |
| AlphaStar Capital Management, LLC | 2,881 | $353.2K | 0.04% | −393−12.0% | Reduced |
| TCG Advisory Services, LLC | 2,861 | $350.8K | 0.01% | −2,256−44.1% | Reduced |
| Tranquility Partners, LLC | 2,854 | $349.9K | 0.13% | +12+0.4% | Added |
| Perpetual Ltd | 2,853 | $349.7K | 0.00% | −4,626−61.9% | Reduced |
| Axxcess Wealth Management, LLC | 2,850 | $349.4K | 0.01% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 2,838 | $347.9K | 0.01% | −759−21.1% | Reduced |
| Harbour Investments, Inc. | 2,834 | $347.4K | 0.01% | −171−5.7% | Reduced |
| Simplicity Wealth,LLC | 2,834 | $347.4K | 0.07% | +227+8.7% | Added |
| City National Bank of Florida | 2,834 | $347.4K | 0.32% | +2,834 | New |
| Total Wealth Planning & Management, Inc. | 2,822 | $345.9K | 0.34% | +2,822 | New |
| Consolidated Planning Corp | 2,818 | $345.5K | 0.05% | −2,208−43.9% | Reduced |
| Farmers Trust Co | 2,783 | $341.2K | 0.06% | −50−1.8% | Reduced |
| City Center Advisors, LLC | 2,771 | $339.8K | 0.38% | −53−1.9% | Reduced |