# VALERO ENERGY CORP (VLO)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/VLO/

- Reporting holders: 106
- Reported value: $334.3M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Artemis Investment Management LLP](https://holderbook.com/funds/1535385-artemis-investment-management-llp/) | $55.3M | 142,653 | 0.5% | 5 |
| [Adams Asset Advisors, LLC](https://holderbook.com/funds/1386929-adams-asset-advisors-llc/) | $24.2M | 62,424 | 2.5% | 32 |
| [KWMG, LLC](https://holderbook.com/funds/1633024-kwmg-llc/) | $23.7M | 61,147 | 1.7% | 32 |
| [AMERICAN NATIONAL BANK & TRUST](https://holderbook.com/funds/1272164-american-national-bank-trust/) | $19.4M | 50,104 | 1.8% | 32 |
| [Sound Income Strategies, LLC](https://holderbook.com/funds/1730960-sound-income-strategies-llc/) | $16.3M | 36,781 | 0.7% | 32 |
| [S.E.E.D. Planning Group LLC](https://holderbook.com/funds/1765515-s-e-e-d-planning-group-llc/) | $14.3M | 36,862 | 3.5% | 28 |
| [SAPIENT CAPITAL LLC](https://holderbook.com/funds/1998653-sapient-capital-llc/) | $14.2M | 36,511 | 0.2% | 12 |
| [TILIA FIDUCIARY PARTNERS, INC.](https://holderbook.com/funds/1910210-tilia-fiduciary-partners-inc/) | $14.0M | 36,096 | 3.2% | 9 |
| [CENTRAL BANK & TRUST CO](https://holderbook.com/funds/1175954-central-bank-trust-co/) | $11.8M | 30,554 | 1.7% | 32 |
| [CHAPIN DAVIS, INC.](https://holderbook.com/funds/872098-chapin-davis-inc/) | $11.2M | 29,012 | 2.2% | 5 |
| [Douglas Lane & Associates, LLC](https://holderbook.com/funds/1672594-douglas-lane-associates-llc/) | $10.8M | 27,957 | 0.1% | 32 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $10.5M | 27,021 | 0.3% | 32 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $6.6M | 17,043 | 0.0% | 16 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $6.0M | 15,464 | 0.2% | 12 |
| [Bank & Trust Co](https://holderbook.com/funds/2026082-bank-trust-co/) | $5.5M | 14,202 | 3.5% | 10 |
| [Decker Wealth Management LLC](https://holderbook.com/funds/2129751-decker-wealth-management-llc/) | $5.2M | 13,350 | 1.1% | 1 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $5.1M | 11,395 | 0.1% | 18 |
| [Monument Capital Management](https://holderbook.com/funds/1729428-monument-capital-management/) | $5.0M | 12,800 | 1.0% | 16 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $4.0M | 10,278 | 0.1% | 25 |
| [Coastline Trust Co](https://holderbook.com/funds/1324279-coastline-trust-co/) | $3.3M | 8,486 | 0.3% | 32 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $3.2M | 8,304 | 0.1% | 13 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $3.0M | 7,087 | 0.0% | 15 |
| [Greenfield Savings Bank](https://holderbook.com/funds/1940406-greenfield-savings-bank/) | $2.9M | 7,356 | 1.1% | 18 |
| [ABLES, IANNONE, MOORE & ASSOCIATES, INC.](https://holderbook.com/funds/2013713-ables-iannone-moore-associates-inc/) | $2.6M | 6,604 | 1.3% | 12 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $2.5M | 6,423 | 0.1% | 11 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 106 | $334.3M |
| Q2 2026 | 1,986 | $73.1B |
| Q1 2026 | 1,875 | $65.8B |
| Q4 2025 | 1,633 | $43.9B |
| Q3 2025 | 1,575 | $45.3B |
| Q2 2025 | 1,498 | $37.5B |
| Q1 2025 | 1,487 | $36.7B |
| Q4 2024 | 1,480 | $34.2B |
| Q3 2024 | 1,460 | $37.8B |
| Q2 2024 | 1,491 | $44.6B |
| Q1 2024 | 1,539 | $52.0B |
| Q4 2023 | 1,459 | $37.4B |