VALERO ENERGY CORP (VLO)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
106
Reporting holders
$334.3M
Reported value
0.0%
Calls
0.0%
Puts
-1,880
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Artemis Investment Management LLP | $55.3M | 142,653 | 0.48% | 5q | +3.3%+$1.8M |
| Adams Asset Advisors, LLC | $24.2M | 62,424 | 2.46% | 32q | -3.0%-$759.7K |
| KWMG, LLC | $23.7M | 61,147 | 1.71% | 32q | -9.8%-$2.6M |
| AMERICAN NATIONAL BANK & TRUST | $19.4M | 50,104 | 1.78% | 32q | -5.6%-$1.2M |
| Sound Income Strategies, LLC | $16.3M | 36,781 | 0.73% | 32q | -16.3%-$3.2M |
| S.E.E.D. Planning Group LLC | $14.3M | 36,862 | 3.50% | 28q | -17.3%-$3.0M |
| SAPIENT CAPITAL LLC | $14.2M | 36,511 | 0.19% | 12q | -52.7%-$15.8M |
| TILIA FIDUCIARY PARTNERS, INC. | $14.0M | 36,096 | 3.22% | 9q | +93.4%+$6.8M |
| CENTRAL BANK & TRUST CO | $11.8M | 30,554 | 1.69% | 32q | -12.2%-$1.7M |
| CHAPIN DAVIS, INC. | $11.2M | 29,012 | 2.16% | 5q | +3.2%+$344.6K |
| Douglas Lane & Associates, LLC | $10.8M | 27,957 | 0.15% | 32q | -7.5%-$874.1K |
| MassMutual Private Wealth & Trust, FSB | $10.5M | 27,021 | 0.28% | 32q | -6.2%-$697.7K |
| Farther Finance Advisors, LLC | $6.6M | 17,043 | 0.05% | 16q | +8.8%+$533.0K |
| GAMMA Investing LLC | $6.0M | 15,464 | 0.20% | 12q | +4.7%+$269.4K |
| Bank & Trust Co | $5.5M | 14,202 | 3.46% | 10q | HELD |
| Decker Wealth Management LLC | $5.2M | 13,350 | 1.05% | new | NEW |
| Wedmont Private Capital | $5.1M | 11,395 | 0.12% | 18q | +37.1%+$1.4M |
| Monument Capital Management | $5.0M | 12,800 | 1.03% | 16q | +3.5%+$168.6K |
| Avidian Wealth Enterprises, LLC | $4.0M | 10,278 | 0.11% | 25q | -0.9%-$36.8K |
| Coastline Trust Co | $3.3M | 8,486 | 0.31% | 32q | -6.6%-$232.6K |
| Valeo Financial Advisors, LLC | $3.2M | 8,304 | 0.07% | 13q | +3.2%+$100.8K |
| Apella Capital, LLC | $3.0M | 7,087 | 0.04% | 15q | +4.5%+$129.4K |
| Greenfield Savings Bank | $2.9M | 7,356 | 1.08% | 18q | -0.5%-$14.3K |
| ABLES, IANNONE, MOORE & ASSOCIATES, INC. | $2.6M | 6,604 | 1.33% | 12q | -2.4%-$61.6K |
| Venture Visionary Partners LLC | $2.5M | 6,423 | 0.07% | 11q | +8.9%+$203.9K |
| GoalVest Advisory LLC | $2.3M | 6,019 | 0.40% | 18q | -2.4%-$58.1K |
| MFG WEALTH MANAGEMENT, INC. | $2.3M | 5,934 | 1.67% | 3q | -12.8%-$337.2K |
| MOODY NATIONAL BANK TRUST DIVISION | $2.2M | 5,717 | 0.18% | 32q | -21.6%-$611.6K |
| ROCKLAND TRUST CO | $2.2M | 5,651 | 0.08% | 32q | HELD |
| Rosenberg Matthew Hamilton | $1.9M | 4,932 | 0.34% | 27q | HELD |
| DECISION INVESTMENTS, INC | $1.9M | 4,794 | 1.68% | 4q | HELD |
| Athena Wealth Management, LLC | $1.8M | 4,755 | 1.32% | 4q | HELD |
| Gradient Investments LLC | $1.8M | 4,601 | 0.03% | 32q | -4.3%-$81.0K |
| Investors Research Corp | $1.7M | 4,509 | 0.31% | 31q | -25.8%-$607.8K |
| Bill Few Associates, Inc. | $1.6M | 4,022 | 0.32% | 20q | +0.6%+$8.9K |
| Cooper Financial Group | $1.5M | 3,824 | 0.12% | 22q | +34.5%+$380.2K |
| Bangor Savings Bank | $1.4M | 3,664 | 0.11% | 26q | HELD |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | $1.4M | 3,553 | 0.83% | new | NEW |
| VISTA INVESTMENT PARTNERS LLC | $1.3M | 3,404 | 0.34% | 3q | HELD |
| Barden Capital Management, Inc. | $1.3M | 3,380 | 1.19% | 3q | HELD |
| Everhart Financial Group, Inc. | $1.3M | 3,364 | 0.08% | 7q | +7.0%+$84.9K |
| Biltmore Wealth Management, LLC | $1.3M | 3,350 | 0.40% | 5q | -6.1%-$84.9K |
| COLLECTIVE FAMILY OFFICE LLC | $1.3M | 3,301 | 0.26% | 22q | -3.8%-$50.4K |
| Montecito Bank & Trust | $1.2M | 3,026 | 0.18% | 31q | HELD |
| Bullock Wealth Management Group | $1.1M | 2,805 | 0.48% | 11q | +2.1%+$24.1K |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | $1.1M | 2,930 | 0.68% | 16q | HELD |
| ARMSTRONG ADVISORY GROUP, INC | $1.1M | 2,878 | 0.07% | 16q | -3.4%-$38.8K |
| Grove Bank & Trust | $1.0M | 2,608 | 0.10% | 32q | +1.0%+$9.7K |
| City Center Advisors, LLC | $843.4K | 2,176 | 0.64% | 11q | HELD |
| Acropolis Investment Management, LLC | $797.7K | 2,058 | 0.03% | 32q | -49.5%-$780.6K |
| RIVERSEDGE ADVISORS, LLC | $785.4K | 2,026 | 0.10% | 5q | +6.9%+$50.4K |
| Versant Capital Management, Inc | $747.3K | 1,928 | 0.06% | 32q | -1.9%-$14.7K |
| Hamilton Capital, LLC | $708.3K | 1,827 | 0.04% | 13q | -21.1%-$189.2K |
| Intelligence Driven Advisers, LLC | $658.4K | 1,699 | 0.11% | 4q | +4.6%+$28.7K |
| CoreCap Advisors, LLC | $653.0K | 1,684 | 0.02% | 13q | -5.4%-$37.6K |
| Tactive Advisors, LLC | $588.8K | 1,519 | 0.14% | new | NEW |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $555.8K | 1,434 | 0.01% | 5q | HELD |
| Galvin, Gaustad & Stein, LLC | $518.9K | 1,338 | 0.04% | 5q | HELD |
| FIRST COMMUNITY TRUST NA | $503.9K | 1,300 | 0.17% | 20q | HELD |
| Breakwater Capital Group | $442.9K | 1,143 | 0.05% | 3q | -4.0%-$18.6K |
| Vann Equity Management LLC | $431.9K | 1,114 | 0.26% | 2q | -6.4%-$29.5K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $412.8K | 1,065 | 0.04% | 2q | -0.9%-$3.9K |
| Hardin Capital Partners, LLC | $408.1K | 1,053 | 0.20% | 3q | +5.3%+$20.5K |
| Hickory Point Bank & Trust | $404.3K | 1,043 | 0.24% | 3q | HELD |
| Exchange Bank | $402.3K | 1,038 | 0.25% | 3q | HELD |
| Balefire, LLC | $400.6K | 1,033 | 0.06% | 3q | +5.5%+$20.9K |
| RVW Wealth, LLC | $392.3K | 1,012 | 0.03% | 3q | +17.4%+$58.1K |
| TITLEIST ASSET MANAGEMENT, LLC | $374.0K | 965 | 0.02% | 3q | +3.5%+$12.8K |
| Bank of New Hampshire | $373.7K | 964 | 0.08% | 19q | HELD |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $371.7K | 959 | 0.07% | 2q | +14.4%+$46.9K |
| Shulman DeMeo Asset Management LLC | $370.5K | 884 | 0.07% | 3q | HELD |
| Veracity Capital LLC | $369.6K | 954 | 0.10% | 3q | +2.1%+$7.7K |
| KFA Private Wealth Group, LLC | $360.6K | 930 | 0.08% | 3q | -9.4%-$37.2K |
| M.E. ALLISON & CO., INC. | $355.2K | 917 | 0.20% | 3q | HELD |
| Veery Capital, LLC | $353.5K | 912 | 0.09% | 3q | -9.0%-$34.9K |
| Stonebridge Financial Group, LLC | $316.7K | 817 | 0.02% | 2q | +3.7%+$11.2K |
| Successful Portfolios LLC | $314.6K | 752 | 0.15% | 3q | -15.0%-$55.6K |
| HF Advisory Group, LLC | $297.5K | 768 | 0.09% | 3q | -10.6%-$35.2K |
| JUNCTURE WEALTH STRATEGIES, LLC | $273.3K | 705 | 0.07% | new | NEW |
| Central Pacific Bank - Trust Division | $264.4K | 682 | 0.03% | 11q | -63.8%-$466.3K |
| Allen Mooney & Barnes Investment Advisors LLC | $258.9K | 668 | 0.04% | new | NEW |
| Apeiron RIA LLC | $248.6K | 609 | 0.06% | new | NEW |
| Aletheian Wealth Advisors LLC | $239.5K | 618 | 0.10% | new | NEW |
| Factor Wealth Management LTD | $228.2K | 589 | 0.03% | new | NEW |
| PRIVATE CLIENT SERVICES, LLC | $226.0K | 583 | 0.06% | new | NEW |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | $217.7K | 561 | 0.16% | new | NEW |
| BURKETT FINANCIAL SERVICES, LLC | $215.9K | 557 | 0.07% | 12q | -10.7%-$26.0K |
| Arbor Wealth Advisors LLC | $202.3K | 522 | 0.13% | new | NEW |
| EASTERN BANK | $155.0K | 400 | 0.00% | 5q | -5.9%-$9.7K |
| Quintet Private Bank (Europe) S.A. | $155.0K | 400 | 0.01% | 16q | HELD |
| GK Wealth Management LLC | $129.9K | 335 | 0.07% | new | NEW |
| Wealth Enhancement Trust Services, Inc. | $77.5K | 200 | 0.01% | 3q | -82.9%-$377.1K |
| Deane Retirement Strategies, Inc. | $64.7K | 167 | 0.03% | 3q | -99.2%-$8.3M |
| Trust Co | $58.1K | 150 | 0.01% | 4q | HELD |
| ELEVATION WEALTH PARTNERS, LLC | $34.1K | 88 | 0.01% | 8q | HELD |
| General Partner, Inc. | $25.6K | 66 | 0.01% | 15q | HELD |
| TOTH FINANCIAL ADVISORY CORP | $25.2K | 65 | 0.00% | 2q | +4.8%+$1.2K |
| Byrne Asset Management LLC | $22.5K | 55 | 0.01% | 2q | -26.7%-$8.2K |
| Marquette Asset Management, LLC | $12.4K | 32 | 0.00% | 5q | HELD |
| Retirement Wealth Solutions LLC | $12.4K | 32 | 0.01% | 5q | +18.5%+$1.9K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-31 | 13G | Vanguard Portfolio Management | 5.0% |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-18 | 2026-09-17 | Directors or officers departed or appointed | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-06-29 | Fisher Eric A | SVP | Sold | 7,500 | $2.0M |
| 2026-05-18 | Fisher Eric A | SVP | Sold | 7,500 | $1.9M |
| 2026-06-18 | Fisher Eric A | SVP | Sold | 7,500 | $1.8M |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 106 | $334.3M | 854,451 | 12 | 27 | 39 | 0.0% |
| Q2 2026 | 1,986 | $73.1B | 271,207,156 | 215 | 657 | 670 | 3.2% |
| Q1 2026 | 1,875 | $65.8B | 258,234,799 | 344 | 592 | 553 | 3.1% |
| Q4 2025 | 1,633 | $43.9B | 259,319,411 | 126 | 516 | 512 | 3.7% |
| Q3 2025 | 1,575 | $45.3B | 251,974,747 | 180 | 471 | 522 | 5.3% |
| Q2 2025 | 1,498 | $37.5B | 268,828,505 | 124 | 508 | 514 | 3.5% |
| Q1 2025 | 1,487 | $36.7B | 268,935,907 | 125 | 490 | 520 | 3.5% |
| Q4 2024 | 1,480 | $34.2B | 263,167,189 | 87 | 462 | 541 | 5.5% |
| Q3 2024 | 1,460 | $37.8B | 260,542,613 | 110 | 506 | 493 | 6.9% |
| Q2 2024 | 1,491 | $44.6B | 267,039,912 | 87 | 518 | 524 | 5.8% |
| Q1 2024 | 1,539 | $52.0B | 285,416,971 | 190 | 477 | 528 | 6.3% |
| Q4 2023 | 1,459 | $37.4B | 272,009,467 | 106 | 458 | 518 | 5.4% |
| Q3 2023 | 1,388 | $40.3B | 269,035,177 | 123 | 431 | 529 | 5.5% |
| Q2 2023 | 1,351 | $34.4B | 277,371,994 | 93 | 437 | 528 | 5.3% |
| Q1 2023 | 1,410 | $43.9B | 302,658,551 | 152 | 457 | 503 | 4.4% |
| Q4 2022 | 1,335 | $40.4B | 300,379,603 | 133 | 408 | 487 | 5.5% |
| Q3 2022 | 1,247 | $35.2B | 310,821,025 | 122 | 434 | 415 | 5.5% |
| Q2 2022 | 1,228 | $35.7B | 316,574,552 | 149 | 390 | 455 | 5.9% |
| Q1 2022 | 1,180 | $34.1B | 321,267,435 | 191 | 405 | 362 | 4.4% |
| Q4 2021 | 1,069 | $25.3B | 319,346,075 | 90 | 363 | 345 | 5.1% |
| Q3 2021 | 999 | $23.5B | 315,606,188 | 71 | 364 | 335 | 5.1% |
| Q2 2021 | 1,051 | $26.2B | 319,480,896 | 112 | 399 | 322 | 4.8% |
| Q1 2021 | 1,025 | $23.7B | 317,401,203 | 137 | 371 | 324 | 4.3% |
| Q4 2020 | 977 | $18.8B | 313,710,822 | 124 | 272 | 396 | 5.4% |
| Q3 2020 | 903 | $14.1B | 313,515,469 | 59 | 321 | 361 | 3.6% |
| Q2 2020 | 1,003 | $18.8B | 308,638,237 | 110 | 294 | 435 | 3.6% |
| Q1 2020 | 1,002 | $14.8B | 318,684,830 | 76 | 377 | 409 | 2.6% |
| Q4 2019 | 1,227 | $32.8B | 336,272,303 | 123 | 392 | 427 | 4.3% |
| Q3 2019 | 1,114 | $28.1B | 316,253,469 | 90 | 390 | 418 | 4.2% |
| Q2 2019 | 1,122 | $30.7B | 322,077,295 | 116 | 446 | 360 | 5.2% |
| Q1 2019 | 1,111 | $28.6B | 326,288,398 | 111 | 405 | 393 | 3.5% |
| Q4 2018 | 1,083 | $26.8B | 344,881,745 | 11 | 19 | 22 | 3.9% |