VLONYSEPetroleum RefiningFiscal year ends December 31
VALERO ENERGY CORP/TX
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 30, 2026
$433.31−11.40 (-2.56%)
Close on Oct 19, 2026
- Market cap
- $127.39B
- P/E (TTM)
- 17.9
- Dividend yield
- 1.04%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
85.5%
246M of 288M shares
Institutional holders
1,976
233 new, 104 sold out
Net institutional buying
-3M
In Q2 2026
Insider trades, 12 months
0 buys · 7 sales
Net sold $9.39M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 22,969,760 | 7.30% | 13G (passive) amendment | Mar 31, 2025 |
| Vanguard Capital Management | 22,677,340 | 7.58% | 13G (passive) | Mar 31, 2026 |
| Vanguard Portfolio Management | 14,896,512 | 5.01% | 13G (passive) | Jun 30, 2026 |
| State Street Corporation | – | 6.68% | 13G (passive) amendment | Dec 31, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of VLO | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 25,143,225 | 8.73% | $6.55B | −869,238 | 0.10% |
| Vanguard Capital Management LLC | 19,393,258 | 6.74% | $5.05B | −232,033 | 0.11% |
| State Street Corp | 18,903,012 | 6.57% | $4.92B | −711,990 | 0.15% |
| Vanguard Portfolio Management LLC | 14,845,028 | 5.16% | $3.87B | −33,720 | 0.17% |
| FMR LLC | 8,504,389 | 2.95% | $2.21B | +134,624 | 0.10% |
| Morgan Stanley | 8,039,331 | 2.79% | $2.09B | +782,627 | 0.11% |
| Geode Capital Management, LLC | 7,269,612 | 2.52% | $1.90B | −1,019,200 | 0.10% |
| Norges Bank | 6,402,941 | 2.22% | $1.67B | New | 0.17% |
| Franklin Resources Inc | 6,328,819 | 2.20% | $1.65B | −83,346 | 0.36% |
| Ameriprise Financial Inc | 5,223,386 | 1.81% | $1.36B | −1,314,818 | 0.28% |
| Bank Of America Corp /De/ | 4,592,012 | 1.59% | $1.20B | −441,298 | 0.08% |
| Price T Rowe Associates Inc /Md/ | 3,924,248 | 1.36% | $1.02M | −4,209,220 | 0.10% |
| Barclays PLC | 3,380,306 | 1.17% | $880.37M | −181,081 | 0.17% |
| Northern Trust Corp | 3,269,044 | 1.14% | $851.39M | +30,830 | 0.10% |
| Invesco Ltd. | 2,845,727 | 0.99% | $741.14M | +210,593 | 0.06% |
| Charles Schwab Investment Management Inc | 2,748,653 | 0.95% | $715.86M | −195,169 | 0.10% |
| Bank of New York Mellon Corp | 2,653,080 | 0.92% | $690.97M | −316,240 | 0.11% |
| Dimensional Fund Advisors LP | 2,628,915 | 0.91% | $684.83M | +139,723 | 0.12% |
| Goldman Sachs Group Inc | 2,596,635 | 0.90% | $676.27M | −80,931 | 0.06% |
| Nuveen, LLC | 2,499,973 | 0.87% | $651.09M | −224,691 | 0.16% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,976 | 246M | 85.5% | 233 / 716 | 721 / 104 | 19M | 23M |
| Q1 2026 | 1,874 | 250M | 86.8% | 363 / 653 | 606 / 99 | 61M | 32M |
| Q4 2025 | 1,629 | 259M | 89.9% | 218 / 582 | 574 / 114 | 24M | 16M |
| Q3 2025 | 1,558 | 252M | 87.4% | 197 / 528 | 566 / 94 | 15M | 32M |
| Q2 2025 | 1,482 | 269M | 93.4% | 143 / 546 | 555 / 112 | 18M | 18M |
| Q1 2025 | 1,471 | 269M | 93.4% | 138 / 537 | 546 / 121 | 29M | 18M |
| Q4 2024 | 1,477 | 263M | 91.4% | 193 / 496 | 573 / 140 | 22M | 19M |
| Q3 2024 | 1,451 | 262M | 90.9% | 132 / 554 | 533 / 141 | 43M | 20M |
| Q2 2024 | 1,474 | 266M | 92.3% | 106 / 568 | 554 / 139 | 12M | 32M |
| Q1 2024 | 1,524 | 286M | 99.2% | 208 / 531 | 556 / 106 | 32M | 15M |
| Q4 2023 | 1,450 | 272M | 94.5% | 202 / 512 | 546 / 109 | 22M | 18M |
| Q3 2023 | 1,376 | 268M | 93.3% | 146 / 482 | 548 / 95 | 12M | 21M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of VLO | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 9,426,188 | 3.27% | $2.45B | 0.11% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 7,691,937 | 2.67% | $2.00B | 0.12% | Jun 30, 2026 |
| Vanguard Mid-Cap Index Fund | 6,433,793 | 2.23% | $1.68B | 0.75% | Jun 30, 2026 |
| State Street(R) Energy Select Sector SPDR(R) ETF | 6,365,385 | 2.21% | $1.66B | 4.64% | Jun 30, 2026 |
| iShares Core S&P 500 ETF | 4,084,950 | 1.42% | $1.06B | 0.12% | Jun 30, 2026 |
| Fidelity 500 Index Fund | 3,903,218 | 1.36% | $955.59M | 0.11% | May 31, 2026 |
| Vanguard Value Index Fund | 2,828,948 | 0.98% | $736.77M | 0.29% | Jun 30, 2026 |
| Putnam Large Cap Value Fund | 2,539,224 | 0.88% | $794.52M | 1.43% | Jul 31, 2026 |
| Fidelity Contrafund | 2,416,804 | 0.84% | $629.43M | 0.35% | Jun 30, 2026 |
| Vanguard Mid-Cap Value Index Fund | 1,907,153 | 0.66% | $496.70M | 1.33% | Jun 30, 2026 |
| Columbia Dividend Income Fund | 1,664,457 | 0.58% | $407.49M | 0.86% | May 31, 2026 |
| Vanguard Institutional Index Fund | 1,611,975 | 0.56% | $419.82M | 0.12% | Jun 30, 2026 |
| Vanguard Energy Index Fund | 1,528,800 | 0.53% | $374.28M | 3.17% | May 31, 2026 |
| Vanguard High Dividend Yield Index Fund | 1,190,983 | 0.41% | $372.66M | 0.38% | Jul 31, 2026 |
| Allspring Special Mid Cap Value Fund | 1,177,550 | 0.41% | $306.68M | 2.28% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| R. Lane Riggs | CEO & President, Director | 389,126 | 0.14% | Feb 27, 2026 |
| Gary K. Simmons | EVP & COO | 239,445 | 0.08% | Sep 18, 2026 |
| Richard Joe Walsh | EVP & GC | 111,927 | 0.04% | Aug 24, 2026 |
| Eric A. Fisher | SVP | 19,742 | 0.01% | Jun 30, 2026 |
| Harminder S. Bhullar | SVP & CFO | 28,599 | 0.01% | Feb 27, 2026 |
| Jason W. Fraser | EVP & CFO | 144,129 | 0.05% | Nov 24, 2025 |
| Robert L. Reymond | Director | 1,375 | 0.00% | Sep 21, 2026 |
| Matthew J. Audette | Director | – | – | Sep 18, 2026 |
| Randall J. Weisenburger | Director | 112,835 | 0.04% | May 11, 2026 |
| Greene Kimberly S, | Director | 15,469 | 0.01% | May 11, 2026 |
| Deborah P. Majoras | Director | 30,091 | 0.01% | May 11, 2026 |
| Fred M. Diaz | Director | 4,652 | 0.00% | May 11, 2026 |
| Marie A. Ffolkes | Director | 2,814 | 0.00% | May 11, 2026 |
| Eric D. Mullins | Director | 11,671 | 0.00% | May 11, 2026 |
| Paulett Eberhart | Director | 15,664 | 0.01% | May 11, 2026 |
| Rayford Wilkins Jr | Director | 43,383 | 0.02% | May 11, 2026 |
| Energy Corp/Tx Valero | Director | – | – | May 8, 2025 |
| Joseph W. Gorder | Director | 505,028 | 0.18% | Nov 8, 2024 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Robert L. Reymond Director | Sep 18, 2026 | Option exercise | +924 | – | – | 1,375 |
| Gary K. Simmons EVP & COO | Sep 16, 2026 | Gift | −4,000 | – | – | 230,367 |
| Richard Joe Walsh EVP & GC | Aug 21, 2026 | Gift | −3,104 | – | – | 97,091 |
| Eric A. Fisher SVP | Jun 29, 2026 | Sale | −7,500 | $268.17 | $2.01M | 19,742 |
| Eric A. Fisher SVP | Jun 18, 2026 | Sale | −7,500 | $236.90 | $1.78M | 27,242 |
| Eric A. Fisher SVP | May 18, 2026 | Sale | −7,500 | $251.61 | $1.89M | 34,742 |
| Paulett Eberhart Director | May 6, 2026 | Returned to company | −511 | $239.26 | $122.26K | 15,664 |
| Paulett Eberhart Director | May 6, 2026 | Option exercise | +1,381 | – | – | 16,175 |
| Randall J. Weisenburger Director | May 6, 2026 | Returned to company | −304 | $239.26 | $72.74K | 112,835 |
| Randall J. Weisenburger Director | May 6, 2026 | Option exercise | +1,381 | – | – | 113,139 |
| Eric D. Mullins Director | May 6, 2026 | Option exercise | +1,381 | – | – | 11,671 |
| Marie A. Ffolkes Director | May 6, 2026 | Returned to company | −511 | $239.26 | $122.26K | 2,814 |
| Marie A. Ffolkes Director | May 6, 2026 | Option exercise | +1,381 | – | – | 3,325 |
| Greene Kimberly S, Director | May 6, 2026 | Returned to company | −511 | $239.26 | $122.26K | 15,469 |
| Greene Kimberly S, Director | May 6, 2026 | Option exercise | +1,381 | – | – | 15,980 |
| Rayford Wilkins Jr Director | May 6, 2026 | Option exercise | +1,381 | – | – | 43,383 |
| Rayford Wilkins Jr Director | May 6, 2026 | Returned to company | −304 | $239.26 | $72.74K | 43,079 |
| Deborah P. Majoras Director | May 6, 2026 | Returned to company | −511 | $239.26 | $122.26K | 30,091 |
| Deborah P. Majoras Director | May 6, 2026 | Option exercise | +1,381 | – | – | 30,602 |
| Fred M. Diaz Director | May 6, 2026 | Returned to company | −511 | $239.26 | $122.26K | 4,652 |
| Fred M. Diaz Director | May 6, 2026 | Option exercise | +1,381 | – | – | 5,163 |
| Eric A. Fisher SVP | Mar 12, 2026 | Sale | −200 | $238.73 | $47.75K | 0 |
| Eric A. Fisher SVP | Mar 12, 2026 | Sale | −200 | $238.47 | $47.69K | 0 |
| Eric A. Fisher SVP | Mar 11, 2026 | Sale | −8,311 | $227.69 | $1.89M | 42,242 |
| Harminder S. Bhullar SVP & CFO | Feb 26, 2026 | Tax withholding | −529 | $201.44 | $106.56K | 28,599 |
| Harminder S. Bhullar SVP & CFO | Feb 26, 2026 | Tax withholding | −480 | $201.44 | $96.69K | 29,128 |
| Harminder S. Bhullar SVP & CFO | Feb 25, 2026 | Award | +7,050 | – | – | 29,608 |
| Richard Joe Walsh EVP & GC | Feb 25, 2026 | Tax withholding | −3,463 | $198.03 | $685.78K | 100,195 |
| Richard Joe Walsh EVP & GC | Feb 25, 2026 | Award | +8,800 | – | – | 103,658 |
| Gary K. Simmons EVP & COO | Feb 25, 2026 | Tax withholding | −5,242 | $198.03 | $1.04M | 234,367 |
| Gary K. Simmons EVP & COO | Feb 25, 2026 | Award | +13,320 | – | – | 239,609 |
| Eric A. Fisher SVP | Feb 25, 2026 | Tax withholding | −2,358 | $198.03 | $466.95K | 50,553 |
| Eric A. Fisher SVP | Feb 25, 2026 | Award | +5,990 | – | – | 52,911 |
| R. Lane Riggs CEO & President, Director | Feb 25, 2026 | Tax withholding | −14,894 | $198.03 | $2.95M | 389,126 |
| R. Lane Riggs CEO & President, Director | Feb 25, 2026 | Award | +37,850 | – | – | 404,020 |
| Harminder S. Bhullar SVP & CFO | Feb 23, 2026 | Tax withholding | −416 | $199.98 | $83.19K | 22,558 |
| Harminder S. Bhullar SVP & CFO | Feb 22, 2026 | Tax withholding | −423 | $199.89 | $84.55K | 22,974 |
| Gary K. Simmons EVP & COO | Feb 5, 2026 | Gift | −768 | – | – | 226,289 |
| R. Lane Riggs CEO & President, Director | Jan 21, 2026 | Option exercise | +13,721 | – | – | 358,002 |
| R. Lane Riggs CEO & President, Director | Jan 21, 2026 | Option exercise | +5,576 | – | – | 363,578 |
| R. Lane Riggs CEO & President, Director | Jan 21, 2026 | Option exercise | +28,799 | – | – | 392,377 |
| R. Lane Riggs CEO & President, Director | Jan 21, 2026 | Option exercise | +24,136 | – | – | 416,513 |
| R. Lane Riggs CEO & President, Director | Jan 21, 2026 | Tax withholding | −28,457 | $190.33 | $5.42M | 388,056 |
| R. Lane Riggs CEO & President, Director | Jan 21, 2026 | Returned to company | −21,886 | $190.33 | $4.17M | 366,170 |
| Harminder S. Bhullar SVP & CFO | Jan 21, 2026 | Option exercise | +1,974 | – | – | 23,486 |
| Harminder S. Bhullar SVP & CFO | Jan 21, 2026 | Option exercise | +2,064 | – | – | 27,796 |
| Harminder S. Bhullar SVP & CFO | Jan 21, 2026 | Tax withholding | −2,517 | $190.33 | $479.06K | 25,279 |
| Harminder S. Bhullar SVP & CFO | Jan 21, 2026 | Returned to company | −1,882 | $190.33 | $358.20K | 23,397 |
| Harminder S. Bhullar SVP & CFO | Jan 21, 2026 | Option exercise | +2,246 | – | – | 25,732 |
| Richard Joe Walsh EVP & GC | Jan 21, 2026 | Tax withholding | −5,923 | $190.33 | $1.13M | 99,365 |
| Richard Joe Walsh EVP & GC | Jan 21, 2026 | Option exercise | +4,310 | – | – | 94,657 |
| Richard Joe Walsh EVP & GC | Jan 21, 2026 | Option exercise | +5,280 | – | – | 99,937 |
| Richard Joe Walsh EVP & GC | Jan 21, 2026 | Option exercise | +5,351 | – | – | 105,288 |
| Richard Joe Walsh EVP & GC | Jan 21, 2026 | Returned to company | −4,507 | $190.33 | $857.82K | 94,858 |
| Eric A. Fisher SVP | Jan 21, 2026 | Option exercise | +4,792 | – | – | 51,894 |
| Eric A. Fisher SVP | Jan 21, 2026 | Option exercise | +262 | – | – | 47,102 |
| Eric A. Fisher SVP | Jan 21, 2026 | Option exercise | +3,861 | – | – | 46,840 |
| Eric A. Fisher SVP | Jan 21, 2026 | Option exercise | +4,158 | – | – | 56,052 |
| Eric A. Fisher SVP | Jan 21, 2026 | Tax withholding | −5,190 | $190.33 | $987.81K | 50,862 |
| Eric A. Fisher SVP | Jan 21, 2026 | Returned to company | −3,941 | $190.33 | $750.09K | 46,921 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Fisher Eric Officer | Aug 3, 2026 | 8,386 | $2.52M | Aug 3, 2026 | Employment related |
| Fisher Eric Retired Officer | Aug 3, 2026 | 8,386 | $2.52M | Aug 3, 2026 | Employee related |
| Eric A. Fisher Officer | Jun 29, 2026 | 7,500 | $2.01M | Jun 29, 2026 | Stock Grants |
| Eric A. Fisher Director | Jun 17, 2026 | 7,500 | $1.81M | Jun 17, 2026 | Restricted Stock |
| Eric A. Fisher Officer | May 18, 2026 | 7,500 | $1.89M | May 18, 2026 | Restricted Stock |
| Eric A. Fisher Officer | Mar 12, 2026 | 200 | $46.84K | Mar 12, 2026 | Gift |
| Eric A. Fisher Officer | Mar 12, 2026 | 200 | $46.84K | Mar 12, 2026 | Gift |
| Fisher Eric Officer | Mar 11, 2026 | 8,311 | $1.89M | Mar 11, 2026 | Employee Stock Options |
| Fraser Jason officer | Nov 21, 2025 | 9,933 | $1.71M | Nov 21, 2025 | Vesting of a Stock Award |
| Joseph W. Gorder Former Officer | Feb 18, 2025 | 76,560 | $10.48M | Feb 18, 2025 | Vesting of a Stock Award |
| Joseph W. Gorder Director | Aug 14, 2023 | 75,580 | $10.28M | Aug 14, 2023 | Exercise of a Stock Award |