Valero Energy Corporation (VLO)
What changed in recent filings
- Revenue +49% YoYQuarter ended Jun 30, 2026
- Renewable Diesel segment 4% → 6%Jun 30, 2025 → Jun 30, 2026
- Institutions — 1 new · 2 added · 1 reduced13F · as of end of 2026 Q2
What changed in recent SEC filings — factual, not a buy/sell recommendation.
Valero Energy Corporation recent earnings releases
Based on SEC filings. The release date is the day the earnings filing (8-K) was accepted; for quarters where that filing was not found, the periodic report filing date is shown.
- 26Q2Released Jul 30, 2026Revenue +48.8% YoY · EPS $12.62Released before the open: Jul 29 close → Jul 30 close, the stock moved +3.4% · over the same window, market +1.7% · sector +0.5%
- 26Q1Released Apr 30, 2026Revenue +7.0% YoY · EPS $4.22Released before the open: Apr 29 close → Apr 30 close, the stock moved +0.5% · over the same window, market +1.0% · sector +0.8%
- 25Q4Released Jan 29, 2026Revenue -1.2% YoY · EPS $3.68Released before the open: Jan 28 close → Jan 29 close, the stock moved -0.8% · over the same window, market -0.2% · sector +1.1%
- 25Q3Released Oct 23, 2025Revenue -2.2% YoY · EPS $3.53Released before the open: Oct 22 close → Oct 23 close, the stock moved +7.0% · over the same window, market +0.6% · sector +3.1%
The next earnings release is estimated around Oct 22, 2026 (calculated from how long this company has taken between quarter end and filing; it is not a date announced by the company).
Institutions holding Valero Energy Corporation
How many of the institutions we track reported holding this stock, quarter by quarter.
2019 Q1: 4 → 2026 Q2: 6 institutions
Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.
Which institutions hold Valero Energy Corporation
Institutions we track that reported holding this stock in their most recent 13F.
- National Pension Service (Korea)0.09% of portfolio · held as of 2019 Q1 or earlier
- PRIMECAP Managementunder 0.01% of portfolio · since 2020 Q4
- GQG Partners0.01% of portfolio · since 2025 Q1
- Bridgewater Associates0.30% of portfolio · since 2025 Q3
- Tudor Investment Corp0.02% of portfolio · since 2026 Q1
- Moore Capital ManagementNew this quarter0.20% of portfolio · since 2026 Q2
Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.
Q2 2026 13F recap — stocks several institutions bought and sold together →Company overview
Valero Energy Corporation is a multinational energy company focused on the manufacture and marketing of transportation fuels, renewable diesel, and petrochemical products. Valero Energy Corporation serves industrial, commercial, and retail fuel markets through its refining operations and related supply chain activities. Its business segments include Refining, Ethanol, and Renewable Diesel, reflecting a mix of conventional fuel production and lower-carbon liquid fuels. The company also supplies petrochemical feedstocks and other products used across transportation, manufacturing, and energy distribution networks. Based in San Antonio, Texas, Valero Energy Corporation plays a significant role in the downstream energy market by converting crude oil and renewable feedstocks into products that support mobility, freight, and industrial activity across North America, the United Kingdom, Ireland, and Latin America.
What is the Energy sector?
Crude oil, natural gas, and refining. Sensitive to oil prices and the dollar.
Valero Energy Corporation is classified under the Energy sector. See peers below.
Valero Energy Corporation key financials
Based on SEC filings · as of Jun 30, 2026
Tap a metric name to see its meaning in the glossary.
Valero Energy Corporation vs Energy sector benchmark
Median of 10 representative sector stocks · SEC filings · factual comparison (not advice)
A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.
VLO revenue by segment summary
SEC 10-Q · segment totals cross-checked against total revenue
2026-06-30 revenue was $44.5B, +48.8% YoY.
The largest segment is Refining, 91.4% of revenue — a highly concentrated structure.
Recent revenue growth was led mainly by the Refining segment (about 96% of the increase).
Full segment weights, YoY changes, and an AI synthesis are available in the detailed analysis.
VLO segment revenue mix trend
Quarterly change in segment revenue share · verified from SEC filings
5 quarters with a different segment breakdown were omitted (filing basis changed).
ETFs holding Valero Energy Corporation
Per SEC N-PORT · 2026-06-30 · by weight · factual
VLO on Stocklore
- Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
- Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
- 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
- Sector-relative metrics — Valuation and growth compared with the Energy average
Peers · Energy
VLO FAQ
What is Valero Energy Corporation (VLO)?
Valero Energy Corporation is a multinational energy company focused on the manufacture and marketing of transportation fuels, renewable diesel, and petrochemical products. Valero Energy Corporation serves industrial, commercial, and retail fuel markets through its refining operations and related supply chain activities. Its business segments include Refining, Ethanol, and Renewable Diesel, reflecting a mix of conventional fuel production and lower-carbon liquid fuels. The company also supplies petrochemical feedstocks and other products used across transportation, manufacturing, and energy distribution networks. Based in San Antonio, Texas, Valero Energy Corporation plays a significant role in the downstream energy market by converting crude oil and renewable feedstocks into products that support mobility, freight, and industrial activity across North America, the United Kingdom, Ireland, and Latin America.
What sector is Valero Energy Corporation in?
Valero Energy Corporation is classified under Energy. Crude oil, natural gas, and refining. Sensitive to oil prices and the dollar.
What are Valero Energy Corporation's key financials?
As of Jun 30, 2026 in SEC filings: Revenue growth (YoY) 12.6%, Operating margin 11.7%, Net margin 5.2%, ROE 9.9%, Debt-to-equity 0.42x. Definitions and interpretation are available on Stocklore.
What are Valero Energy Corporation's main revenue segments?
The largest segment is Refining, about 91.4% of revenue. Segment totals are cross-checked against total revenue from SEC filings.
Where can I analyze Valero Energy Corporation (VLO) stock?
On Stocklore you can see VLO's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.
Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.