VLO is the ticker symbol for VALERO ENERGY CORP/TX, a publicly traded Energy sector company listed on NYSE. 13F Pro tracks VLO with AI-powered analysis, an AI quality score, SEC EDGAR financials, insider transactions, and institutional 13F holdings — all sourced directly from public SEC filings.

Is VLO a good stock to buy?

13F Pro's AI ranking engine scores VLO at 58.0/100, ranked #1,046 of 2,925 stocks on a composite quality score built from its SEC filings, covering profitability, growth, balance sheet strength, and free cash flow. The full AI verdict and bull/bear case for VLO is available at https://13fpro.ai/company/VLO. Not investment advice — review the underlying SEC filings before making any trade.

Where does 13F Pro source VLO data?

All VALERO ENERGY CORP/TX fundamentals and ownership data come directly from SEC EDGAR. VALERO ENERGY CORP/TX files with the SEC under CIK 1035002. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

VALERO ENERGY CORP/TX VLO

NYSELarge CapEnergy

13F Pro quality score

Rank #1,046 of 2,925TOP 50%

Why it scores 58 Energy peers →

Rankings refresh quarterly once 80% of peers have filed. Next update: ~Nov 14, 2026.

Revenue

$44.48B

Quarter to Jun 30

Net income

$3.72B

Quarter to Jun 30

Operating margin

11.7%

Quarter to Jun 30

Top Institutional Holders

as of Q2 2026

$63.94B total

BlackRock, Inc.

$6.55B-3.3%

VANGUARD CAPITAL MANAGEMENT LLC

$5.05B-1.2%

STATE STREET CORP

$4.92B-3.6%

VANGUARD PORTFOLIO MANAGEMENT LLC

$3.87B-0.2%

FMR LLC

$2.21B+1.6%

MORGAN STANLEY

$2.09B+10.8%

GEODE CAPITAL MANAGEMENT, LLC

$1.90B-12.3%

NORGES BANK

$1.67B--

FRANKLIN RESOURCES INC

$1.65B-1.3%

AMERIPRISE FINANCIAL INC

$1.36B-20.1%

BANK OF AMERICA CORP /DE/

$1.20B-8.8%

PRICE T ROWE ASSOCIATES INC /MD/

$1.02B-51.8%

BARCLAYS PLC

$880.37M-5.1%

NORTHERN TRUST CORP

$851.39M+1.0%

Invesco Ltd.

$741.14M+8.0%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$715.86M-6.6%

Bank of New York Mellon Corp

$690.97M-10.7%

DIMENSIONAL FUND ADVISORS LP

$684.83M+5.6%

GOLDMAN SACHS GROUP INC

$676.27M-3.0%

Nuveen, LLC

$651.09M-8.2%

JPMORGAN CHASE & CO

$585.90M-25.9%

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

$570.91M-22.9%

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME

$536.07M+33.9%

AQR CAPITAL MANAGEMENT LLC

$526.20M+193.1%

MASSACHUSETTS FINANCIAL SERVICES CO /MA/

$503.75M-5.3%

See all 1,988 institutional holders →

What's Driving VLO's Business? Latest 10-Q Breakdown

24/24 datapoints verified

AI-extracted from the 10-Q filed 2026-07-30 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Revenue rose to $44.5B (+49% YoY) and net income attributable to stockholders jumped to $3.7B from $714M, driven by a surge in refining margins amid constrained global fuel supply.

Biggest Revenue Drivers

Refining$42.3B+49% YoY

Revenues increased primarily due to increases in product prices for the petroleum-based transportation fuels sold by the segment

Renewable Diesel$1,176M+108% YoY

Higher product prices, primarily renewable diesel

Biggest Revenue Drivers

Total revenue: $44.5B+49% YoY

Refining$42.3B+49% YoY

Revenues increased primarily due to increases in product prices for the petroleum-based transportation fuels sold by the segment

Within Refining

Distillates$20,688M+62% YoY

Higher distillate (primarily diesel) margins/prices

Gasolines and blendstocks$17,417M+37% YoY

Higher gasoline margins/prices

Renewable Diesel$1,176M+108% YoY

Higher product prices, primarily renewable diesel

Ethanol$1,000Mflat YoY

Largest Expense Items

Cost of materials and other$35,130M+42% YoY

Increases in crude oil and other feedstock costs

Operating expenses (excl. D&A)$1,506M-1% YoY

Depreciation and amortization$723M-8% YoY

General and administrative expenses$233M+6% YoY

Margins: Refining segment margin rose $3.1B YoY as distillate margins added ~$2.9B and gasoline margins ~$980M, partly offset by a ~$780M unfavorable decline in sweet crude oil differentials.

Watch Items from the Filing

Port Arthur Refinery fire (March 23, 2026) caused a full shutdown; the company faces lawsuits, including a proposed class action, seeking unspecified damages in excess of $1 million per claim.
Benicia Refinery fully idled by end of April 2026 after a prior $1.1B combined impairment; decommissioning/redevelopment costs now run through corporate expenses.
Board authorized a new $5.0 billion share purchase program on July 16, 2026, in addition to $1.4 billion remaining under the February 2026 program; $2.8B was already repurchased in H1 2026.
DGD filed a $51 million Phase 1 IEEPA tariff refund claim after the Supreme Court invalidated the tariffs; timing and amount of further refund phases remain uncertain.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →

Key Metrics

Revenue

Q2 2026

EDGAR

Net Income

Q2 2026

EDGAR

EPS (Diluted)

Q2 2026

EDGAR

Operating Margin

Q2 2026

EDGAR

ROIC

Q2 2026

EDGAR

Debt/Equity

Q2 2026

EDGAR

Financial Trends

Revenue & Net Income

13fpro.ai/company/VLO

Earnings Per Share

13fpro.ai/company/VLO

Loading ratio trend…

VALERO ENERGY CORP/TX reported revenue, net income and margins by fiscal period, from SEC filings.
Period	Form	Revenue	Net income	Op. marginOperating margin
FY 2025	10-K	$122.7B	$2.3B	2.6%
FY 2024	10-K	$129.9B	$2.8B	2.9%
FY 2023	10-K	$144.8B	$8.8B	8.2%
FY 2022	10-K	$176.4B	$11.5B	8.9%
FY 2021	10-K	$114.0B	$930.0M	1.9%
FY 2020	10-K	$64.9B	$-1.4B	-2.4%

About VALERO ENERGY CORP/TX (VLO): stock profile, AI score and financials

VALERO ENERGY CORP/TX (VLO) stock profile, AI quality score, and SEC EDGAR financial data, a Energy sector company. 13F Pro's AI-powered ranking engine scores VLO at 58.0/100 on a composite quality score built from its SEC filings, placing it at rank #1,046 of 2,925 stocks — the top half of the AI-ranked universe. VLO scores in the top quartile across revenue scale (98.9), balance sheet strength (88.4). Areas of concern include revenue growth (24.1) and earnings quality (29.4), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), VALERO ENERGY CORP/TX reports quarterly revenue of $44.5B, net income of $3.7B, an operating margin of 11.7%. Top institutional holders of VLO by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, STATE STREET, based on the most recent SEC filings. VLO trades on the NYSE exchange and files with the SEC under CIK 1035002. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate VLO daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for VALERO ENERGY CORP/TX directly from SEC EDGAR.

Financials through the period ended Jun 30, 2026SEC EDGAR: CIK 1035002 →

VALERO ENERGY CORP/TX VLO

Top Institutional Holders

What's Driving VLO's Business? Latest 10-Q Breakdown

Biggest Revenue Drivers

Biggest Revenue Drivers

Largest Expense Items

Watch Items from the Filing

Key Metrics

Financial Trends

Revenue & Net Income

Earnings Per Share

VLO key financials by period

VLO insiders

Congress trading in VLO

About VALERO ENERGY CORP/TX (VLO): stock profile, AI score and financials

VALERO ENERGY CORP/TX VLO

Top Institutional Holders

What's Driving VLO's Business? Latest 10-Q Breakdown

Biggest Revenue Drivers

Key Metrics

Financial Trends

Revenue & Net Income

Earnings Per Share

VLO key financials by period

Companies similar to VLO

VLO insiders

Congress trading in VLO

About VALERO ENERGY CORP/TX (VLO): stock profile, AI score and financials