Valero Energy Corporation $VLO is Summit Street Capital Management LLC’s 10th Largest Position

Summit Street Capital Management LLC decreased its position in Valero Energy Corporation (NYSE:VLO) by 21.6% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 100,073 shares of the oil and gas company’s stock after selling 27,529 shares during the quarter. Valero Energy comprises about 3.7% of Summit Street Capital Management LLC’s holdings, making the stock its 10th largest position. Summit Street Capital Management LLC’s holdings in Valero Energy were worth $26,063,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Freestone Grove Partners LP boosted its stake in shares of Valero Energy by 3.5% during the 2nd quarter. Freestone Grove Partners LP now owns 171,632 shares of the oil and gas company’s stock worth $44,700,000 after purchasing an additional 5,851 shares during the last quarter. Man Group plc raised its position in shares of Valero Energy by 54.8% in the second quarter. Man Group plc now owns 88,844 shares of the oil and gas company’s stock valued at $23,139,000 after buying an additional 31,446 shares during the last quarter. Jupiter Topco LLC acquired a new position in shares of Valero Energy in the second quarter valued at approximately $35,191,000. MorganRosel Wealth Management LLC lifted its stake in shares of Valero Energy by 2.5% during the second quarter. MorganRosel Wealth Management LLC now owns 3,873 shares of the oil and gas company’s stock valued at $1,009,000 after buying an additional 96 shares during the period. Finally, Hsbc Holdings PLC lifted its stake in shares of Valero Energy by 2.8% during the second quarter. Hsbc Holdings PLC now owns 743,997 shares of the oil and gas company’s stock valued at $194,174,000 after buying an additional 20,234 shares during the period. 78.69% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several research firms have commented on VLO. Mizuho lifted their target price on shares of Valero Energy from $289.00 to $300.00 and gave the stock a “neutral” rating in a research note on Tuesday, August 4th. Weiss Ratings raised Valero Energy from a “buy (b-)” rating to a “buy (b)” rating in a research note on Thursday, August 6th. TD Cowen raised their price objective on Valero Energy from $338.00 to $350.00 and gave the stock a “hold” rating in a report on Monday, August 3rd. Zacks Research raised Valero Energy from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, August 4th. Finally, UBS Group upped their target price on Valero Energy from $280.00 to $355.00 and gave the company a “buy” rating in a research note on Friday, July 31st. Two investment analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, seven have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $288.00.

Valero Energy Price Performance

VLO opened at $348.67 on Thursday. Valero Energy Corporation has a 52-week low of $146.76 and a 52-week high of $353.00. The company has a 50 day moving average of $299.01 and a two-hundred day moving average of $257.39. The company has a market cap of $100.39 billion, a P/E ratio of 14.47, a P/E/G ratio of 0.22 and a beta of 0.55. The company has a quick ratio of 1.23, a current ratio of 1.64 and a debt-to-equity ratio of 0.37.

Valero Energy (NYSE:VLO) last issued its earnings results on Thursday, July 30th. The oil and gas company reported $12.54 EPS for the quarter, beating analysts’ consensus estimates of $10.11 by $2.43. The business had revenue of $44.48 billion for the quarter, compared to the consensus estimate of $39.47 billion. Valero Energy had a net margin of 5.17% and a return on equity of 26.74%. The business’s revenue for the quarter was up 48.8% compared to the same quarter last year. During the same quarter last year, the firm posted $2.28 EPS. On average, analysts expect that Valero Energy Corporation will post 40.62 earnings per share for the current year.

Valero Energy Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Monday, August 31st. Shareholders of record on Friday, July 31st will be given a $1.20 dividend. The ex-dividend date of this dividend is Friday, July 31st. This represents a $4.80 annualized dividend and a yield of 1.4%. Valero Energy’s dividend payout ratio (DPR) is 19.92%.

Insider Buying and Selling

In other Valero Energy news, SVP Eric A. Fisher sold 7,500 shares of the business’s stock in a transaction dated Monday, June 29th. The stock was sold at an average price of $268.17, for a total transaction of $2,011,275.00. Following the transaction, the senior vice president owned 19,742 shares in the company, valued at $5,294,212.14. The trade was a 27.53% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. 0.36% of the stock is owned by company insiders.

Trending Headlines about Valero Energy

Here are the key news stories impacting Valero Energy this week:

• Positive Sentiment: Strong refining environment supports earnings: Valero and Marathon Petroleum have more than doubled in 2026 as global refining margins surged amid supply disruptions. Barron’s reportedly sees additional upside for U.S. refiners if favorable market conditions persist. Marathon Petroleum and Valero Energy Have Exploded in 2026, But Barron’s Sees More Upside
• Positive Sentiment: Cash and balance-sheet strength may support shareholder returns: Analysts highlight Valero’s approximately $7.9 billion cash balance, low leverage, and history of capital returns. Refinery upgrades could improve future cash generation and provide flexibility for dividends, buybacks, or debt management. Will Valero’s Excess Cash Translate Into Higher Shareholder Returns?
• Positive Sentiment: Analyst and style-screen support remains favorable: Valero is being promoted as a growth, value, low-beta, and low-leverage idea. Zacks lists VLO among its Strong Buy growth stocks, while the average Wall Street recommendation is equivalent to Buy. Falling Treasury yields may also improve the appeal of financially resilient companies. Best Growth Stocks to Buy for August 25th
• Neutral Sentiment: Valero compares favorably with Marathon Petroleum: Marathon offers a lower valuation and MPLX exposure, but commentary favors Valero for its stronger balance sheet and share-price momentum. Marathon vs. Valero: Which Refining Stock Is the Better Buy Now?
• Negative Sentiment: Valuation creates downside risk: After substantial gains, including strong one- and three-month performance, some analysis questions whether Valero now trades above fair value. Investors may therefore become more sensitive to weaker refining margins or profit-taking. Is Valero Energy Fully Valued as Shares Trade Above Fair Value?

Valero Energy Profile

Valero Energy Corporation is a San Antonio, Texas–based integrated downstream energy company that manufactures and markets transportation fuels, petrochemical feedstocks and other industrial products. The company’s operations focus on refining crude oil into finished fuels such as gasoline, diesel and jet fuel, as well as producing asphalt and other refined product streams for commercial and industrial customers.

In addition to refining, Valero has significant operations in renewable fuels, including the production of ethanol and other biofuels, and it manages an extensive logistics network of pipelines, terminals, rail and marine assets to move feedstocks and finished products.