GC Wealth Management RIA LLC Trims Stock Holdings in Valero Energy Corporation $VLO

GC Wealth Management RIA LLC reduced its stake in Valero Energy Corporation (NYSE:VLO) by 68.7% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,741 shares of the oil and gas company’s stock after selling 3,823 shares during the quarter. GC Wealth Management RIA LLC’s holdings in Valero Energy were worth $283,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also made changes to their positions in the stock. Franklin Resources Inc. lifted its position in shares of Valero Energy by 5.0% in the third quarter. Franklin Resources Inc. now owns 5,273,517 shares of the oil and gas company’s stock valued at $897,869,000 after acquiring an additional 249,195 shares in the last quarter. Barclays PLC lifted its position in shares of Valero Energy by 5.3% in the third quarter. Barclays PLC now owns 4,143,672 shares of the oil and gas company’s stock valued at $705,502,000 after acquiring an additional 209,597 shares in the last quarter. Massachusetts Financial Services Co. MA lifted its position in shares of Valero Energy by 13.3% in the third quarter. Massachusetts Financial Services Co. MA now owns 1,929,599 shares of the oil and gas company’s stock valued at $328,534,000 after acquiring an additional 226,167 shares in the last quarter. Legal & General Group Plc lifted its position in shares of Valero Energy by 2.3% in the third quarter. Legal & General Group Plc now owns 1,904,181 shares of the oil and gas company’s stock valued at $324,206,000 after acquiring an additional 43,237 shares in the last quarter. Finally, Arrowstreet Capital Limited Partnership purchased a new stake in shares of Valero Energy in the third quarter valued at $275,239,000. 78.69% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting Valero Energy

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

• Positive Sentiment: Q1 earnings and revenue beat — Valero reported $4.22 EPS and $32.38B revenue, a sharp rebound from a loss a year earlier as refining and renewable diesel margins surged; the print topped Street estimates and was accompanied by a positive press release. Valero Energy Reports First Quarter 2026 Results
• Positive Sentiment: Operational strength — Valero plans to run its 13 refineries in the U.S. and U.K. at up to 95% of combined throughput (~3.0M bpd) in Q2, supporting margin capture and free cash flow potential. Valero to run refineries up to 95% capacity in Q2 2026, conf call
• Positive Sentiment: Analyst revisions — Erste Group lifted FY2026 and FY2027 EPS forecasts materially, reflecting the stronger margin outlook and boosting earnings estimates. (Analyst note summarized in coverage)
• Neutral Sentiment: Long-term value view — Zacks highlights Valero as a top value stock for long-term investors based on style scores; useful for buy-and-hold thesis but less relevant to intra-day moves. Why Valero Energy (VLO) is a Top Value Stock for the Long-Term
• Negative Sentiment: Sector headwinds and macro uncertainty — Broader “Big Oil” commentary warns of a tug-of-war (geopolitical news, margins volatility) that could keep energy stocks volatile and cap multiple expansion despite Valero’s beat. Big Oil Earnings Set To Sharply Decline. Blame This Tug-Of-War.
• Negative Sentiment: Near-term profit-taking risk — After a significant run toward a 52-week high, traders may be trimming positions, contributing to the pullback despite strong fundamentals. (Market technical/flow effect)

Insiders Place Their Bets

In related news, SVP Eric A. Fisher sold 8,311 shares of the stock in a transaction dated Wednesday, March 11th. The stock was sold at an average price of $227.69, for a total transaction of $1,892,331.59. Following the transaction, the senior vice president directly owned 42,242 shares in the company, valued at approximately $9,618,080.98. This represents a 16.44% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Company insiders own 0.36% of the company’s stock.

Analyst Upgrades and Downgrades

VLO has been the topic of several recent research reports. The Goldman Sachs Group upped their price objective on Valero Energy from $203.00 to $237.00 and gave the company a “buy” rating in a research report on Thursday, March 12th. Wolfe Research restated an “underperform” rating and issued a $203.00 price objective on shares of Valero Energy in a research report on Tuesday, April 21st. Citigroup upped their price objective on Valero Energy from $246.00 to $259.00 and gave the company a “neutral” rating in a research report on Friday. Scotiabank upped their price objective on Valero Energy from $178.00 to $226.00 and gave the company a “sector outperform” rating in a research report on Wednesday, April 22nd. Finally, UBS Group upped their price objective on Valero Energy from $215.00 to $280.00 and gave the company a “buy” rating in a research report on Thursday, April 2nd. Two research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $236.71.

Valero Energy Stock Performance

NYSE VLO opened at $247.12 on Friday. The business’s 50-day moving average price is $232.26 and its 200 day moving average price is $196.27. Valero Energy Corporation has a twelve month low of $114.76 and a twelve month high of $258.43. The company has a market capitalization of $73.90 billion, a PE ratio of 32.35, a price-to-earnings-growth ratio of 0.41 and a beta of 0.58. The company has a current ratio of 1.64, a quick ratio of 1.11 and a debt-to-equity ratio of 0.36.

Valero Energy (NYSE:VLO) last released its earnings results on Thursday, April 30th. The oil and gas company reported $4.22 earnings per share for the quarter, topping the consensus estimate of $3.16 by $1.06. Valero Energy had a return on equity of 15.96% and a net margin of 3.37%.The firm had revenue of $32.38 billion for the quarter, compared to the consensus estimate of $31.38 billion. During the same period in the prior year, the business posted $0.89 earnings per share. The firm’s revenue for the quarter was up 7.0% compared to the same quarter last year. On average, research analysts predict that Valero Energy Corporation will post 23.04 earnings per share for the current year.

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.