$VLO is held by 44 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 1.30%, with an average of 0.19% of portfolio. Largest holder: Semper Augustus Investments Group LLC at 1.30%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
VALERO ENERGY CORP
13F holders
1,778
Net 13F flow · Q
—
Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
—
Institutional holders
Top 10 of 1,778 · Source: 13F-HR01
Axa S.a.
—
—
02
State Street
—
—
03
ProShare Advisors LLC
—
—
04
Brightline Capital Management, LLC
—
—
05
Gates Foundation Trust
—
—
06
State Farm Mutual Automobile Insurance Co.
—
—
07
Strategic Planning Group, LLC
—
—
08
Banyan Capital Management, Inc.
—
—
09
Strs Ohio
—
—
10
Godsey & Gibb, Inc.
—
—
Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
44 holders · Q1 202601
Semper Augustus Investments Group LLC
1.30% ↓ 2.4pp
α +11.6pts
02
Fruth Investment Management
1.01% held
α +79.5pts
03
Corsicana & Co.
0.73% held
α +20.0pts
04
Cypress Capital Group
0.58% held
α +12.6pts
05
Aigen Investment Management, LP
0.57% NEW
α +50.5pts
06
Independent Solutions Wealth Management, LLC
0.47% NEW
α +19.1pts
07
Rokos Capital Management LLP
0.42% NEW
α +12.2pts
08
Delta Financial Advisors LLC
0.40% NEW
α +18.1pts
09
Erste Asset Management GmbH
0.33% NEW
α +33.4pts
10
Gentry Private Wealth, LLC
0.31% held
α +22.9pts
11
Svb Wealth LLC
0.25% held
α +29.6pts
12
Central Asset Investments & Management Holdings (HK) Ltd
0.23% NEW
α +14.3pts
13
Impact Partnership Wealth, LLC
0.21% NEW
α +10.3pts
14
Courier Capital LLC
0.17% NEW
α +14.9pts
15
Nisa Investment Advisors, LLC
0.15% NEW
α +16.6pts
16
Narus Financial Partners, LLC
0.14% NEW
α +11.1pts
17
Fulton Bank, N.a.
0.12% NEW
α +23.8pts
18
Vista Investment Partners LLC
0.11% NEW
α +10.8pts
19
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.08% held
α +27.5pts
20
Quarry LP
0.07% held
α +10.6pts
21
Linscomb Wealth, Inc.
0.07% held
α +32.6pts
22
Wellington Management Group LLP
0.06% held
α +10.5pts
23
Principal Securities, Inc.
0.05% held
α +21.3pts
24
Venture Visionary Partners LLC
0.05% held
α +10.3pts
25
Eventide Asset Management, LLC
0.05% held
α +22.5pts
26
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
0.05% ↓ 0.7pp
α +13.4pts
27
Fiduciary Alliance LLC
0.05% held
α +16.8pts
28
Citigroup Inc.
0.04% held
α +26.3pts
29
WINTON GROUP Ltd
0.04% held
α +27.0pts
30
ProVise Management Group, LLC
0.03% held
α +11.2pts
31
TRUE Private Wealth Advisors
0.03% held
α +23.4pts
32
Shufro Rose & Co. LLC
0.02% held
α +32.3pts
33
GM Advisory Group, LLC
0.01% held
α +16.5pts
34
Choate Investment Advisors
0.01% held
α +13.8pts
35
Connor, Clark & Lunn Investment Management Ltd.
0.01% held
α +12.3pts
36
Nikko Asset Management Americas, Inc.
0.01% held
α +22.1pts
37
Greenwich Wealth Management LLC
0.01% held
α +12.7pts
38
Banco Santander, S.A.
0.01% held
α +12.6pts
39
Bradley Foster & Sargent INC
0.01% held
α +11.1pts
40
Johnson Financial Group, Inc.
0.00% held
α +14.7pts
41
RFG Advisory, LLC
0.00% held
α +16.2pts
42
Costello Asset Management, INC
0.00% held
α +14.3pts
43
Pittenger & Anderson Inc.
0.00% held
α +21.3pts
44
Scopia Capital Management LP
0.00% held
α +10.2pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
1 transactions · 1 filersTransaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.
Congress trades · last 90 days
11 disclosures · STOCK ActConvergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $VLO lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $VLO — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 09:33 UTC.