2,277 Shares in Valero Energy Corporation $VLO Purchased by Compass Wealth Management LLC

Posted by Francis Steltz on Aug 19th, 2026

Compass Wealth Management LLC acquired a new stake in shares of Valero Energy Corporation (NYSE:VLO – Free Report) during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 2,277 shares of the oil and gas company’s stock, valued at approximately $593,000.

Several other large investors have also bought and sold shares of the company. Whipplewood Advisors LLC grew its holdings in shares of Valero Energy by 3,400.0% during the first quarter. Whipplewood Advisors LLC now owns 105 shares of the oil and gas company’s stock valued at $26,000 after buying an additional 102 shares during the last quarter. JPL Wealth Management LLC bought a new position in Valero Energy in the 3rd quarter valued at approximately $27,000. Financial Life Planners bought a new position in Valero Energy in the 1st quarter valued at approximately $28,000. Valued Wealth Advisors LLC boosted its stake in Valero Energy by 134.0% during the 1st quarter. Valued Wealth Advisors LLC now owns 117 shares of the oil and gas company’s stock valued at $29,000 after purchasing an additional 67 shares during the last quarter. Finally, Torren Management LLC purchased a new stake in Valero Energy during the 4th quarter valued at $30,000. 78.69% of the stock is owned by hedge funds and other institutional investors.

Valero Energy News Summary

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

Positive Sentiment: Record diesel prices are creating an attractive margin environment for refiners. Valero is identified among the companies positioned to benefit as fuel prices diverge from crude oil prices, potentially supporting near-term profits. Diesel Prices Are Breaking Records: 3 Refiners Turning the Crisis Into Record Profits
Positive Sentiment: Gasoline prices above $4 per gallon are supporting the outlook for refiners capable of capturing strong fuel margins. Valero was included among refining stocks viewed favorably in this environment. 4 Refining Stocks to Buy as Gas Prices Top $4 a Gallon
Positive Sentiment: Analysts are raising earnings estimates for Valero, a trend that could provide additional support for the stock after its recent gains. Earnings Estimates Moving Higher for Valero Energy
Positive Sentiment: VLO was added to multiple Zacks Rank #1 (Strong Buy) lists, including value, growth and overall Strong Buy screens. These rankings may attract additional buying from quantitative and momentum-focused investors. New Strong Buy Stocks for August 17th
Neutral Sentiment: Unusually heavy put-option activity suggests some traders are positioning for downside or hedging existing holdings. Investors purchased 23,642 puts, about 179% above typical volume, but options activity alone does not establish a fundamental change in Valero’s outlook. Investors Purchase Large Volume of Put Options on Valero Energy

Analyst Ratings Changes

Several research analysts have recently weighed in on the company. Barclays boosted their price target on Valero Energy from $279.00 to $323.00 and gave the stock an “overweight” rating in a research note on Friday, July 31st. Raymond James Financial increased their price objective on Valero Energy from $300.00 to $340.00 and gave the company a “strong-buy” rating in a research report on Monday, July 13th. Wells Fargo & Company lifted their price objective on Valero Energy from $292.00 to $356.00 and gave the stock an “overweight” rating in a report on Friday, July 31st. Weiss Ratings raised Valero Energy from a “buy (b-)” rating to a “buy (b)” rating in a research report on Thursday, August 6th. Finally, Zacks Research upgraded shares of Valero Energy from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, August 4th. Two research analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, Valero Energy has an average rating of “Moderate Buy” and an average target price of $288.00.

Check Out Our Latest Stock Report on Valero Energy

Insider Transactions at Valero Energy

In related news, SVP Eric A. Fisher sold 7,500 shares of the stock in a transaction that occurred on Monday, June 29th. The shares were sold at an average price of $268.17, for a total value of $2,011,275.00. Following the completion of the sale, the senior vice president directly owned 19,742 shares of the company’s stock, valued at approximately $5,294,212.14. This represents a 27.53% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Corporate insiders own 0.36% of the company’s stock.

Valero Energy Price Performance

Shares of Valero Energy stock opened at $350.14 on Wednesday. The stock has a market cap of $100.82 billion, a P/E ratio of 14.53, a P/E/G ratio of 0.23 and a beta of 0.55. The company has a debt-to-equity ratio of 0.37, a quick ratio of 1.23 and a current ratio of 1.64. The stock’s fifty day moving average is $287.63 and its 200 day moving average is $250.74. Valero Energy Corporation has a one year low of $136.87 and a one year high of $351.00.

Valero Energy (NYSE:VLO – Get Free Report) last released its quarterly earnings results on Thursday, July 30th. The oil and gas company reported $12.54 earnings per share (EPS) for the quarter, beating the consensus estimate of $10.11 by $2.43. The business had revenue of $44.48 billion during the quarter, compared to analyst estimates of $39.47 billion. Valero Energy had a return on equity of 26.74% and a net margin of 5.17%.Valero Energy’s revenue for the quarter was up 48.8% on a year-over-year basis. During the same quarter in the previous year, the company posted $2.28 earnings per share. Sell-side analysts anticipate 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. Investors of record on Friday, July 31st will be paid a dividend of $1.20 per share. The ex-dividend date is Friday, July 31st. This represents a $4.80 dividend on an annualized basis and a dividend yield of 1.4%. Valero Energy’s payout ratio is 19.92%.

About Valero Energy

(Free Report)

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.