8,885 Shares in Valero Energy Corporation $VLO Purchased by Legacy Financial Independent Advisors LLC

Posted by George Bondi on Nov 6th, 2026

Legacy Financial Independent Advisors LLC purchased a new stake in shares of Valero Energy Corporation (NYSE:VLO – Free Report) during the 3rd quarter, Holdings Channel.com reports. The fund purchased 8,885 shares of the oil and gas company’s stock, valued at approximately $3,444,000. Valero Energy accounts for about 1.7% of Legacy Financial Independent Advisors LLC’s portfolio, making the stock its 20th biggest position.

Other hedge funds and other institutional investors have also modified their holdings of the company. Whipplewood Advisors LLC raised its position in Valero Energy by 3,400.0% in the 1st quarter. Whipplewood Advisors LLC now owns 105 shares of the oil and gas company’s stock worth $26,000 after purchasing an additional 102 shares during the last quarter. Cornerstone Financial Management LLC raised its position in shares of Valero Energy by 57.6% during the second quarter. Cornerstone Financial Management LLC now owns 104 shares of the oil and gas company’s stock worth $27,000 after acquiring an additional 38 shares during the last quarter. Valued Wealth Advisors LLC raised its position in shares of Valero Energy by 134.0% during the first quarter. Valued Wealth Advisors LLC now owns 117 shares of the oil and gas company’s stock worth $29,000 after acquiring an additional 67 shares during the last quarter. Balance Wealth Partners LLC acquired a new position in shares of Valero Energy during the third quarter valued at $32,000. Finally, Global Assets Advisory LLC acquired a new position in shares of Valero Energy during the first quarter valued at $33,000. Institutional investors and hedge funds own 78.69% of the company’s stock.

Key Headlines Impacting Valero Energy

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

Positive Sentiment: Zacks added VLO to its Rank #1 (Strong Buy) growth-stock list, offering a favorable near-term analyst signal. Article: Best Growth Stocks to Buy for November 5th
Positive Sentiment: Valero’s reported $320.5 million Houston refinery acquisition could expand its Gulf Coast footprint, adding 165,000 barrels per day of planned capacity. The expansion may support future growth, though the article frames it as a potential catalyst. Article: Valero’s $320.5M Houston Refinery Deal: A Growth Catalyst for VLO?
Positive Sentiment: Coverage highlighted strong third-quarter results for Valero and other refiners, supported by refining margins and favorable energy-market conditions. Article: The Zacks Analyst Blog Highlights Phillips 66, Valero Energy and HF Sinclair
Neutral Sentiment: Mizuho raised its price target slightly, from $434 to $436, but kept a Neutral rating—suggesting a higher valuation estimate without a stronger recommendation. Article: Tickerreport.com
Negative Sentiment: Valero fell with other oil refiners in a broad sector selloff following Democrats’ Senate win. The group’s weakness, rather than a reported Valero-specific setback, was cited as a driver of the decline. Article: Oil stocks slide after Democrats win the Senate

Analyst Ratings Changes

A number of analysts recently commented on the company. Weiss Ratings upgraded Valero Energy from a “buy (b+)” rating to a “buy (a-)” rating in a research report on Thursday, October 29th. Freedom Broker downgraded shares of Valero Energy from a “hold” rating to a “sell” rating and set a $276.00 target price on the stock. in a research report on Friday, October 23rd. Barclays raised their target price on shares of Valero Energy from $441.00 to $443.00 and gave the company an “overweight” rating in a research note on Friday, October 23rd. Piper Sandler lifted their price target on shares of Valero Energy from $329.00 to $435.00 and gave the stock an “overweight” rating in a research report on Thursday, September 3rd. Finally, Morgan Stanley boosted their price target on shares of Valero Energy from $411.00 to $420.00 and gave the stock an “equal weight” rating in a research note on Monday. Three investment analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating, eight have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat, Valero Energy presently has a consensus rating of “Moderate Buy” and an average target price of $406.32.

Check Out Our Latest Stock Report on VLO

Valero Energy Price Performance

Valero Energy stock opened at $350.89 on Friday. The firm has a market capitalization of $101.03 billion, a P/E ratio of 7.89, a PEG ratio of 0.19 and a beta of 0.58. Valero Energy Corporation has a 1 year low of $159.90 and a 1 year high of $461.52. The business has a 50-day moving average of $399.62 and a 200-day moving average of $288.80. The company has a current ratio of 1.72, a quick ratio of 1.33 and a debt-to-equity ratio of 0.32.

Valero Energy (NYSE:VLO – Get Free Report) last announced its quarterly earnings results on Thursday, October 22nd. The oil and gas company reported $23.90 EPS for the quarter, beating analysts’ consensus estimates of $21.17 by $2.73. The company had revenue of $46.10 billion during the quarter, compared to analysts’ expectations of $42.71 billion. Valero Energy had a return on equity of 45.90% and a net margin of 8.44%. Valero Energy’s revenue was up 43.3% on a year-over-year basis. During the same period in the prior year, the business posted $3.66 EPS. On average, equities analysts anticipate that Valero Energy Corporation will post 57.83 EPS for the current year.

Valero Energy Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, December 21st. Shareholders of record on Tuesday, November 24th will be paid a $1.20 dividend. This represents a $4.80 annualized dividend and a yield of 1.4%. The ex-dividend date of this dividend is Tuesday, November 24th. Valero Energy’s dividend payout ratio is presently 10.80%.

Valero Energy Company Profile

(Free Report)

Valero Energy Corporation is an international energy company headquartered in San Antonio, Texas. The company’s primary business is refining and marketing transportation fuels, including gasoline, diesel, jet fuel and other products used by commercial, industrial and consumer customers.

Valero operates refineries in the United States, Canada and the United Kingdom. Its refining operations also produce asphalt, petrochemical feedstocks and other petroleum-based products. The company markets fuel through wholesale channels and branded retail networks, including Valero, Beacon and Shamrock-branded locations.

In addition to conventional refining, Valero has businesses focused on renewable fuels.