Valero Energy Corporation
MX ˙ BMV ˙ US91913Y1001
SecurityMX:VLO / Valero Energy Corporation
InstitutionGradient Investments LLC
Latest Disclosed Ownership4,759 shares
Latest Disclosed Value $ 1,175,854
Gradient Investments LLC reports 27.38% increase in ownership of VLO / Valero Energy Corporation

On April 13, 2026 - Gradient Investments LLC filed a 13F-HR form disclosing ownership of 4,759 shares of Valero Energy Corporation (MX:VLO) valued at $1,175,854 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 3,736 shares of Valero Energy Corporation. This represents a change in shares of 27.38% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F VALERO ENERGY COM 91913Y100 4,759 1,023 27.38 1,176 93.26 0.0182
2026-01-08 2025-12-31 13F VALERO ENERGY COM 91913Y100 3,736 -229 -5.78 608 -9.93 0.0097
2025-10-06 2025-09-30 13F VALERO ENERGY COM 91913Y100 3,965 -351 -8.13 675 16.38 0.0113
2025-07-08 2025-06-30 13F VALERO ENERGY COM 91913Y100 4,316 130 3.11 580 5.07 0.0106
2025-04-09 2025-03-31 13F VALERO ENERGY COM 91913Y100 4,186 -432 -9.35 553 -2.47 0.0112
2025-01-21 2024-12-31 13F VALERO ENERGY COM 91913Y100 4,618 -280 -5.72 566 -14.37 0.0115
2024-10-15 2024-09-30 13F VALERO ENERGY COM 91913Y100 4,898 -406 -7.65 661 -20.46 0.0138
2024-07-18 2024-06-30 13F VALERO ENERGY COM 91913Y100 5,304 518 10.82 831 1.84 0.0187
2024-04-23 2024-03-31 13F VALERO ENERGY COM 91913Y100 4,786 -3,425 -41.71 817 -23.52 0.0189
2024-01-18 2023-12-31 13F VALERO ENERGY COM 91913Y100 8,211 4,182 103.80 1,067 87.19 0.0258
2023-10-27 2023-09-30 13F VALERO ENERGY COM 91913Y100 4,029 0 0.00 571 20.76 0.0151
2023-07-11 2023-06-30 13F VALERO ENERGY COM 91913Y100 4,029 8 0.20 473 -15.86 0.0122
2023-04-17 2023-03-31 13F VALERO ENERGY COM 91913Y100 4,021 -82 -2.00 561 7.88 0.0153
2023-01-10 2022-12-31 13F VALERO ENERGY COM 91913Y100 4,103 111 2.78 521 21.78 0.0164
2022-10-14 2022-09-30 13F VALERO ENERGY COM 91913Y100 3,992 0 0.00 427 0.71 0.0131
2022-07-11 2022-06-30 13F VALERO ENERGY COM 91913Y100 3,992 -1,593 -28.52 424 -25.22 0.0124
2022-05-26 2022-03-31 13F VALERO ENERGY COM 91913Y100 5,585 793 16.55 567 57.50 0.0146
2022-01-12 2021-12-31 13F VALERO ENERGY COM 91913Y100 4,792 423 9.68 360 16.88 0.0091
2021-10-18 2021-09-30 13F VALERO ENERGY COM 91913Y100 4,369 -107 -2.39 308 -12.00 0.0086
2021-07-12 2021-06-30 13F VALERO ENERGY COM 91913Y100 4,476 -15,843 -77.97 350 -75.95 0.0102
2021-04-21 2021-03-31 13F VALERO ENERGY COM 91913Y100 20,319 15,825 352.14 1,455 646.15 0.0473
2021-01-08 2020-12-31 13F VALERO ENERGY COM 91913Y100 4,494 0 0.00 195 0.00 0.0083
2020-10-06 2020-09-30 13F VALERO ENERGY COM 91913Y100 4,494 -94 -2.05 195 -27.78 0.0082
2020-07-10 2020-06-30 13F VALERO ENERGY COM 91913Y100 4,588 133 2.99 270 33.66 0.0123
2020-04-07 2020-03-31 13F VALERO ENERGY COM 91913Y100 4,455 3,488 360.70 202 121.98 0.0109
2020-01-15 2019-12-31 13F VALERO ENERGY CORP COM 91913Y100 967 -890 -47.93 91 -42.41 0.0041
2019-10-10 2019-09-30 13F VALERO ENERGY CORP COM 91913Y100 1,857 368 24.71 158 24.41 0.0077
2019-07-16 2019-06-30 13F VALERO ENERGY CORP COM 91913Y100 1,489 1,450 3,717.95 127 4,133.33 0.0065
2019-04-11 2019-03-31 13F VALERO ENERGY CORP COM 91913Y100 39 -37 -48.68 3 -50.00 0.0002
2019-01-18 2018-12-31 13F VALERO ENERGY CORP COM 91913Y100 76 -1,277 -94.38 6 -96.10 0.0004
2018-10-11 2018-09-30 13F VALERO ENERGY CORP COM 91913Y100 1,353 548 68.07 154 73.03 0.0079
2018-08-09 2018-06-30 13F VALERO ENERGY CORP COM 91913Y100 805 -17 -2.07 89 17.11 0.0048
2018-04-10 2018-03-31 13F VALERO ENERGY CORP COM 91913Y100 822 -2 -0.24 76 0.00 0.0041
2018-02-07 2017-12-31 13F VALERO ENERGY CORP COM 91913Y100 824 -105,918 -99.23 76 -99.07 0.0044
2017-10-16 2017-09-30 13F VALERO ENERGY CORP COM 91913Y100 106,742 3,992 3.89 8,212 18.47 0.5247
2017-07-19 2017-06-30 13F VALERO ENERGY CORP COM 91913Y100 102,750 6,089 6.30 6,932 8.18 0.4863
2017-04-11 2017-03-31 13F VALERO ENERGY CORP COM 91913Y100 96,661 3,953 4.26 6,408 1.17 0.4902
2017-01-17 2016-12-31 13F VALERO ENERGY CORP COM 91913Y100 92,708 5,016 5.72 6,334 36.27 0.5550
2016-10-11 2016-09-30 13F VALERO ENERGY CORP COM 91913Y100 87,692 7,157 8.89 4,648 13.17 0.4567
2016-07-14 2016-06-30 13F VALERO ENERGY CORP COM 91913Y100 80,535 79,873 12,065.41 4,107 9,678.57 0.4446
2016-04-13 2016-03-31 13F VALERO ENERGY CORP COM 91913Y100 662 0 0.00 42 -10.64 0.0052
2016-01-19 2015-12-31 13F VALERO ENERGY CORP COM 91913Y100 662 662 0.00 47 0.0063
2015-10-14 2015-09-30 13F VALERO ENERGY CORP COM 91913Y100 0 -35 -100.00 0 -100.00
2015-08-25 2015-06-30 13F VALERO ENERGY CORP COM 91913Y100 35 0 0.00 2 0.00 0.0003
2015-04-10 2015-03-31 13F VALERO ENERGY CORP COM 91913Y100 35 0 0.00 2 0.00 0.0003
2015-01-15 2014-12-31 13F VALERO ENERGY CORP COM 91913Y100 35 0 0.00 2 0.00 0.0003
2014-10-14 2014-09-30 13F VALERO ENERGY CORP COM 91913Y100 35 0 0.00 2 0.00 0.0004
2014-04-11 2014-03-31 13F VALERO ENERGY CORP COM 91913Y100 35 -1,365 -97.50 2 -97.18 0.0005
2014-01-13 2013-12-31 13F VALERO ENERGY CORP COM 91913Y100 1,400 1,400 71 0.0189
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.