Recurrent Investment Advisors LLC Sells 3,784 Shares of Valero Energy Corporation $VLO

Recurrent Investment Advisors LLC trimmed its position in shares of Valero Energy Corporation (NYSE:VLO) by 62.7% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 2,251 shares of the oil and gas company’s stock after selling 3,784 shares during the quarter. Recurrent Investment Advisors LLC’s holdings in Valero Energy were worth $556,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also recently made changes to their positions in VLO. V Square Quantitative Management LLC lifted its position in shares of Valero Energy by 0.6% during the first quarter. V Square Quantitative Management LLC now owns 6,670 shares of the oil and gas company’s stock valued at $1,648,000 after purchasing an additional 42 shares in the last quarter. CYBER HORNET ETFs LLC increased its stake in Valero Energy by 5.5% in the 4th quarter. CYBER HORNET ETFs LLC now owns 975 shares of the oil and gas company’s stock valued at $159,000 after buying an additional 51 shares during the last quarter. Bruce G. Allen Investments LLC lifted its position in shares of Valero Energy by 32.9% during the 4th quarter. Bruce G. Allen Investments LLC now owns 206 shares of the oil and gas company’s stock worth $34,000 after buying an additional 51 shares in the last quarter. Providence Wealth Advisors LLC boosted its stake in shares of Valero Energy by 0.5% in the 4th quarter. Providence Wealth Advisors LLC now owns 9,610 shares of the oil and gas company’s stock worth $1,564,000 after buying an additional 52 shares during the last quarter. Finally, KPP Advisory Services LLC grew its holdings in shares of Valero Energy by 2.5% in the first quarter. KPP Advisory Services LLC now owns 2,156 shares of the oil and gas company’s stock valued at $533,000 after acquiring an additional 52 shares in the last quarter. Institutional investors own 78.69% of the company’s stock.

Insiders Place Their Bets

In other news, SVP Eric A. Fisher sold 7,500 shares of Valero Energy stock in a transaction dated 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 transaction, the senior vice president owned 19,742 shares in the company, valued at $5,294,212.14. This trade represents a 27.53% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. 0.36% of the stock is owned by corporate insiders.

Analyst Ratings Changes

A number of analysts recently commented on the company. Weiss Ratings upgraded Valero Energy from a “hold (c+)” rating to a “buy (b-)” rating in a report on Thursday, July 23rd. UBS Group reiterated a “buy” rating and set a $280.00 target price on shares of Valero Energy in a research note on Thursday, June 11th. Wells Fargo & Company increased their price target on shares of Valero Energy from $220.00 to $292.00 and gave the company an “overweight” rating in a research report on Tuesday, March 31st. Wall Street Zen upgraded shares of Valero Energy from a “buy” rating to a “strong-buy” rating in a research note on Saturday, April 4th. Finally, Morgan Stanley increased their target price on shares of Valero Energy from $232.00 to $255.00 and gave the company an “equal weight” rating in a research report on Friday, June 12th. One research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $266.71.

Valero Energy Stock Performance

Shares of VLO opened at $299.32 on Wednesday. Valero Energy Corporation has a 1 year low of $130.78 and a 1 year high of $320.24. The company has a debt-to-equity ratio of 0.39, a current ratio of 1.58 and a quick ratio of 1.15. The stock’s fifty day moving average price is $266.89 and its two-hundred day moving average price is $236.48. The firm has a market cap of $88.88 billion, a PE ratio of 21.75, a PEG ratio of 0.20 and a beta of 0.55.

Valero Energy (NYSE:VLO) last posted its quarterly 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 15.94% and a net margin of 3.37%.The company had revenue of $32.38 billion during the quarter, compared to the consensus estimate of $31.38 billion. During the same quarter in the prior year, the company earned $0.89 EPS. The firm’s quarterly revenue was up 7.0% compared to the same quarter last year. On average, equities research analysts forecast that Valero Energy Corporation will post 36.46 EPS for the current year.

Valero Energy Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Monday, August 31st. Shareholders of record on Friday, July 31st will be given a dividend of $1.20 per share. This represents a $4.80 dividend on an annualized basis and a yield of 1.6%. The ex-dividend date is Friday, July 31st. Valero Energy’s dividend payout ratio (DPR) is currently 34.88%.

Trending Headlines about Valero Energy

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

• Positive Sentiment: Elevated gasoline and diesel crack spreads, along with resilient fuel demand, are expected to support Valero’s second-quarter results for the period ended June 2026. Strong refining margins could lead to results that meet or exceed Wall Street expectations. Valero Energy Q2 Earnings on Deck: What’s in Store for the Stock?
• Positive Sentiment: Refiners including VLO have benefited from disruptions linked to Iran-related tensions, which have contributed to tighter fuel markets and unusually strong crack spreads. Buybacks and dividends add to the sector’s shareholder-return appeal. Refiner Stocks Are Near Record Highs—Can Iran-Driven Margins Keep Them There?
• Positive Sentiment: Higher oil prices related to geopolitical tensions and rising energy demand are helping keep energy stocks, including Valero, in focus as investors look for companies that can benefit from constrained supply. Oil Prices Are Surging and These 4 Stocks Are Cashing In
• Neutral Sentiment: Analysts are concentrating on Valero’s revenue, earnings and operating metrics ahead of the quarterly release. The estimates create the potential for a positive or negative earnings reaction depending on the size of any beat or miss. Gear Up for Valero Energy Q2 Earnings: Wall Street Estimates for Key Metrics
• Negative Sentiment: High crude costs could pressure refining spreads, while volatility in Valero’s renewable diesel business may make earnings less predictable. These risks could limit further upside if margins normalize or the company’s results fall short of elevated expectations. Valero Energy Q2 Earnings on Deck: What’s in Store for the Stock?

About Valero Energy

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.