Corient Private Wealth LP Has $121.81 Million Stock Position in Valero Energy Corporation $VLO

Corient Private Wealth LP lifted its stake in Valero Energy Corporation (NYSE:VLO) by 94.4% during the 2nd quarter, Holdings Channel reports. The firm owned 467,703 shares of the oil and gas company’s stock after acquiring an additional 227,083 shares during the period. Corient Private Wealth LP’s holdings in Valero Energy were worth $121,809,000 at the end of the most recent quarter.

A number of other institutional investors have also made changes to their positions in the stock. Whipplewood Advisors LLC boosted its holdings in 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 worth $26,000 after buying an additional 102 shares during the last quarter. JPL Wealth Management LLC acquired a new position in shares of Valero Energy during the 3rd quarter worth about $27,000. Financial Life Planners bought a new stake in shares of Valero Energy in the 1st quarter valued at about $28,000. Valued Wealth Advisors LLC increased its stake in shares of Valero Energy by 134.0% in the 1st quarter. Valued Wealth Advisors LLC now owns 117 shares of the oil and gas company’s stock valued at $29,000 after acquiring an additional 67 shares during the last quarter. Finally, Torren Management LLC acquired a new stake in shares of Valero Energy in the 4th quarter valued at approximately $30,000. 78.69% of the stock is owned by institutional investors and hedge funds.

Valero Energy News Roundup

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

• Positive Sentiment: Strong refining environment supports earnings: Valero and Marathon Petroleum have more than doubled in 2026 as global refining margins surged amid supply disruptions. Barron’s reportedly sees additional upside for U.S. refiners if favorable market conditions persist. Marathon Petroleum and Valero Energy Have Exploded in 2026, But Barron’s Sees More Upside
• Positive Sentiment: Cash and balance-sheet strength may support shareholder returns: Analysts highlight Valero’s approximately $7.9 billion cash balance, low leverage, and history of capital returns. Refinery upgrades could improve future cash generation and provide flexibility for dividends, buybacks, or debt management. Will Valero’s Excess Cash Translate Into Higher Shareholder Returns?
• Positive Sentiment: Analyst and style-screen support remains favorable: Valero is being promoted as a growth, value, low-beta, and low-leverage idea. Zacks lists VLO among its Strong Buy growth stocks, while the average Wall Street recommendation is equivalent to Buy. Falling Treasury yields may also improve the appeal of financially resilient companies. Best Growth Stocks to Buy for August 25th
• Neutral Sentiment: Valero compares favorably with Marathon Petroleum: Marathon offers a lower valuation and MPLX exposure, but commentary favors Valero for its stronger balance sheet and share-price momentum. Marathon vs. Valero: Which Refining Stock Is the Better Buy Now?
• Negative Sentiment: Valuation creates downside risk: After substantial gains, including strong one- and three-month performance, some analysis questions whether Valero now trades above fair value. Investors may therefore become more sensitive to weaker refining margins or profit-taking. Is Valero Energy Fully Valued as Shares Trade Above Fair Value?

Analysts Set New Price Targets

Several research analysts recently weighed in on VLO shares. UBS Group lifted their price objective on shares of Valero Energy from $280.00 to $355.00 and gave the stock a “buy” rating in a research note on Friday, July 31st. Jefferies Financial Group set a $350.00 target price on shares of Valero Energy in a research note on Monday, August 3rd. Barclays increased their target price on shares of Valero Energy from $279.00 to $323.00 and gave the stock an “overweight” rating in a report on Friday, July 31st. TD Cowen lifted their price target on shares of Valero Energy from $338.00 to $350.00 and gave the stock a “hold” rating in a research report on Monday, August 3rd. Finally, Raymond James Financial boosted their price target on shares of Valero Energy from $300.00 to $340.00 and gave the company a “strong-buy” rating in a report on Monday, July 13th. Two analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $288.00.

Valero Energy Trading Up 2.4%

NYSE:VLO opened at $348.67 on Thursday. The company has a debt-to-equity ratio of 0.37, a current ratio of 1.64 and a quick ratio of 1.23. The business’s 50-day simple moving average is $299.01 and its 200-day simple moving average is $257.39. Valero Energy Corporation has a fifty-two week low of $146.76 and a fifty-two week high of $353.00. The stock has a market capitalization of $100.39 billion, a PE ratio of 14.47, a price-to-earnings-growth ratio of 0.22 and a beta of 0.55.

Valero Energy (NYSE:VLO) last posted its earnings results on Thursday, July 30th. The oil and gas company reported $12.54 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $10.11 by $2.43. The business had revenue of $44.48 billion during the quarter, compared to analysts’ expectations 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% compared to the same quarter last year. During the same period in the prior year, the business earned $2.28 EPS. Sell-side analysts expect that Valero Energy Corporation will post 40.62 earnings per share for the current fiscal year.

Valero Energy Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Monday, August 31st. Stockholders of record on Friday, July 31st will be issued a $1.20 dividend. This represents a $4.80 annualized dividend and a dividend yield of 1.4%. The ex-dividend date is Friday, July 31st. Valero Energy’s dividend payout ratio is 19.92%.

Insider Activity

In other news, SVP Eric A. Fisher sold 7,500 shares of the stock in a transaction on Monday, June 29th. The shares were sold at an average price of $268.17, for a total transaction of $2,011,275.00. Following the completion of the sale, the senior vice president owned 19,742 shares of the company’s stock, valued at $5,294,212.14. This represents a 27.53% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.36% of the stock is owned by corporate insiders.

Valero Energy Company Profile

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.