Among active 13F managers last quarter, 2 opened and 24 added, while 17 reduced; the largest holder to move was Franklin Templeton Inc (+13%). Over the last 180 days, 1 insider sold and none bought, a net -$5.7M in open-market trades.
The legs disagree, or only one of them leans.
1,759 tracked 13F filers disclose a position in VLO as of the latest SEC 13F filings, a combined $59.7B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 25.1M | $6.5B | ▼−3.3% Reduced · −869K sh | Q2 2026 | |
| 2 | Vanguard Capital Management LLC | 19.4M | $5.1B | ▼−1.2% Reduced · −232K sh | Q2 2026 | |
| 3 | State Street Corp | 18.9M | $4.9B | ▼−3.6% Reduced · −712K sh | Q2 2026 | |
| 4 | Vanguard Portfolio Management LLC | 14.8M | $3.9B | ▼−0.2% Reduced · −34K sh | Q2 2026 | |
| 5 | FMR LLC | 8.5M | $2.2B | ▲+1.6% Added · +135K sh | Q2 2026 | |
| 6 | Geode Capital Management, LLC | 7.3M | $1.9B | ▼−12% Reduced · −1.0M sh | Q2 2026 | |
| 7 | Morgan Stanley | 7.3M | $1.8B | ▼−2.4% Reduced · −181K sh | Q1 2026 | |
| 8 | Norges Bank | 6.8M | $1.1B | ▲+11% Added · +673K sh | Q4 2025 | |
| 9 | Ameriprise Financial Inc | 6.5M | $1.6B | ▲+16% Added · +917K sh | Q1 2026 | |
| 10 | Franklin Templeton Inc | 6.4M | $1.6B | ▲+13% Added · +744K sh | Q1 2026 | |
| 11 | Bank Of America Corp | 5.0M | $1.2B | ▲+11% Added · +517K sh | Q1 2026 | |
| 12 | Price T Rowe Associates Inc | 3.9M | $1.0B | ▼−52% Reduced · −4.2M sh | Q2 2026 | |
| 13 | Barclays PLC | 3.6M | $879.9M | ▼−4.7% Reduced · −176K sh | Q1 2026 | |
| 14 | Northern Trust Corp | 3.2M | $800.1M | ▼−1.4% Reduced · −47K sh | Q1 2026 | |
| 15 | Bank of New York Mellon Corp | 3.0M | $733.7M | ▲+9.4% Added · +255K sh | Q1 2026 | |
| 16 | JPMorgan Chase & Co | 3.0M | $743.1M | ▲+93% Added · +1.4M sh | Q1 2026 | |
| 17 | Charles Schwab Investment Management Inc | 2.9M | $727.4M | ▼−75% Reduced · −9.0M sh | Q1 2026 | |
| 18 | Arrowstreet Capital, Limited Partnership | 2.8M | $702.3M | ▲+18% Added · +442K sh | Q1 2026 | |
| 19 | Nuveen, LLC | 2.7M | $673.2M | ▲+21% Added · +467K sh | Q1 2026 | |
| 20 | Goldman Sachs Group Inc | 2.7M | $661.6M | ▲+11% Added · +270K sh | Q1 2026 | |
| 21 | Amundi | 2.6M | $638.7M | ▲+45% Added · +806K sh | Q1 2026 | |
| 22 | Dimensional Fund Advisors LP | 2.5M | $615.2M | ▼−3.2% Reduced · −82K sh | Q1 2026 | |
| 23 | Massachusetts Financial Services Co | 2.0M | $504.1M | ▲+7.1% Added · +133K sh | Q1 2026 | |
| 24 | UBS Group AG | 1.8M | $435.0M | ▲+14% Added · +219K sh | Q1 2026 | |
| 25 | Legal & General Group Plc | 1.8M | $433.8M | ▼−1.7% Reduced · −30K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 2 funds opened a new position in VLO and 24 added to an existing one, while 17 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 1,125 funds | $362.4B |
| Nvidia CorpNVDA | 1,115 funds | $547.9B |
| Apple IncAAPL | 1,112 funds | $414.3B |
| Amazon.com IncAMZN | 1,108 funds | $280.3B |
| Alphabet Inc-CL AGOOGL | 1,092 funds | $262.0B |
| JPMorgan Chase & CoJPM | 1,083 funds | $101.6B |
| Meta Platforms Inc-Class AMETA | 1,070 funds | $146.9B |
| Eli Lilly & CoLLY | 1,069 funds | $123.4B |
| Broadcom IncAVGO | 1,058 funds | $219.7B |
| Chevron CorpCVX | 1,057 funds | $45.3B |
| Johnson & JohnsonJNJ | 1,053 funds | $73.2B |
| Alphabet Inc-CL CGOOG | 1,049 funds | $169.0B |
Ranked by how many of VLO's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in VLO.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 29, 2026 | Fisher Eric A | SVP | Sell (S) | 8K | $2.0M |
| Jun 18, 2026 | Fisher Eric A | SVP | Sell (S) | 8K | $1.8M |
| May 18, 2026 | Fisher Eric A | SVP | Sell (S) | 8K | $1.9M |
| Mar 12, 2026 | Fisher Eric A | SVP | Sell (S) 2 lots, same day | 400 | $95K |
| Mar 11, 2026 | Fisher Eric A | SVP | Sell (S) | 8K | $1.9M |
| Nov 21, 2025 | Fraser Jason W. | EVP & CFO | Sell (S) | 10K | $1.7M |
| May 9, 2024 | Greene Kimberly S, | Director | Sell (S) | 720 | $114K |
| Aug 14, 2023 | Gorder Joseph W | Director | Sell (S) 2 lots, same day | 76K | $10.3M |
| Nov 16, 2022 | Simmons Gary K. | EVP & CCO | Sell (S) | 2K | $237K |
| Oct 28, 2022 | Gorder Joseph W | COB & CEO, Director | Sell (S) | 38K | $4.8M |
| May 27, 2022 | Riggs R. Lane | President & COO | Sell (S) 2 lots, same day | 18K | $2.3M |
| Oct 25, 2021 | Gorder Joseph W | COB & CEO, Director | Sell (S) | 27K | $2.2M |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 52 | 44 | – |
Insiders Form 4 open-market | 0 | 1 | -$5.7M |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for VLO
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/VLO/capital-change-brief"
Use Arkolith's capital_change_brief for VLO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for VLO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.