Signals

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☆VLO

86 in-universe funds with a nonzero position in VLO within the trailing 4 quarters, as of 2025Q1

Flow ranking

Rank#10419
Score / z0.000 / -0.03
Consensus30.25 over 55 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+14% / 4.6d

Forensics

Issuance as of 2026Q2
Accrual ratio-0.029
F-score—
M-score—
Net issuance100.0%
See the full series →

Insider

Score+0.00
Buys / cluster sells0 / 0
DateInsiderCodeValue
2026-09-18 Reymond Robert L M —
2026-09-16 Simmons Gary K. G —

8-K events

Negative / total0 / 3
FiledFormItems
2026-09-18 8-K 5.02, 7.01, 9.01
2026-07-30 8-K 2.02, 9.01
2026-07-16 8-K 7.01
2026-05-08 8-K 5.02, 5.07, 8.01, 9.01
2026-04-30 8-K 2.02, 9.01
2026-03-09 8-K 1.01, 9.01
2026-01-29 8-K 2.02, 9.01
2025-10-29 8-K 5.02, 7.01, 9.01
2025-10-23 8-K 2.02, 9.01
2025-10-16 8-K 1.01, 2.03, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2026-03-09 424B5 VALERO ENERGY CORP/TX
2026-03-05 424B5 VALERO ENERGY CORP/TX
2025-02-06 424B5 VALERO ENERGY CORP/TX
2025-02-04 424B5 VALERO ENERGY CORP/TX
2022-02-03 424B5 VALERO ENERGY CORP/TX
2022-02-02 424B5 VALERO ENERGY CORP/TX
2021-11-19 424B5 VALERO ENERGY CORP/TX
2021-11-18 424B5 VALERO ENERGY CORP/TX
2020-09-09 424B5 VALERO ENERGY CORP/TX
2020-09-08 424B5 VALERO ENERGY CORP/TX
Showing the 10 most recent.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
–
Fund Positions
–
Quarters Held
–

Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 1,048.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 591.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 263.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 146.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 145.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 83.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 72.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 49.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Aware Super Pty Ltd as trustee of Aware Super CIK 0002012816 0.640 236 27.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 27.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 22.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 17.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 17.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 16.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STRS OHIO CIK 0000820478 0.777 2154 16.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 14.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 12.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 11.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 10.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Street Capital Management, LLC CIK 0001595533 0.343 31 8.8 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Generali Asset Management SPA SGR CIK 0002046751 0.647 526 8.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆IFM Investors Pty Ltd CIK 0001698246 0.822 641 8.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hamilton Capital Partners Inc. CIK 2141005 0.591 214 7.5 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 6.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bell & Brown Wealth Advisors, LLC CIK 0001725362 0.362 73 5.7 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 4.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CCM INVESTMENT GROUP, LLC CIK 0002067069 0.658 207 4.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 3.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ONTARIO TEACHERS PENSION PLAN BOARD CIK 0000937567 0.000 55 3.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cherokee Insurance Co CIK 0002077903 0.224 124 3.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 1.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 1.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Alamar Capital Management, LLC CIK 0001846995 0.259 88 1.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆DSG Capital Advisors, LLC CIK 0002060765 0.526 118 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Catherine Avery Investment Management LLC CIK 0002103454 0.174 166 1.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Manske Wealth Management CIK 0002095143 0.466 226 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Fearless Solutions, LLC dba Best Invest CIK 0002094159 0.240 139 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Leonteq Securities AG CIK 0001535950 0.270 1190 0.7 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hara Capital LLC CIK 0002010015 0.171 307 0.6 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Management Associates, Inc. CIK 0002067339 0.209 254 0.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Mullaney, Keating & Wright, Inc. CIK 0002135840 0.681 74 0.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EAGLE HARBOR ASSET MANAGEMENT INC /ADV CIK 1088388 0.176 135 0.5 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fulcrum Equity Management CIK 0001737888 0.098 140 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UHLMANN PRICE SECURITIES, LLC CIK 0001035344 0.952 291 0.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Old North State Trust, LLC CIK 0001760444 0.248 151 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ABN AMRO INVESTMENT SOLUTIONS CIK 0002080520 0.678 616 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Portside Wealth Group, LLC CIK 0001978608 0.273 505 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 0.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA CIK 0002071170 0.206 690 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANZ SE CIK 0001127508 0.910 519 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 0.332 231 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROADWATER CAPITAL MANAGEMENT LLC CIK 0002084339 0.313 208 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.548 959 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ravenstone Capital Management Inc. CIK 2086041 0.426 54 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Unique Wealth Strategies, LLC CIK 2009809 0.129 214 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just VLO). Qtrs Held counts distinct quarters this fund has actually held VLO (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VLO position size. Δ columns are the percentage-point change in VLO's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2024Q4 / 2024Q3 / 2024Q2 / 2024Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status