Financial Synergies Wealth Advisors Inc. Takes $548,000 Position in Valero Energy Corporation $VLO

21 May 2026, 08:25 by Teresa Graham · The Cerbat Gem

Financial Synergies Wealth Advisors Inc. purchased a new stake in shares of Valero Energy Corporation (NYSE:VLO – Free Report) during the fourth quarter, HoldingsChannel.com reports. The fund purchased 3,366 shares of the oil and gas company’s stock, valued at approximately $548,000.

Other institutional investors have also recently made changes to their positions in the company. Woodline Partners LP boosted its holdings in shares of Valero Energy by 40.7% in the first quarter. Woodline Partners LP now owns 26,747 shares of the oil and gas company’s stock worth $3,532,000 after buying an additional 7,735 shares during the last quarter. Sivia Capital Partners LLC boosted its holdings in shares of Valero Energy by 13.0% in the second quarter. Sivia Capital Partners LLC now owns 1,929 shares of the oil and gas company’s stock worth $259,000 after buying an additional 222 shares during the last quarter. Gamco Investors INC. ET AL purchased a new position in shares of Valero Energy in the second quarter worth approximately $528,000. Sei Investments Co. boosted its holdings in shares of Valero Energy by 11.3% in the second quarter. Sei Investments Co. now owns 269,043 shares of the oil and gas company’s stock worth $36,165,000 after buying an additional 27,291 shares during the last quarter. Finally, Treasurer of the State of North Carolina boosted its holdings in shares of Valero Energy by 0.9% in the second quarter. Treasurer of the State of North Carolina now owns 145,810 shares of the oil and gas company’s stock worth $19,600,000 after buying an additional 1,338 shares during the last quarter. Hedge funds and other institutional investors own 78.69% of the company’s stock.

Insider Activity

In other news, SVP Eric A. Fisher sold 400 shares of Valero Energy stock in a transaction that occurred on Thursday, March 12th. The shares were sold at an average price of $238.60, for a total transaction of $95,440.00. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. 0.36% of the stock is currently owned by insiders.

Analysts Set New Price Targets

A number of equities research analysts have commented on the stock. Argus upgraded shares of Valero Energy to a “hold” rating in a research note on Monday, February 2nd. UBS Group raised their target price on shares of Valero Energy from $215.00 to $280.00 and gave the stock a “buy” rating in a research note on Thursday, April 2nd. Barclays raised their target price on shares of Valero Energy from $184.00 to $261.00 and gave the stock an “overweight” rating in a research note on Wednesday, April 8th. Piper Sandler raised their target price on shares of Valero Energy from $236.00 to $263.00 and gave the stock an “overweight” rating in a research note on Wednesday, April 8th. Finally, Wells Fargo & Company raised their target price on shares of Valero Energy from $220.00 to $292.00 and gave the stock an “overweight” rating in a research note on Tuesday, March 31st. Two equities research analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $237.94.

View Our Latest Report on VLO

Valero Energy Trading Down 3.3%

Valero Energy stock opened at $254.01 on Thursday. The stock has a market cap of $75.42 billion, a P/E ratio of 18.46, a PEG ratio of 0.36 and a beta of 0.58. The company has a debt-to-equity ratio of 0.39, a current ratio of 1.58 and a quick ratio of 1.15. Valero Energy Corporation has a 1 year low of $125.10 and a 1 year high of $263.75. The firm’s 50 day moving average price is $241.10 and its 200-day moving average price is $203.74.

Valero Energy (NYSE:VLO – Get Free Report) last released its quarterly earnings data on Thursday, April 30th. The oil and gas company reported $4.22 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.16 by $1.06. The firm had revenue of $32.38 billion for the quarter, compared to analysts’ expectations of $31.38 billion. Valero Energy had a net margin of 3.37% and a return on equity of 15.94%. The company’s revenue for the quarter was up 7.0% compared to the same quarter last year. During the same quarter last year, the business posted $0.89 earnings per share. On average, equities analysts predict that Valero Energy Corporation will post 28.26 earnings per share for the current fiscal year.

Valero Energy Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 23rd. Stockholders of record on Thursday, May 21st will be given a dividend of $1.20 per share. The ex-dividend date is Thursday, May 21st. This represents a $4.80 annualized dividend and a dividend yield of 1.9%. Valero Energy’s dividend payout ratio (DPR) is presently 34.88%.

Valero Energy Company Profile

(Free Report)

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.