Amanah Holdings Trust 13F: New $144M Stake in Valero Energy (VLO)

Amanah Holdings Trust opened a new position in Valero Energy Corporation VLO, purchasing 371,140 shares with a reported value of about $143.9 million. The investment was revealed in a Form 13F filing submitted to the Securities and Exchange Commission on October 23, 2026.

VLO Valero Energy Corporation

$419.28 ▲ +157.38% year to date

1M 3M YTD

Daily close · Oct 23, 2026

What Changed in Amanah Holdings Trust's Valero Energy Position

The newly reported stake represents 371,140 shares held by Amanah Holdings Trust. Because this is a brand-new position, there were no previous shares or percentage changes to report. Valero Energy Corporation closed at $419.28 on the filing date of October 23, 2026.

Other Institutional Activity in Valero Energy

Other large funds made moves in Valero Energy around the same reporting period. Montrusco Bolton Investments reduced its holdings by 168,483 shares, ending with 468,483 shares worth about $181.8 million. Mirae Asset Securities closed out its position by selling all 32,574 shares it held, dropping its stake to zero. Sterling Capital Management trimmed its holdings by 16,852 shares, leaving it with 44,824 shares valued at about $17.4 million. Meanwhile, SBI Securities grew its stake by 10,878 shares to end with 12,672 shares worth about $4.9 million, and Charles Schwab Trust opened a new holding of 1,100 shares worth about $426,371.

Valero Energy Corporation Stock Down 2.4%

Valero Energy Corporation recently traded around $426.28 as of October 24, 2026, putting the stock up about 1.7% from its $419.28 close on the filing date. The shares sit 9.1% above their 50-day moving average of $390.88 and 52.7% above their 200-day moving average of $279.22. The stock trades 7.6% below its 52-week high of $461.52 and well above its 52-week low of $159.90.

Recent Earnings

Valero Energy Corporation operates in the oil and gas refining and marketing sector. The company posts trailing twelve month revenue of $146.6 billion and basic earnings per share of $43.97, backed by a net profit margin of 8.8%. Its next quarterly earnings report is scheduled for January 28, 2027.

Dividend

Valero Energy Corporation pays an annual dividend rate of $4.80 per share, which translates to a dividend yield of 1.13%. The payout ratio stands at 19.4% of earnings.

Insider Buying and Selling at Valero Energy Corporation

Company insiders completed several transactions prior to the filing. Officer Eric A Fisher sold 7,500 shares on May 18, 2026, at a price of $251.61 for a total value of about $1.9 million. Fisher sold another 7,500 shares on June 18, 2026, at $236.90 for about $1.8 million. Later in the month on June 29, 2026, Eric Fisher sold 7,500 shares at $268.17 for about $2.0 million, and Eric A Fisher sold an additional 7,500 shares at the same price of $268.17 for about $2.0 million.

Analysts Set New Price Targets

Wall Street firms updated their views on the stock around the filing date. TD Cowen maintained a hold rating and raised its price target from $375.00 to $400.00 on October 22, 2026. On October 23, 2026, Freedom Broker downgraded the stock to a sell rating with a $276.00 price target. Citigroup maintained a neutral rating with a price target of $490.00, Wells Fargo maintained an overweight rating with a price target of $489.00, and Barclays maintained an overweight rating with a price target of $443.00. Across the broader analyst community, Valero Energy carries a consensus buy recommendation from 19 analysts, with a mean price target of $418.79.

About Valero Energy

Valero Energy Corporation manufactures and markets transportation fuels and petrochemical products. Headquartered in San Antonio, Texas, the company operates refining, renewable diesel, and ethanol production segments across the United States, Canada, Europe, and Latin America.

Bottom Line

Investors will look toward Valero Energy Corporation's upcoming earnings report on January 28, 2027, for further updates on refining margins and fuel demand. Additional SEC filings will show whether institutional managers continue to adjust their positions in the energy company.