Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
the bull case· 3
4
customers naming VLO as a supplier in their own filings
sec filingsfrom their filings6
disclosed supplier and customer ties in SEC filings
sec filingsedgar8
funds on file reporting a position in VLO
n-portas of Jun 30 '26the bear case· 1
6 of 8
recent reports where the move came in under the options implied range
earnings historyimplied vs realizedSides and captions by the model; every figure is ours. Built Sep 16 '26 for the Oct 22 '26 report. Not a forecast, not advice.
1,978 managers report a position worth $65.2B between them, and 62 of them hold 80% of it.
tall tick = annual report · 1 on record
Valero Energy Corporation manufactures, markets, and sells transportation fuels and petrochemical products in the United States, Canada, the United Kingdom, Ireland, and internationally. The company operates through three segments: Refining, Renewable Diesel, and Ethanol. It produces conventional, premium, and reformulated gasolines; gasoline meeting the specifications of the California Air Resources Board (CARB); diesel fuels, and low-sulfur and ultra-low-sulfur diesel fuels; CARB diesel; other distillates; jet fuels; blendstocks; and asphalts, petrochemicals, lubricants, and other refined petroleum products, as well as sells lube oils and natural gas liquids. As of December 31, 2021, the company owned 15 petroleum refineries with a combined throughput capacity of approximately 3.2 million barrels per day; and 12 ethanol plants with a combined ethanol production capacity of approximately 1.6 billion gallons per year. It sells its refined products through wholesale rack and bulk markets; and through approximately 7,000 outlets under the Valero, Beacon, Diamond Shamrock, Shamrock, Ultramar, and Texaco brands. The company also produces and sells ethanol, dry distiller grains, syrup, and inedible corn oil primarily to animal feed customers. In addition, it owns and operates crude oil and refined petroleum products pipelines, terminals, tanks, marine docks, truck rack bays, and other logistics assets; and owns and operates a plant that processes animal fats, used cooking oils, and inedible distillers corn oils into renewable diesel. The company was formerly known as Valero Refining and Marketing Company and changed its name to Valero Energy Corporation in August 1997. Valero Energy Corporation was founded in 1980 and is headquartered in San Antonio, Texas.
Of the 6 companies Valero Energy Corp moves with most closely, 3 also share its SEC classification.
Measured against 499 trading days of our own closes. Co-movement, not cause.
SIC 2911, Petroleum Refining, from each company's own filings. Largest first.
A rule beside a ticker marks a company that appears in both readings.
Which of these the filings never mention ›Valero Energy Corp
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
NYSE · Petroleum Refining
High 403.96 at 12:15 pm ET, low 392.50 at 8:30 am ET.
VLO (Valero Energy Corp) has 2 disclosed suppliers and 4 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for its filing sentence; select again to open the company. Nearer the centre, the more the filings disclose. Extended: satellites hang off single companies, not bundled sectors.
Largest move on the map today: TALO −2.84%, in energy & real estate.