Patriot Financial Group Invests in Valero Energy

The institutional investor purchased over $1 million in Valero shares during Q4 2025.

Apr. 19, 2026 at 10:10am

Got story updates? Submit your updates here. ›

An extreme close-up of heavy, industrial oil refinery equipment and machinery in shades of grey, black, and silver, conceptually representing the tangible assets and infrastructure of a major energy company.A close-up view of Valero Energy's industrial refining operations highlights the company's substantial physical assets and infrastructure.San Antonio Today

Patriot Financial Group Insurance Agency LLC purchased a new position in shares of Valero Energy Corporation (NYSE:VLO) during the fourth quarter, according to the company's most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 8,253 shares of the oil and gas company's stock, valued at approximately $1,344,000.

Why it matters

Valero Energy is one of the largest independent oil refiners in the United States, with a significant presence in the Southwestern and Gulf Coast regions. This investment by Patriot Financial Group reflects ongoing institutional interest in the energy sector, particularly in major players like Valero that have weathered recent market volatility.

The details

Several other institutional investors have also recently made changes to their Valero Energy holdings. Montecito Bank & Trust grew its stake by 1.4% during the 4th quarter, while Waddell & Associates LLC and DSG Capital Advisors LLC also increased their positions. Insider transactions included the sale of 8,311 shares by SVP Eric A. Fisher in March 2026.

  • Patriot Financial Group made the investment in Q4 2025.
  • The 13F filing disclosing the transaction was submitted on April 19, 2026.

The players

Patriot Financial Group Insurance Agency LLC

An institutional investor that purchased over $1 million in Valero Energy shares in Q4 2025.

Valero Energy Corporation

A San Antonio-based integrated downstream energy company that manufactures and markets transportation fuels, petrochemical feedstocks, and other industrial products.

Eric A. Fisher

A senior vice president at Valero Energy who sold 8,311 shares of the company's stock in March 2026.

Got photos? Submit your photos here. ›

What’s next

Investors will be watching to see if Patriot Financial Group continues to increase its stake in Valero Energy in future quarters.

The takeaway

This investment by Patriot Financial Group reflects ongoing institutional interest in major energy companies like Valero that have navigated recent market volatility. Valero's diversified operations and geographic footprint make it an attractive target for investors seeking exposure to the oil and gas sector.