Company facts
- Industry
- Petroleum Refining
- Headquarters
- San Antonio, Texas
- Most recent report
- 10-Q, filed Jul 30, 2026
- Incorporated
- Delaware
- Filings on record
- 1,000+ filings
- On EDGAR
- CIK 1035002
- Fiscal year ends
- December
- Filer status
- Large accelerated filer
Financials 8 of 55
News 8 of 187
Prospectuses and Registrations 8 of 39
- 424B5 Prospectus supplement for an offering Mar 9, 2026
- FWP Free writing prospectus Mar 5, 2026
- 424B5 Prospectus supplement for an offering Mar 5, 2026
- 424B5 Prospectus supplement for an offering Feb 6, 2025
- FWP Free writing prospectus Feb 4, 2025
- 424B5 Prospectus supplement for an offering Feb 4, 2025
- S-3ASR Automatic shelf registration Jan 30, 2025
- 424B5 Prospectus supplement for an offering Feb 3, 2022
Proxies 8 of 47
- DEFA14A Extra proxy material Mar 19, 2026
- DEF 14A Proxy statement for a shareholder vote Mar 19, 2026
- DEFA14A Extra proxy material Apr 21, 2025
- DEFA14A Extra proxy material Mar 18, 2025
- DEF 14A Proxy statement for a shareholder vote Mar 18, 2025
- DEFA14A Extra proxy material Mar 26, 2024
- DEF 14A Proxy statement for a shareholder vote Mar 26, 2024
- PX14A6G Shareholder's own proxy material May 8, 2023
Ownership 8 of 616
- 4 Insider reported a trade Aug 24, 2026
- 144/A Notice of a proposed sale of restricted stock, amended Aug 3, 2026
- 144 Notice of a proposed sale of restricted stock Aug 3, 2026
- SCHEDULE 13G Large holder reported a passive stake Jul 31, 2026
- 4 Insider reported a trade Jun 30, 2026
- 144 Notice of a proposed sale of restricted stock Jun 29, 2026
- 4 Insider reported a trade Jun 18, 2026
- 144 Notice of a proposed sale of restricted stock Jun 17, 2026
Other 8 of 56
- 11-K Employee stock plan report Jun 26, 2026
- 11-K Employee stock plan report Jun 26, 2026
- ARS Annual report sent to shareholders Mar 19, 2026
- 11-K Employee stock plan report Jun 20, 2025
- 11-K Employee stock plan report Jun 20, 2025
- ARS Annual report sent to shareholders Mar 18, 2025
- 11-K Employee stock plan report Jun 21, 2024
- 11-K Employee stock plan report Jun 21, 2024
What to read: Jun 2026 10-Q
SECSift found 2 of 11 sections worth reading, with 4 positive, 9 notable, and 2 negative flags.
Financial Statements (Item 1)
Core financials with huge earnings swing, Benicia closure, Port Arthur fire, buyback surge.Notable- Issued $850 million of 5.150% Senior Notes due 2036 in March 2026.
- Accounts receivable sales facility extended to June 2027 in July 2026.
- Recorded $78 million insurance receivable for Port Arthur fire; no proceeds yet received.
- Received $51 million tariff refund claim from CBP in April 2026, reducing Renewable Diesel segment costs.
- Dividend raised to $1.20 per share quarterly, declared July 16, 2026.
Management's Discussion (Item 2)
Core MD&A with Q2 2026 financials, operating cash flow, buybacks, debt, and refinery events.PositiveNotable- Benicia refinery idling completed by end of April 2026, reducing throughput.
- LIFO liquidation benefit of $44M in H1 2026 due to Benicia inventory drawdown.
- Port Arthur fire in March 2026 caused shutdown; $250M capital investment expected, mostly insured.
- Board authorized $5.0B buyback on July 16, 2026, adding to $1.4B remaining.
What changed: Jun 2026 vs. Mar 2026
About 18% of VLO's Jun 2026 10-Q is new information. 68 paragraphs were added, 158 changed, and 29 removed. Below are the most important lines SECSift identified.
Changed
Everything here comes from Valero Energy Corp's own filings on SEC EDGAR. The filing list is rechecked every hour. SECSift analysis was completed on Aug 20, 2026, from the 10-Q for Jun 2026.