VLO Valero Energy

company

SEC Filings & Insider Trading Activity 2026

Risk Factors

• • EPA's proposed RFS Set II rules (June 2025) could increase RVOs for 2026-2027, reduce RINs from foreign feedstocks by 50%, and cut hydrogenation equivalency values, threatening DGD margins
• • DGD's renewable diesel/SAF facing asymmetric tariff pressure: U.S. tariffs on foreign feedstocks plus foreign duties on U.S.-exported product, with no reciprocal broad tariff on foreign finished imports
• • California SBx 1-2 and LCFS amendment (approved June 2025) cap biomass-based diesel credits at 20% per producer and target 30% CI reduction by 2030, acutely pressuring refinery operations
• • Competitors with company-owned crude production and integrated retail networks better positioned to absorb margin compression — Valero owns no primary feedstock production and no retail network
• • Texas grid "scarcity pricing" exposure creates ongoing electricity cost volatility across multiple refinery sites, compounded by growing electrification and AI-driven data center power demand

Business Overview

• • Section 'business' was empty or not found.

Management Discussion & Analysis

• • Revenue $122.7B, down $7.2B YoY; decline driven by lower petroleum product prices in Refining segment
• • Net income $2.3B vs $2.8B in 2024; GAAP operating margin 2.6% vs 2.9%; adjusted operating income $4.4B vs $3.8B
• • Best segment: Refining — adjusted operating income $5.3B (+$1.3B YoY); worst: Renewable Diesel — operating loss $156M vs profit $507M in 2024, hit by $940M higher feedstock costs and $675M tax incentive decline
• • Operating cash flow $5.8B; capex $1.9B; returned $4.0B to stockholders ($2.6B buybacks + $1.4B dividends); $9.8B total liquidity; new $2.5B buyback authorized Feb 2026
• • Key risks: Benicia Refinery idling by April 2026 with $1.1B impairment already booked; tariff pressure on renewable feedstocks and blender's tax credit replacement continue to weigh on Renewable Diesel margins

What are the latest VLO SEC filings in 2026?

Valero Energy (VLO) has filed a 10-K annual report on February 25, 2026, a 10-Q quarterly report on April 30, 2026, an 8-K current report on July 30, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did VLO file its most recent 10-K annual report?

Valero Energy (VLO) filed its most recent 10-K annual report on February 25, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view VLO 10-Q quarterly reports?

Valero Energy (VLO)'s most recent 10-Q quarterly report was filed on April 30, 2026. SignalX displays every VLO 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has VLO filed recently?

Valero Energy (VLO)'s most recent 8-K was filed on July 30, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find VLO insider trading activity (Form 4)?

SignalX aggregates every VLO Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does VLO file with the SEC?

Valero Energy (VLO) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new VLO filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for Valero Energy (VLO).

What is VLO's SEC CIK number?

Valero Energy (VLO)'s SEC CIK (Central Index Key) number is 1035002. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1035002 to look up all VLO filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find VLO return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from Valero Energy (VLO) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.