Materials · Petroleum Refining
Open-market and disclosed Form 4 insider trading for VALERO ENERGY CORP/TX (VLO) on InvestAtlant.
| Date | Insider | Title | Type | Value |
|---|---|---|---|---|
| 2026-06-29 | Fisher Eric A | SVP | Sale | $2.01M |
| 2026-06-18 | Fisher Eric A | SVP | Sale | .78M |
| 2026-05-18 | Fisher Eric A | SVP | Sale | .89M |
| 2026-03-12 | Fisher Eric A | SVP | Sale | $47.7K |
| 2026-03-12 | Fisher Eric A | SVP | Sale | $47.7K |
| 2026-03-11 | Fisher Eric A | SVP | Sale | .89M |
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Simple answers about InvestAtlant, our data, accounts, and Premium. For deeper calculation detail, see Methodology and Data Sources.
InvestAtlant surfaces publicly disclosed trades and the research behind them, helping you see what institutions and insiders are buying or selling, which securities they are moving into, and when. The platform also tracks publicly disclosed stock trades by members of Congress, including transactions reported through Periodic Transaction Reports (PTRs) under the STOCK Act — alongside stock charts, fundamentals, and SEC filings in one workspace.
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InvestAtlant is built primarily on publicly available disclosures — including SEC filings such as institutional Form 13F holdings, Form 4 insider transactions, company fundamentals from 10-K / 10-Q (and related XBRL), and publicly reported congressional / political trading disclosures — plus market price data used for charts and context. For a fuller list, see Data Sources.
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InvestAtlant aggregates and organizes publicly available financial and government disclosures to make institutional, insider, and political activity easier to research — alongside charts, fundamentals, and related SEC context in one workspace.
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Institutional holdings are derived from publicly filed Form 13F reports. InvestAtlant extracts reported securities, share (or contract) quantities, and reported values, then normalizes them into a consistent format so positions can be compared across reporting periods and managers.
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P)S)MA
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Fundamentals · Market context · Institutions · Insiders · Sectors · SEC filings
Holdings from SEC 13F. Insider trades from Form 4. Congress from House and Senate PTRs. Real-time market prices via TradingView.
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| Institution | Type | Shares | Value | Weight |
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VALERO ENERGY CORP/TX
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Top 5 by shares added vs prior quarter (existing positions)
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Funds that filed this quarter and fully sold the stock (not merely late filers)
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| Insider | Role | Code | Call/Put | Signal | Shares | Price | Value | Date |
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| FY | Period | Period end | Revenue | Op. income | Net income | EPS (dil.) | Assets | Rev YoY |
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| FY | Period | Period end | Revenue | Op. income | Net income | EPS (dil.) | Assets | Rev YoY |
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Portfolio returns from reconstructed 13F holdings
Computing institutional performance…
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| Quarter | Portfolio value | QoQ $ | QoQ % | Holdings | Filing date |
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| Quarter | Filing date | Form | Positions | Reported value |
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Executive cluster buying — multiple insiders purchasing within a rolling window.
| # | Ticker | Score | Strength | Buyers | CEO | Buy value | Signal |
|---|---|---|---|---|---|---|---|
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Open-market Form 4 purchases ranked by conviction — size, ownership increase, role, and repeat buying.
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|---|---|---|---|---|---|---|---|---|
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|---|---|---|---|---|---|---|---|---|---|---|
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Stock-level open-market Form 4 buying vs selling — net flow, buyer ratio, and sentiment score (−100 to +100).
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First recorded purchases and returning buys after a multi-year gap — raw disclosure data, no scores.
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Stocks with significant sell disclosures from members of Congress — factual counts and estimated values only, no proprietary scores.
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Explore which sectors members of Congress are investing in based on publicly disclosed trades.
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| Politician | Trades | Buys | Sells | Net |
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| Stock | Trades | Est. value |
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| Politician | Stock | Amount | Date |
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Top 10 stocks per sector by total net buying (institutional 13F QoQ + congressional trades).
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Top 10 stocks per sector by net shares sold (share-based 13F QoQ exits + congressional net selling).
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Screens built from 13F filings, Form 4 insider trades, and congressional disclosures.
0–100 conviction when institutions, insiders, and Congress align on the same ticker.
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New 13F positions opened by the top 10 institutions on rolling 1-year performance. Select a fund to see its new buys.
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Stocks with both institutional buying and insider buying.
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Institutional and insider buying activity within the selected window.
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| Insider | Role | Purchase value | Shares | Date |
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Stocks with institutional buying, insider buying, and politician buying.
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Institutional, insider, and politician buying activity within the selected window.
| Institution | Type | Position value | Shares change | Filing date |
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| Insider | Role | Purchase value | Shares | Date |
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| Politician | Party | Chamber | Est. purchase | Date |
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Stocks where institutions and insiders disagree — accumulation vs selling, and the reverse.
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How strongly do the institutions that own each stock believe in it? Proprietary 0–100 score from 13F portfolio weights, breadth, accumulation, and persistence.
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Which stocks are institutions just starting to discover? Adoption-focused 0–100 score from 13F holder growth — not dollars invested.
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Research utilities built on SEC filing data — valuation, comparison, and scenario analysis.
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Bear / Base / Bull cases use constant FCF growth with their own WACC and terminal growth. Not predictions.
| Case | FCF growth % | WACC % | Terminal growth % |
|---|---|---|---|
| Bear Case | |||
| Base Case | |||
| Bull Case |
Estimate weighted average cost of capital using filing-derived debt, tax rate, and market-based equity assumptions.
WACC (Weighted Average Cost of Capital) estimates the average return required by a company's shareholders and lenders. In a DCF, it is used as the discount rate for future cash flows.
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Higher WACC → lower DCF valuation
Lower WACC → higher DCF valuation
Earnings Power Value capitalizes normalized sustainable earnings — no assumed future growth.
EPV estimates the value of a company based on sustainable normalized earnings without assuming future growth.
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Bear / Base / Bull vary normalized margin and WACC only — no growth forecasts.
| Case | Normalized margin % | WACC % |
|---|---|---|
| Bear Case | ||
| Base Case | ||
| Bull Case |
Market capitalization plus debt, minus cash — the value of the operating business.
Enterprise Value represents the value of the operating business, taking both debt and cash into account.
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Implied share price from diluted EPS × a selected P/E multiple.
P/E valuation estimates a company's implied share price by applying a selected earnings multiple to earnings per share.
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| Case | P/E multiple |
|---|---|
| Bear Case | |
| Base Case | |
| Bull Case |
Implied equity value from EBITDA × an EV/EBITDA multiple, adjusted for debt and cash.
EV/EBITDA valuation estimates enterprise value by applying a selected multiple to EBITDA, then adjusts for debt and cash to derive equity value.
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| Case | EV/EBITDA |
|---|---|
| Bear Case | |
| Base Case | |
| Bull Case |
Free cash flow relative to market capitalization and enterprise value.
FCF Yield measures the free cash flow generated relative to a company's market value. Higher FCF yield generally means more cash generation relative to the valuation.
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Stocks with the most similar filing profile — institutional holders, activity, insiders, politicians, and signals.
Similarity uses existing 13F, insider, politician, and signal data. It does not use price history, fundamentals multiples, or analyst ratings.
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Search for a stock to find similar filing profiles.