Institutional Ownership Valero Energy Corp (VLO)
This table provides information about the institutional ownership of Valero Energy Corp (VLO). We have compiled data on the 1,715 institutions that hold shares in the stock, with a total of 269 Million shares, which have been reported (via 13F filing form) to have a value of $45.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
7,082
shares
|
$1.21 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Bank Of Nova Scotia Trust CO
|
Aug 13, 2025 Q2 2025 |
7,075
shares
|
$1.2 Million
0.1% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Copperwynd Financial, LLC
|
Jul 23, 2025 Q2 2025 |
7,072
shares
|
$1.2 Million
0.24% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
Jul 07, 2025 Q2 2025 |
7,054
shares
|
$1.2 Million
0.59% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
7,038
shares
|
$1.2 Million
0.04% of portfolio
|
Q2 2025
Added 22.25%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
7,037
shares
|
$1.2 Million
0.07% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
7,035
shares
|
$1.2 Million
0.02% of portfolio
|
Q2 2025
Added 14.54%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
7,033
shares
|
$1.2 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.7%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
7,011
shares
|
$1.19 Million
0.29% of portfolio
|
Q2 2025
Reduced 10.64%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
7,011
shares
|
$1.19 Million
0.21% of portfolio
|
Q3 2024
Added 16.73%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
7,000
shares
|
$1.19 Million
0.05% of portfolio
|
Q4 2021
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
6,959
shares
|
$1.18 Million
0.06% of portfolio
|
Q2 2025
Added 10.5%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
6,941
shares
|
$1.18 Million
0.08% of portfolio
|
Q2 2025
Added 23.86%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Aug 14, 2025 Q2 2025 |
6,921
shares
|
$1.18 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.97%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
6,900
shares
|
$1.17 Million
0.02% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Kendall Capital Management
|
Jul 16, 2025 Q2 2025 |
6,875
shares
|
$1.17 Million
0.25% of portfolio
|
Q2 2025
Reduced 3.77%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
6,856
shares
|
$1.17 Million
0.04% of portfolio
|
Q2 2025
Added 6.06%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
6,819
shares
|
$1.16 Million
0.02% of portfolio
|
Q2 2025
Added 87.03%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
6,818
shares
|
$1.16 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.42%
|
|
|
Point72 Hong Kong LTD
Hong Kong, K3 |
Aug 14, 2025 Q2 2025 |
6,802
shares
|
$1.16 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
6,767
shares
|
$1.15 Million
0.01% of portfolio
|
Q2 2025
Added 4.12%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
6,766
shares
|
$1.15 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.45%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 13, 2025 Q2 2025 |
6,705
shares
|
$1.14 Million
0.14% of portfolio
|
Q2 2025
Reduced 13.56%
|
|
|
Peak Retirement Planning, Inc.
Columbus, OH |
Feb 20, 2025 Q4 2024 |
6,701
shares
|
$1.14 Million
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jul 17, 2025 Q2 2025 |
6,687
shares
|
$1.14 Million
0.12% of portfolio
|
Q2 2025
Reduced 9.13%
|