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 |
|---|---|---|---|---|---|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
6,653
shares
|
$1.13 Million
0.04% of portfolio
|
Q2 2025
Reduced 13.97%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
6,597
shares
|
$1.12 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
Aug 12, 2025 Q2 2025 |
6,500
shares
|
$1.11 Million
0.04% of portfolio
|
Q2 2025
Added 12.07%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
6,493
shares
|
$1.11 Million
0.02% of portfolio
|
Q2 2025
Added 127.82%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
6,477
shares
|
$1.1 Million
0.04% of portfolio
|
Q2 2025
Added 126.39%
|
|
|
Twin Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
6,474
shares
|
$1.1 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
6,437
shares
|
$1.1 Million
0.02% of portfolio
|
Q2 2025
Added 12.99%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
6,407
shares
|
$1.09 Million
0.05% of portfolio
|
Q2 2022
Added 0.3%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
6,401
shares
|
$1.09 Million
0.18% of portfolio
|
Q1 2025
Reduced 4.78%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
6,376
shares
|
$1.09 Million
0.04% of portfolio
|
Q2 2025
Reduced 6.24%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
6,328
shares
|
$1.08 Million
0.08% of portfolio
|
Q3 2023
Reduced 3.43%
|
|
|
Essex Investment Management CO LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
6,302
shares
|
$1.07 Million
0.17% of portfolio
|
Q1 2025
Reduced 5.4%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
6,269
shares
|
$1.07 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
6,265
shares
|
$1.07 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.18%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
6,234
shares
|
$1.06 Million
0.02% of portfolio
|
Q2 2025
Added 10.41%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
6,201
shares
|
$1.06 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
6,098
shares
|
$1.04 Million
0.43% of portfolio
|
Q1 2023
Reduced 1.12%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
6,065
shares
|
$1.03 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.71%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Jul 30, 2025 Q2 2025 |
6,054
shares
|
$1.03 Million
0.28% of portfolio
|
Q2 2025
Added 17.14%
|
|
|
Legacy Trust
Grand Rapids, MI |
Jul 22, 2025 Q2 2025 |
6,034
shares
|
$1.03 Million
0.2% of portfolio
|
Q2 2025
Reduced 18.58%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Aug 04, 2025 Q2 2025 |
6,020
shares
|
$1.02 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Hennessy Advisors Inc
Novato, CA |
Jul 21, 2025 Q2 2025 |
5,950
shares
|
$1.01 Million
0.03% of portfolio
|
Q1 2025
Reduced 75.76%
|
|
|
Mqs Management LLC
|
Jul 31, 2025 Q2 2025 |
5,906
shares
|
$1.01 Million
0.44% of portfolio
|
Q2 2025
Reduced 15.09%
|
|
|
Guerra Advisors Inc
Miami, FL |
Aug 12, 2025 Q2 2025 |
5,862
shares
|
$998,064
0.37% of portfolio
|
Q2 2025
Added 18.26%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
5,831
shares
|
$992,786
0.01% of portfolio
|
Q2 2025
Added 6.87%
|