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 1,610 institutions that hold shares in the stock, with a total of 256 Million shares, which have been reported (via 13F filing form) to have a value of $35.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
6,407
shares
|
$895,698
0.05% of portfolio
|
Q2 2022
Added 0.3%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Nov 14, 2024 Q3 2024 |
6,400
shares
|
$894,720
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
6,341
shares
|
$886,471
0.02% of portfolio
|
Q3 2024
Added 179.59%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
6,328
shares
|
$884,654
0.08% of portfolio
|
Q3 2023
Reduced 3.43%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
6,304
shares
|
$881,299
0.08% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Canal Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
6,303
shares
|
$881,159
0.14% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Stevens Capital Management LP
Radnor, PA |
Nov 14, 2024 Q3 2024 |
6,294
shares
|
$879,901
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 06, 2024 Q3 2024 |
6,285
shares
|
$878,643
0.04% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
6,244
shares
|
$872,911
0.05% of portfolio
|
Q3 2024
Reduced 33.18%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
6,209
shares
|
$868,018
0.02% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
6,175
shares
|
$863,265
0.11% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Copperwynd Financial, LLC
|
Nov 04, 2024 Q3 2024 |
6,158
shares
|
$860,888
0.25% of portfolio
|
Q3 2024
Added 3.79%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
6,098
shares
|
$852,500
0.43% of portfolio
|
Q1 2023
Reduced 1.12%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
6,086
shares
|
$850,822
0.06% of portfolio
|
Q3 2024
Added 2.49%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
6,070
shares
|
$848,586
0.09% of portfolio
|
Q3 2024
Added 306.02%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
6,066
shares
|
$848,026
0.06% of portfolio
|
Q3 2024
Reduced 18.51%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,063
shares
|
$847,607
0.02% of portfolio
|
Q3 2024
Reduced 6.36%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
6,060
shares
|
$847,188
0.05% of portfolio
|
Q3 2024
Reduced 4.97%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
5,936
shares
|
$829,852
0.05% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
Ballast, Inc.
|
Oct 16, 2024 Q3 2024 |
5,934
shares
|
$829,573
0.23% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 17, 2024 Q3 2024 |
5,924
shares
|
$828,175
0.11% of portfolio
|
Q3 2024
Added 18.41%
|
|
|
Parsons Capital Management Inc
|
Nov 04, 2024 Q3 2024 |
5,913
shares
|
$826,637
0.05% of portfolio
|
Q3 2024
Added 3.5%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Nov 07, 2024 Q3 2024 |
5,793
shares
|
$809,861
0.21% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
5,788
shares
|
$809,162
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Pekin Hardy Strauss, Inc.
|
Nov 12, 2024 Q3 2024 |
5,760
shares
|
$805,248
0.1% of portfolio
|
Q3 2024
Reduced 17.24%
|